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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
PMFA
401
Plante Moran Financial Advisors
Michigan
-$7.49K -30 Closed
AssetMark Inc
402
AssetMark Inc
California
-$7.24K -29 Closed
JWA
403
JFS Wealth Advisors
Pennsylvania
-$7.24K -29 Closed
TAM
404
Tucker Asset Management
Colorado
-$6.99K -28 Closed
SC
405
SouthState Corp
Florida
-$6.49K -26 Closed
AF
406
Allworth Financial
California
-$6.19K -24 Closed
FFO
407
Fortitude Family Office
Arizona
-$5.24K -21 Closed
MCM
408
MAI Capital Management
Ohio
-$5.24K -21 Closed
CT
409
Colonial Trust
South Carolina
-$4.98K -20 Closed
GWSG
410
GPS Wealth Strategies Group
Colorado
-$4.99K -20 Closed
LC
411
Lindbrook Capital
California
-$4.24K -17 Closed
WWM
412
Wolff Wiese Magana
California
-$4.24K -17 Closed
KFI
413
Key Financial Inc
Pennsylvania
-$3.99K -16 Closed
AF
414
Advisornet Financial
Minnesota
-$3.74K -15 Closed
BIA
415
Bell Investment Advisors
California
-$3K -12 Closed
FMII
416
Farmers & Merchants Investments Inc
Nebraska
-$3K -12 Closed
S
417
Sachetta
Massachusetts
-$2.75K -11 Closed
WTA
418
Washington Trust Advisors
Massachusetts
-$2.77K -11 Closed
CTC
419
Central Trust Company
Missouri
-$2.5K -10 Closed
CFD
420
Creative Financial Designs
Indiana
-$2.5K -10 Closed
Lazard Asset Management
421
Lazard Asset Management
New York
-$2K -10 Closed
FWM
422
FSA Wealth Management
Massachusetts
-$2.25K -9 Closed
PWMG
423
Private Wealth Management Group
New Jersey
-$2K -8 Closed
SIC
424
SJS Investment Consulting
Ohio
-$2K -8 Closed
LSA
425
Leonteq Securities AG
Switzerland
-$1.72K -7 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.