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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
Mitsubishi UFJ Asset Management
326
Mitsubishi UFJ Asset Management
Japan
$12.3K +$12.8K +56 New
SS
327
SBI Securities
Japan
$11.2K +$7.11K +31 +155%
MCM
328
MAI Capital Management
Ohio
$11K
RA
329
Rise Advisors
New York
$10.6K
PPC
330
Park Place Capital
Alabama
$10.6K +$1.61K +7 +17%
PSFG
331
Park Square Financial Group
Georgia
$9.68K
WWM
332
Wolff Wiese Magana
California
$9.24K +$6.88K +30 +250%
SW
333
SVB Wealth
Massachusetts
$9.23K +$9.63K +42 New
CI Investments Inc
334
CI Investments Inc
Ontario, Canada
$9K
IHWM
335
Iron Horse Wealth Management
Iowa
$7.92K
BIA
336
Bell Investment Advisors
California
$7.04K
AAP
337
Arax Advisory Partners
Colorado
$7.04K +$6.65K +29 +967%
CA
338
CoreCap Advisors
Michigan
$6.38K -$1.15K -5 -15%
CFB
339
Cullen/Frost Bankers
Texas
$6.38K +$1.15K +5 +21%
T
340
Tidemark
California
$5.5K +$5.74K +25 New
ADL
341
Asset Dedication LLC
California
$5.06K -$14K -61 -73%
MG
342
Mather Group
Illinois
$5.06K +$5.28K +23 New
MAFA
343
MJT & Associates Financial Advisory
Minnesota
$5.06K +$5.28K +23 New
T
344
Transce3nd
Texas
$4.62K -$72.7K -317 -94%
CA
345
Continuum Advisory
Idaho
$4.4K +$2.52K +11 +122%
PWMG
346
Private Wealth Management Group
New Jersey
$3.96K
PFBT
347
Parkside Financial Bank & Trust
Missouri
$3.96K +$3.9K +17 +1,700%
GC
348
Globeflex Capital
California
$3.74K -$1.51M -6,582 -100%
BWL
349
Bogart Wealth LLC
Virginia
$3.3K
HCM
350
Hollencrest Capital Management
California
$3.3K