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AppFolio

380 hedge funds and large institutions have $4.73B invested in AppFolio in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% more funds holding

Funds holding: 378380 (+2)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

24% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 154

Holders
380
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.5M
Puts
$3.98M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global ETFs Holdings
301
Mirae Asset Global ETFs Holdings
Hong Kong
$88K
GI
302
GAMMA Investing
California
$75.8K
UB
303
UMB Bank
Missouri
$66.6K
BTI
304
Blue Trust Inc
Georgia
$59K
CA
305
Clearstead Advisors
Ohio
$56.9K
MYIA
306
Mount Yale Investment Advisors
Colorado
$55.3K
BNP Paribas Asset Management
307
BNP Paribas Asset Management
France
$52K
HNB
308
Huntington National Bank
Ohio
$46.1K
S
309
SignatureFD
Georgia
$44.4K
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$37.1K
VCM
311
Versant Capital Management
Arizona
$33.2K
AF
312
Allworth Financial
California
$30.4K
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$29.7K
T
314
Tidemark
California
$27.6K
SPIA
315
Steward Partners Investment Advisory
New York
$20.7K
Fuller & Thaler Asset Management
316
Fuller & Thaler Asset Management
California
$16.9K
BIG
317
Brooklyn Investment Group
New York
$13.4K
Mitsubishi UFJ Asset Management
318
Mitsubishi UFJ Asset Management
Japan
$12.9K
GRP
319
Global Retirement Partners
California
$11.7K
MCM
320
MAI Capital Management
Ohio
$11.5K
RA
321
Rise Advisors
New York
$11.1K
PPC
322
Park Place Capital
Alabama
$11K
CIAM
323
Caitong International Asset Management
Hong Kong
$10.1K
PSFG
324
Park Square Financial Group
Georgia
$10.1K
WWM
325
Wolff Wiese Magana
California
$9.67K