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AppFolio

401 hedge funds and large institutions have $5.51B invested in AppFolio in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 131 increasing their positions, 137 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 380401 (+21)

4% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 137

1.74% less ownership

Funds ownership: 89.17%87.43% (-1.7%)

Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.3M
Puts
$11.1M
Net Calls
Net Calls Change

Top Buyers

1 +$92M
2 +$53.4M
3 +$32.1M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$24.4M
5
Invesco
Invesco
Georgia
+$22.5M

Top Sellers

1 -$65.3M
2 -$50.9M
3 -$50M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$46.1M
5
Morgan Stanley
Morgan Stanley
New York
-$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
326
Arax Advisory Partners
Colorado
$53.8K
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$52.9K
FFA
328
Farther Finance Advisors
California
$50.7K
SSG
329
Summit Securities Group
New York
$47.7K
AF
330
Allworth Financial
California
$46.9K
VCM
331
Versant Capital Management
Arizona
$41.3K
HFS
332
Hantz Financial Services
Michigan
$39K
FHC
333
First Horizon Corporation
Tennessee
$38.9K
TPCW
334
TD Private Client Wealth
New York
$36.7K
RFP
335
Root Financial Partners
California
$31.4K
IFU
336
iSAM Funds (UK)
United Kingdom
$24.8K
WANY
337
Wealthspire Advisors (New York)
New York
$21.8K
T
338
Tidemark
California
$20.9K
Rockefeller Capital Management
339
Rockefeller Capital Management
New York
$16K
Mitsubishi UFJ Asset Management
340
Mitsubishi UFJ Asset Management
Japan
$15.4K
EWA
341
EverSource Wealth Advisors
Alabama
$15.2K
TFA
342
Transamerica Financial Advisors
Florida
$14.1K
MCM
343
MAI Capital Management
Ohio
$13.8K
GRP
344
Global Retirement Partners
California
$13.5K
RA
345
Rise Advisors
New York
$13.2K
PPC
346
Park Place Capital
Alabama
$13.2K
Optiver Holding
347
Optiver Holding
Netherlands
$11.9K
WWM
348
Wolff Wiese Magana
California
$11.6K
BIA
349
Bell Investment Advisors
California
$11.6K
CI Investments Inc
350
CI Investments Inc
Ontario, Canada
$10K