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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
Jones Financial Companies
301
Jones Financial Companies
Missouri
$75.7K +$21.8K +95 +38%
ACM
302
Aster Capital Management
United Arab Emirates
$73.8K +$31.2K +136 +65%
LC
303
Lindbrook Capital
California
$68.2K +$53.9K +235 +313%
UB
304
UMB Bank
Missouri
$63.6K +$28K +122 +73%
BTI
305
Blue Trust Inc
Georgia
$59.6K +$47.7K +208 +330%
CIAM
306
Caitong International Asset Management
Hong Kong
$55.2K +$57.6K +251 New
S
307
SignatureFD
Georgia
$53.4K +$10.3K +45 +23%
PPA
308
Pilgrim Partners Asia
Singapore
$48.4K +$50.5K +220 New
VCM
309
Versant Capital Management
Arizona
$44.6K +$45.7K +199 +4,975%
TWD
310
True Wealth Design
Ohio
$41.8K -$83K -362 -66%
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$39.4K +$14.2K +62 +53%
AF
312
Allworth Financial
California
$38K +$5.28K +23 +17%
Osaic Holdings
313
Osaic Holdings
Arizona
$33.5K -$231K -1,007 -87%
HNB
314
Huntington National Bank
Ohio
$27.7K +$1.15K +5 +4%
CA
315
Clearstead Advisors
Ohio
$23.8K +$16.3K +71 +192%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$23.3K +$1.38K +6 +6%
BIG
317
Brooklyn Investment Group
New York
$21.1K +$22K +96 New
PEAK6
318
PEAK6
Illinois
$20.8K -$32.3K -141 -60%
SPIA
319
Steward Partners Investment Advisory
New York
$19.8K -$5.51K -24 -21%
Fuller & Thaler Asset Management
320
Fuller & Thaler Asset Management
California
$17.2K -$42.5M -185,054 -100%
EWA
321
EverSource Wealth Advisors
Alabama
$17.2K -$33K -144 -65%
SCM
322
Sterling Capital Management
North Carolina
$16.7K -$66.5K -290 -79%
SSG
323
Summit Securities Group
New York
$16.1K +$16.7K +73 New
PS
324
Principal Securities
Iowa
$14.8K
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$12.3K +$5.96K +26 +87%