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AppFolio

381 hedge funds and large institutions have $4.39B invested in AppFolio in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 135 increasing their positions, 130 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $6.95M

3.29% more ownership

Funds ownership: 82.52%85.81% (+3.3%)

4% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 130

8% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 78

2% less funds holding

Funds holding: 388381 (-7)

7% less capital invested

Capital invested by funds: $4.7B → $4.39B (-$312M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
381
Holders Change
-7
Holders Change %
-1.8%
% of All Funds
5.11%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
72
Increased
135
Reduced
130
Closed
78
Calls
$16.6M
Puts
$6.95M
Net Calls
+$9.61M
Net Calls Change
+$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
226
Two Sigma Advisers
New York
$462K -$22.9K -100 -5%
CB
227
Commerce Bank
Missouri
$450K -$4.82K -21 -1%
RG
228
Rathbones Group
United Kingdom
$440K -$961K -4,187 -68%
BPA
229
Beacon Pointe Advisors
California
$439K -$1.61K -7 -0.3%
GC
230
Guggenheim Capital
Illinois
$426K -$68.1K -297 -13%
HW
231
Hancock Whitney
Mississippi
$422K -$528K -2,301 -55%
Envestnet Portfolio Solutions
232
Envestnet Portfolio Solutions
Illinois
$420K +$438K +1,908 New
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$408K +$75.2K +328 +21%
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$405K -$91.1K -397 -18%
Cetera Investment Advisers
235
Cetera Investment Advisers
Illinois
$404K +$421K +1,835 New
SAM
236
Securian Asset Management
Minnesota
$393K
Focus Partners Wealth
237
Focus Partners Wealth
Massachusetts
$393K -$416K -1,814 -50%
AWAU
238
Alliance Wealth Advisors (Utah)
Utah
$387K +$403K +1,758 New
WP
239
Woodline Partners
California
$386K +$11.5K +50 +3%
MAP
240
Moody Aldrich Partners
Massachusetts
$382K -$155K -676 -28%
US Bancorp
241
US Bancorp
Minnesota
$379K +$380K +1,657 +2,549%
Holocene Advisors
242
Holocene Advisors
New York
$373K -$106K -463 -21%
AA
243
ALPS Advisors
Colorado
$365K +$381K +1,660 New
SGI
244
Summit Global Investments
Utah
$363K +$9.18K +40 +2%
CGH
245
Crossmark Global Holdings
Texas
$354K -$17.2K -75 -4%
DWM
246
Diversify Wealth Management
Utah
$352K +$81.7K +356 +26%
HCM
247
HMS Capital Management
Tennessee
$341K
SCA
248
Snowden Capital Advisors
New York
$340K +$354K +1,545 New
VI
249
Versor Investments
New York
$339K +$354K +1,541 New
BC
250
Bayforest Capital
United Kingdom
$337K +$104K +453 +42%