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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
ST
276
Somerset Trust
Pennsylvania
$228K +$48.9K +213 +26%
C
277
Covestor
United Kingdom
$227K -$19.5K -85 -8%
KBC Group
278
KBC Group
Belgium
$221K -$3.9K -17 -2%
OR
279
Olympiad Research
Connecticut
$221K -$156K -680 -40%
SW
280
SteelPeak Wealth
California
$220K -$1.38K -6 -0.6%
RMDI
281
R.M. Davis Inc
Maine
$220K
SA
282
Strategic Advocates
Utah
$218K +$227K +990 New
Corient Private Wealth
283
Corient Private Wealth
Florida
$216K +$225K +981 New
NA
284
Navellier & Associates
Nevada
$214K
DekaBank Deutsche Girozentrale
285
DekaBank Deutsche Girozentrale
Germany
$211K -$128K -559 -37%
MFAM
286
Motley Fool Asset Management
Virginia
$210K +$30.5K +133 +16%
AFA
287
Arlington Financial Advisors
California
$209K
PCM
288
Prelude Capital Management
New York
$205K -$135K -587 -39%
GSC
289
Ground Swell Capital
South Carolina
$204K +$213K +928 New
A
290
AlphaQuest
New York
$194K -$192K -836 -49%
CCM
291
Coldstream Capital Management
Washington
$174K +$181K +790 New
IA
292
IFP Advisors
Florida
$141K +$143K +623 +3,279%
TRCT
293
Tower Research Capital (TRC)
New York
$139K -$413K -1,802 -74%
FHA
294
First Horizon Advisors
Tennessee
$122K +$67.4K +294 +113%
SAM
295
Smartleaf Asset Management
Massachusetts
$114K -$9.4K -41 -7%
AAM
296
Advisors Asset Management
Colorado
$109K +$2.52K +11 +2%
HIA
297
Harbor Investment Advisory
Maryland
$103K
ETC
298
Exchange Traded Concepts
Oklahoma
$102K -$40.8K -178 -28%
Mirae Asset Global ETFs Holdings
299
Mirae Asset Global ETFs Holdings
Hong Kong
$84.4K +$16.7K +73 +23%
GI
300
GAMMA Investing
California
$77.6K +$42.4K +185 +110%