We are live on ! Find out more
AZPN

Aspen Technology Inc

Delisted

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

338 hedge funds and large institutions have $6.95B invested in Aspen Technology Inc in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $25.7M | Put options by funds: $7.15M

73% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 44

58% more capital invested

Capital invested by funds: $4.39B → $6.95B (+$2.56B)

28% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 97

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 309338 (+29)

Holders
338
Holders Change
+29
Holders Change %
+9.39%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
76
Increased
124
Reduced
97
Closed
44
Calls
$25.7M
Puts
$7.15M
Net Calls
+$18.5M
Net Calls Change
+$8.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
201
Garrison Asset Management
Arkansas
$571K +$499K +2,397 New
TAM
202
Tocqueville Asset Management
New York
$565K -$416 -2 -0.1%
HighTower Advisors
203
HighTower Advisors
Illinois
$559K -$26.8K -129 -5%
NPA
204
Nichols & Pratt Advisers
Massachusetts
$551K +$481K +2,315 New
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$537K +$142K +684 +44%
CCM
206
CTC Capital Management
Illinois
$524K +$458K +2,200 New
Schroder Investment Management Group
207
Schroder Investment Management Group
United Kingdom
$524K +$458K +2,201 New
MSRPS
208
Maryland State Retirement & Pension System
Maryland
$517K
PAS
209
Park Avenue Securities
New York
$517K +$16K +77 +4%
FF
210
FourThought Financial
Florida
$514K +$158K +762 +55%
BZWA
211
Blue Zone Wealth Advisors
California
$498K -$92.8K -446 -18%
WT
212
Whittier Trust
California
$491K +$11.6K +56 +3%
BRWA
213
B. Riley Wealth Advisors
Florida
$485K +$423K +2,036 New
OWA
214
Outlook Wealth Advisors
Texas
$484K
SIM
215
Studio Investment Management
Illinois
$483K -$7.9K -38 -2%
BBHC
216
Brown Brothers Harriman & Co
New York
$481K -$51.2K -246 -11%
EWA
217
EverSource Wealth Advisors
Alabama
$470K +$13.3K +64 +3%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$467K -$26.8K -129 -6%
JF
219
Jump Financial
Illinois
$458K +$163K +782 +69%
AQR Capital Management
220
AQR Capital Management
Connecticut
$457K +$2.91K +14 +0.7%
PAMS
221
Pictet Asset Management (Switzerland)
Switzerland
$447K
BCM
222
Bayesian Capital Management
New York
$445K +$388K +1,867 New
JMPWA
223
JP Morgan Private Wealth Advisors
California
$441K -$471K -2,265 -55%
MFP
224
Meridian Financial Partners
Virginia
$427K
IWA
225
Intercontinental Wealth Advisors
Texas
$422K +$1.66K +8 +0.5%

AZPN Hedge Fund Activity: Q3 2022 in Review

338 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Aspen Technology Inc (AZPN) for Q3 2022, worth a combined $6.95B — up 58% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new AZPN positions and 44 closed out — a net gain of 32 holders — while 124 added to existing stakes and 97 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $578M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $77.1M sold.

  • 338 institutional investors held Aspen Technology Inc (AZPN) as of Q3 2022, up from 309 in Q2 2022.
  • Funds reported $6.95B of Aspen Technology Inc stock for Q3 2022, up 58% quarter-over-quarter.
  • 76 funds opened new Aspen Technology Inc positions in Q3 2022 and 44 closed out, a net change of +32 holders.
  • The largest Aspen Technology Inc buyer in Q3 2022 was Vanguard Group, an estimated $578M added.
  • The largest Aspen Technology Inc seller in Q3 2022 was Allianz Asset Management, an estimated $77.1M sold.

Based on aggregated 13F filings for Q3 2022.