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AZPN

Aspen Technology Inc

Delisted

AZPN was delisted on the 11th of March, 2025.

6 hedge funds and large institutions have $8.49M invested in Aspen Technology Inc in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 439 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

99% less funds holding

Funds holding: 4496 (-443)

100% less capital invested

Capital invested by funds: $6.92B → $8.49M (-$6.91B)

100% less funds holding in top 10

Funds holding in top 10: 80 (-8)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 439

Holders
6
Holders Change
-443
Holders Change %
-98.66%
% of All Funds
0.08%
Holding in Top 10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
1
Reduced
2
Closed
439
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
-$39K -158 Closed
AAM
377
Advisors Asset Management
Colorado
-$36.9K -148 Closed
CWM
378
Compass Wealth Management
Connecticut
-$34.9K -140 Closed
PA
379
Parallel Advisors
California
-$34.9K -140 Closed
AAP
380
Arax Advisory Partners
Colorado
-$34.2K -137 Closed
CI Investments Inc
381
CI Investments Inc
Ontario, Canada
-$28K -113 Closed
Nisa Investment Advisors
382
Nisa Investment Advisors
Missouri
-$26.7K -107 Closed
SS
383
SBI Securities
Japan
-$26.5K -106 Closed
UB
384
UMB Bank
Missouri
-$26K -104 Closed
HPC
385
HM Payson & Co
Maine
-$24.2K -97 Closed
PTC
386
Private Trust Company
Ohio
-$23K -92 Closed
RA
387
Rise Advisors
New York
-$21.7K -87 Closed
SAM
388
Smartleaf Asset Management
Massachusetts
-$18K -72 Closed
FHA
389
First Horizon Advisors
Tennessee
-$17.5K -70 Closed
HNB
390
Huntington National Bank
Ohio
-$14.2K -57 Closed
SWM
391
Spire Wealth Management
Virginia
-$14.2K -57 Closed
S
392
SignatureFD
Georgia
-$13.2K -53 Closed
CMBA
393
C.M. Bidwell & Associates
Hawaii
-$10.5K -42 Closed
GM
394
GeoWealth Management
Illinois
-$10.5K -42 Closed
PPC
395
Park Place Capital
Alabama
-$10.2K -41 Closed
MG
396
Mather Group
Illinois
-$9.98K -40 Closed
VCM
397
Versant Capital Management
Arizona
-$9.98K -40 Closed
HWM
398
Hemington Wealth Management
Virginia
-$8K -35 Closed
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
-$8.74K -35 Closed
SO
400
Sierra Ocean
California
-$8.24K -33 Closed

AZPN Hedge Fund Activity: Q1 2025 in Review

6 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Aspen Technology Inc (AZPN) for Q1 2025, worth a combined $8.49M — down 100% from $6.92B a quarter earlier.

Sellers outnumbered buyers: 439 funds closed out of AZPN and 0 opened new positions — a net loss of 439 holders — while 2 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $7.04K. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $942M sold.

  • 6 institutional investors held Aspen Technology Inc (AZPN) as of Q1 2025, down from 449 in Q4 2024.
  • Funds reported $8.49M of Aspen Technology Inc stock for Q1 2025, down 100% quarter-over-quarter.
  • 0 funds opened new Aspen Technology Inc positions in Q1 2025 and 439 closed out, a net change of -439 holders.
  • The largest Aspen Technology Inc buyer in Q1 2025 was IFP Advisors, an estimated $7.04K added.
  • The largest Aspen Technology Inc seller in Q1 2025 was Kayne Anderson Rudnick Investment Management, an estimated $942M sold.

Based on aggregated 13F filings for Q1 2025.