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AZPN

Aspen Technology Inc

Delisted

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

424 hedge funds and large institutions have $6.99B invested in Aspen Technology Inc in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 162 increasing their positions, 142 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $9.19M | Put options by funds: $2.75M

106% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 33

21% more capital invested

Capital invested by funds: $5.79B → $6.99B (+$1.2B)

14% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 142

8% more funds holding

Funds holding: 394424 (+30)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
424
Holders Change
+30
Holders Change %
+7.61%
% of All Funds
6.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
68
Increased
162
Reduced
142
Closed
33
Calls
$9.19M
Puts
$2.75M
Net Calls
+$6.45M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
S
401
Sachetta
Massachusetts
$2.63K +$1.05K +5 +83%
CTC
402
Central Trust Company
Missouri
$2.39K
GM
403
GeoWealth Management
Illinois
$2.39K +$2.1K +10 New
HI
404
Harbour Investments
Wisconsin
$2.15K -$1.89K -9 -50%
AFWM
405
Abich Financial Wealth Management
Virginia
$2.15K +$1.47K +7 +350%
FWM
406
FSA Wealth Management
Massachusetts
$2.15K +$1.89K +9 New
PWMG
407
Private Wealth Management Group
New Jersey
$1.91K -$2.73K -13 -62%
SIC
408
SJS Investment Consulting
Ohio
$1.91K +$421 +2 +33%
RFG
409
REAP Financial Group
Texas
$1.67K
SIC
410
Salem Investment Counselors
North Carolina
$1.2K
MG
411
Mather Group
Illinois
$1.19K -$27.3K -130 -96%
MA
412
Montag & Associates
Georgia
$982 +$841 +4 New
CWC
413
Carolinas Wealth Consulting
North Carolina
$828 +$841 +4 New
BTI
414
Blue Trust Inc
Georgia
$795 +$210 +1 +33%
TWD
415
True Wealth Design
Ohio
$717 +$210 +1 +50%
FG
416
Fairman Group
Pennsylvania
$716
IAIM
417
International Assets Investment Management
Florida
$510 +$25.6M +121,798 New
CA
418
Claris Advisors
Missouri
$478 +$421 +2 New
CPG
419
Cornerstone Planning Group
New Jersey
$240
VWA
420
Valued Wealth Advisors
Utah
$239
LFG
421
Larson Financial Group
Missouri
$239 +$210 +1 New
RIL
422
Rothschild Investment LLC
Illinois
$239 +$210 +1 New
TFM
423
TFC Financial Management
Massachusetts
$239 +$210 +1 New
PP
424
Pertento Partners
United Kingdom
-$44.3M -222,933 Closed
APG Asset Management
425
APG Asset Management
Netherlands
-$12.2M -65,816 Closed

AZPN Hedge Fund Activity: Q3 2024 in Review

424 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in Aspen Technology Inc (AZPN) for Q3 2024, worth a combined $6.99B — up 21% from $5.79B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AZPN positions and 33 closed out — a net gain of 35 holders — while 162 added to existing stakes and 142 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $36M. The largest seller was Two Creeks Capital Management, cutting an estimated $46.5M.

  • 424 institutional investors held Aspen Technology Inc (AZPN) as of Q3 2024, up from 394 in Q2 2024.
  • Funds reported $6.99B of Aspen Technology Inc stock for Q3 2024, up 21% quarter-over-quarter.
  • 68 funds opened new Aspen Technology Inc positions in Q3 2024 and 33 closed out, a net change of +35 holders.
  • The largest Aspen Technology Inc buyer in Q3 2024 was JP Morgan Chase, an estimated $36M added.
  • The largest Aspen Technology Inc seller in Q3 2024 was Two Creeks Capital Management, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2024.