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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
FMII
351
Farmers & Merchants Investments Inc
Nebraska
$3.08K +$1.38K +6 +75%
NC
352
North Capital
Utah
$3.08K +$3.21K +14 New
CIBC Private Wealth Group
353
CIBC Private Wealth Group
Georgia
$2.92K +$3.21K +14 New
WTC
354
WhitTier Trust Company
Nevada
$2.64K +$2.75K +12 New
FFA
355
Farther Finance Advisors
California
$2.22K +$2.06K +9 +900%
MCM
356
Manchester Capital Management
Vermont
$2.2K
CAL
357
Capital Advisors Ltd
Ohio
$2K
ACM
358
Anfield Capital Management
California
$1.98K
NC
359
NewSquare Capital
Pennsylvania
$1.98K +$2.06K +9 New
PTC
360
Private Trust Company
Ohio
$1.32K
LFG
361
Larson Financial Group
Missouri
$1.32K +$688 +3 +100%
SO
362
Sierra Ocean
California
$1.1K
AWM
363
Activest Wealth Management
Florida
$1.1K +$1.15K +5 New
SC
364
SouthState Corp
Florida
$1.1K +$1.15K +5 New
HWM
365
Hemington Wealth Management
Virginia
$1K +$459 +2 +50%
HFS
366
Hantz Financial Services
Michigan
$1K +$1.15K +5 New
WA
367
WPG Advisers
Maryland
$880 -$459 -2 -33%
AWM
368
Abound Wealth Management
Tennessee
$880
JWA
369
JFS Wealth Advisors
Pennsylvania
$880
GFPC
370
Global Financial Private Client
Florida
$880 +$688 +3 +300%
CFO
371
CVA Family Office
Colorado
$880 +$918 +4 New
FDCDDQ
372
Federation des caisses Desjardins du Quebec
Quebec, Canada
$440
SIC
373
SJS Investment Consulting
Ohio
$440
AF
374
Advisornet Financial
Minnesota
$440 +$459 +2 New
CFD
375
Creative Financial Designs
Indiana
$440 +$459 +2 New