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AppFolio

384 hedge funds and large institutions have $4.5B invested in AppFolio in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $13.3M

26% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 121

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% less capital invested

Capital invested by funds: $4.61B → $4.5B (-$112M)

8% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 62

1.76% less ownership

Funds ownership: 84.96%83.2% (-1.8%)

2% less funds holding

Funds holding: 391384 (-7)

Holders
384
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
5.51%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
57
Increased
153
Reduced
121
Closed
62
Calls
$22.8M
Puts
$13.3M
Net Calls
+$9.48M
Net Calls Change
-$7.29M
Name Holding Trade Value Shares
Change
Change in
Stake
RS
351
Rakuten Securities
Japan
$9.42K +$4.68K +20 +100%
CI Investments Inc
352
CI Investments Inc
Ontario, Canada
$9K +$1.17K +5 +14%
BIA
353
Bell Investment Advisors
California
$8.95K
IHWM
354
Iron Horse Wealth Management
Iowa
$8.47K
MPWT
355
MassMutual Private Wealth & Trust
Connecticut
$6.83K +$1.17K +5 +21%
MA
356
MCF Advisors
Kentucky
$6.12K -$2.57K -11 -30%
CA
357
Clearstead Advisors
Ohio
$5.88K
WSFS
358
Wilmington Savings Fund Society
Delaware
$5.65K +$5.62K +24 New
AWM
359
Avior Wealth Management
Nebraska
$4.71K
CFB
360
Cullen/Frost Bankers
Texas
$4.71K +$936 +4 +25%
FNWA
361
Financial Network Wealth Advisors
Utah
$3.77K
BWL
362
Bogart Wealth LLC
Virginia
$3.53K
HCM
363
Hollencrest Capital Management
California
$3.53K
EWA
364
EverSource Wealth Advisors
Alabama
$3.3K -$936 -4 -22%
WWM
365
Wolff Wiese Magana
California
$2.83K +$2.81K +12 New
PWMG
366
Private Wealth Management Group
New Jersey
$2.35K -$3.28K -14 -58%
MCM
367
Manchester Capital Management
Vermont
$2.35K
ACM
368
Anfield Capital Management
California
$2.12K
CA
369
Continuum Advisory
Idaho
$2.1K +$234 +1 +13%
MIFH
370
Migdal Insurance & Financial Holdings
Israel
$2K -$11.7K -50 -86%
CAL
371
Capital Advisors Ltd
Ohio
$2K
FMII
372
Farmers & Merchants Investments Inc
Nebraska
$1.88K
VCM
373
Versant Capital Management
Arizona
$1.41K +$468 +2 +50%
TPCW
374
TD Private Client Wealth
New York
$1.18K
AAP
375
Arax Advisory Partners
Colorado
$942 -$936 -4 -50%