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AppFolio

382 hedge funds and large institutions have $4.73B invested in AppFolio in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 155 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 379382 (+3)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

25% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 155

Holders
382
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
WTC
351
WhitTier Trust Company
Nevada
$2.76K
CIA
352
Cape Investment Advisory
Georgia
$2.76K
NC
353
NewSquare Capital
Pennsylvania
$2.3K
ACM
354
Anfield Capital Management
California
$2.07K
CT
355
Clearstead Trust
Maine
$2.07K
CAL
356
Capital Advisors Ltd
Ohio
$2K
HWM
357
Hemington Wealth Management
Virginia
$2K
FFA
358
Farther Finance Advisors
California
$1.84K
FDCDDQ
359
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.61K
PTC
360
Private Trust Company
Ohio
$1.38K
TPCW
361
TD Private Client Wealth
New York
$1.38K
SO
362
Sierra Ocean
California
$1.15K
BFS
363
Bare Financial Services
Pennsylvania
$1.15K
SWM
364
Spire Wealth Management
Virginia
$1K
AWM
365
Abound Wealth Management
Tennessee
$922
JWA
366
JFS Wealth Advisors
Pennsylvania
$922
TWD
367
True Wealth Design
Ohio
$691
SC
368
SouthState Corp
Florida
$691
GWM
369
Geneos Wealth Management
Colorado
$691
LFG
370
Larson Financial Group
Missouri
$461
WA
371
WPG Advisers
Maryland
$461
HIA
372
HFM Investment Advisors
New Jersey
$461
SC
373
Stephens Consulting
Michigan
$461
MCM
374
Manchester Capital Management
Vermont
$231
SIC
375
SJS Investment Consulting
Ohio
$231