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AppFolio

380 hedge funds and large institutions have $4.73B invested in AppFolio in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 154 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% more funds holding

Funds holding: 378380 (+2)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

24% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 154

Holders
380
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
NC
351
NewSquare Capital
Pennsylvania
$2.3K
ACM
352
Anfield Capital Management
California
$2.07K
CT
353
Clearstead Trust
Maine
$2.07K
CAL
354
Capital Advisors Ltd
Ohio
$2K
HWM
355
Hemington Wealth Management
Virginia
$2K
FFA
356
Farther Finance Advisors
California
$1.84K
FDCDDQ
357
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.61K
PTC
358
Private Trust Company
Ohio
$1.38K
TPCW
359
TD Private Client Wealth
New York
$1.38K
SO
360
Sierra Ocean
California
$1.15K
BFS
361
Bare Financial Services
Pennsylvania
$1.15K
SWM
362
Spire Wealth Management
Virginia
$1K
AWM
363
Abound Wealth Management
Tennessee
$922
JWA
364
JFS Wealth Advisors
Pennsylvania
$922
TWD
365
True Wealth Design
Ohio
$691
SC
366
SouthState Corp
Florida
$691
GWM
367
Geneos Wealth Management
Colorado
$691
LFG
368
Larson Financial Group
Missouri
$461
WA
369
WPG Advisers
Maryland
$461
HIA
370
HFM Investment Advisors
New Jersey
$461
SC
371
Stephens Consulting
Michigan
$461
MCM
372
Manchester Capital Management
Vermont
$231
SIC
373
SJS Investment Consulting
Ohio
$231
RWM
374
Rialto Wealth Management
New York
$231
AF
375
Advisornet Financial
Minnesota
$230