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AppFolio

391 hedge funds and large institutions have $4.62B invested in AppFolio in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 142 increasing their positions, 125 reducing their positions, and 43 closing their positions.

Holders
391
Holders Change
+26
Holders Change %
+7.12%
% of All Funds
5.69%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
72
Increased
142
Reduced
125
Closed
43
Calls
$24.9M
Puts
$8.14M
Net Calls
+$16.8M
Net Calls Change
+$14.2M
Name Market Value Shares Shares
Change
Shares
Change %
BTI
351
Blue Trust Inc
Georgia
$15.5K 63 +63 New
PS
352
Principal Securities
Iowa
$14.7K 60 +4 +7%
MIFH
353
Migdal Insurance & Financial Holdings
Israel
$14K 58 -26 -31%
OWA
354
Opal Wealth Advisors
New York
$12.2K 50 +50 New
RA
355
Rise Advisors
New York
$11.7K 48
PPC
356
Park Place Capital
Alabama
$10K 41
BIA
357
Bell Investment Advisors
California
$9.29K 38 +8 +27%
MA
358
MCF Advisors
Kentucky
$9.05K 37 +5 +16%
CI Investments Inc
359
CI Investments Inc
Ontario, Canada
$9K 35 -2 -5%
IHWM
360
Iron Horse Wealth Management
Iowa
$8.81K 36
MG
361
Mather Group
Illinois
$7.65K 31 -32 -51%
CA
362
Clearstead Advisors
Ohio
$6.12K 25 +25 New
ADL
363
Asset Dedication LLC
California
$6.12K 25 +25 New
SAM
364
Smartleaf Asset Management
Massachusetts
$5.97K 24 +24 New
PWMG
365
Private Wealth Management Group
New Jersey
$5.87K 24 +14 +140%
MPWT
366
MassMutual Private Wealth & Trust
Connecticut
$5.87K 24 +19 +380%
SIC
367
Salem Investment Counselors
North Carolina
$5.14K 21 +21 New
AWM
368
Avior Wealth Management
Nebraska
$4.89K 20 -4 -17%
RS
369
Rakuten Securities
Japan
$4.89K 20 +20 New
RWMG
370
Redwood Wealth Management Group
New Jersey
$4.89K 20 +20 New
EWA
371
EverSource Wealth Advisors
Alabama
$3.99K 18 +13 +260%
CFB
372
Cullen/Frost Bankers
Texas
$3.91K 16 +16 New
FNWA
373
Financial Network Wealth Advisors
Utah
$3.91K 16 +16 New
HCM
374
Hollencrest Capital Management
California
$3.67K 15
BWL
375
Bogart Wealth LLC
Virginia
$3.67K 15