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Apellis Pharmaceuticals

277 hedge funds and large institutions have $3.17B invested in Apellis Pharmaceuticals in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 88 increasing their positions, 101 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 273277 (+4)

13% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 101

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
277
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$106M
Puts
$28.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
251
Sachetta
Massachusetts
$1.51K
TPCW
252
TD Private Client Wealth
New York
$1.41K
Nisa Investment Advisors
253
Nisa Investment Advisors
Missouri
$1.26K
AAP
254
Arax Advisory Partners
Colorado
$1.16K
GRP
255
Global Retirement Partners
California
$1.03K
CAL
256
Capital Analysts LLC
Pennsylvania
$1K
SS
257
Sunbelt Securities
Texas
$980
CT
258
Clearstead Trust
Maine
$880
SAG
259
SageView Advisory Group
California
$880
PFBT
260
Parkside Financial Bank & Trust
Missouri
$829
MCM
261
Manchester Capital Management
Vermont
$704
TPBG
262
Turning Point Benefit Group
Maryland
$678
BFS
263
Bare Financial Services
Pennsylvania
$628
UFPG
264
United Financial Planning Group
New York
$603
GWM
265
Greenline Wealth Management
Florida
$537
SC
266
SouthState Corp
Florida
$377
BTI
267
Blue Trust Inc
Georgia
$352
CA
268
Clearstead Advisors
Ohio
$327
UB
269
UMB Bank
Missouri
$301
AssetMark Inc
270
AssetMark Inc
California
$251
MCM
271
MV Capital Management
Maryland
$227
WA
272
WPG Advisers
Maryland
$126
RIL
273
Rothschild Investment LLC
Illinois
$100
FISPB
274
Fideuram - Intesa Sanpaolo Private Banking
$100
DF
275
Dunhill Financial
United Kingdom
$53