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AppFolio

400 hedge funds and large institutions have $4.87B invested in AppFolio in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 154 increasing their positions, 131 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$61.4M
Puts
$11.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
326
MAI Capital Management
Ohio
$32.8K
RFP
327
Root Financial Partners
California
$27.2K
CA
328
Clearstead Advisors
Ohio
$26.5K
EWA
329
EverSource Wealth Advisors
Alabama
$25.8K
DB
330
Danske Bank
Denmark
$23.3K
T
331
Tidemark
California
$17.7K
WETS
332
Wealth Enhancement Trust Services
South Dakota
$16.8K
BIA
333
Bell Investment Advisors
California
$14.7K
GRP
334
Global Retirement Partners
California
$14.4K
PFBT
335
Parkside Financial Bank & Trust
Missouri
$13.3K
PWPS
336
Pinnacle Wealth Planning Services
Ohio
$13K
SAM
337
Smartleaf Asset Management
Massachusetts
$13K
Mitsubishi UFJ Asset Management
338
Mitsubishi UFJ Asset Management
Japan
$12.9K
TFA
339
Transamerica Financial Advisors
Florida
$11.9K
PPC
340
Park Place Capital
Alabama
$10.9K
WWM
341
Wolff Wiese Magana
California
$10K
HPC
342
HM Payson & Co
Maine
$9.07K
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$7.68K
MPWT
344
MassMutual Private Wealth & Trust
Connecticut
$6.75K
CAM
345
Chesapeake Asset Management
New York
$6.51K
PWMG
346
Private Wealth Management Group
New Jersey
$6.05K
ANBT
347
American National Bank & Trust
Texas
$6.05K
AWA
348
Acumen Wealth Advisors
Tennessee
$5.82K
RIAS
349
Rachor Investment Advisory Services
Michigan
$5.82K
ADL
350
Asset Dedication LLC
California
$5.35K