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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
BIA
326
Bell Investment Advisors
California
$9.67K
CI Investments Inc
327
CI Investments Inc
Ontario, Canada
$9K
IHWM
328
Iron Horse Wealth Management
Iowa
$8.29K
CA
329
CoreCap Advisors
Michigan
$8.06K
EWA
330
EverSource Wealth Advisors
Alabama
$7.6K
SCM
331
Sterling Capital Management
North Carolina
$7.37K
HFS
332
Hantz Financial Services
Michigan
$7K
PWMG
333
Private Wealth Management Group
New Jersey
$5.99K
AAP
334
Arax Advisory Partners
Colorado
$5.99K
ADL
335
Asset Dedication LLC
California
$5.3K
MAFA
336
MJT & Associates Financial Advisory
Minnesota
$5.3K
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$4.84K
Optiver Holding
338
Optiver Holding
Netherlands
$4.38K
TPWA
339
Twin Peaks Wealth Advisors
California
$4.09K
SS
340
SBI Securities
Japan
$3.92K
GC
341
Globeflex Capital
California
$3.92K
FMII
342
Farmers & Merchants Investments Inc
Nebraska
$3.92K
HCM
343
Hollencrest Capital Management
California
$3.45K
BWL
344
Bogart Wealth LLC
Virginia
$3.45K
FFO
345
Fortitude Family Office
Arizona
$3.45K
NC
346
North Capital
Utah
$3.22K
PFBT
347
Parkside Financial Bank & Trust
Missouri
$2.99K
PAS
348
Point72 Asia (Singapore)
Singapore
$2.8K
WTC
349
WhitTier Trust Company
Nevada
$2.76K
CIA
350
Cape Investment Advisory
Georgia
$2.76K