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AppFolio

401 hedge funds and large institutions have $5.51B invested in AppFolio in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 131 increasing their positions, 137 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 380401 (+21)

4% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 137

1.74% less ownership

Funds ownership: 89.17%87.43% (-1.7%)

Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.3M
Puts
$11.1M
Net Calls
Net Calls Change

Top Buyers

1 +$92M
2 +$53.4M
3 +$32.1M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$24.4M
5
Invesco
Invesco
Georgia
+$22.5M

Top Sellers

1 -$65.3M
2 -$50.9M
3 -$50M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$46.1M
5
Morgan Stanley
Morgan Stanley
New York
-$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
YIH
226
Y-Intercept (HK)
Hong Kong
$455K
A
227
AlphaQuest
New York
$446K
DekaBank Deutsche Girozentrale
228
DekaBank Deutsche Girozentrale
Germany
$428K
SCA
229
Snowden Capital Advisors
New York
$424K
LTAS
230
Linden Thomas Advisory Services
North Carolina
$418K
HCM
231
HMS Capital Management
Tennessee
$415K
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$409K
BC
233
Bayforest Capital
United Kingdom
$407K
FT
234
Fiduciary Trust
Massachusetts
$405K
Capstone Investment Advisors
235
Capstone Investment Advisors
New York
$404K
MML Investors Services
236
MML Investors Services
Massachusetts
$403K
BMCM
237
Burns Matteson Capital Management
New York
$402K
Janney Montgomery Scott
238
Janney Montgomery Scott
Pennsylvania
$400K
TI
239
Tidal Investments
Wisconsin
$398K
DWM
240
Diversify Wealth Management
Utah
$391K
Bank of Nova Scotia
241
Bank of Nova Scotia
Ontario, Canada
$389K
STA
242
Summit Trail Advisors
New York
$385K
CGH
243
Crossmark Global Holdings
Texas
$382K
Cerity Partners
244
Cerity Partners
New York
$378K
IAA
245
Independent Advisor Alliance
North Carolina
$367K
QT
246
Quantbot Technologies
New York
$359K
FBT
247
First Bank & Trust
South Dakota
$358K
AWAU
248
Alliance Wealth Advisors (Utah)
Utah
$357K
SC
249
SummitTX Capital
Texas
$351K
Allspring Global Investments
250
Allspring Global Investments
North Carolina
$351K