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AppFolio

401 hedge funds and large institutions have $5.51B invested in AppFolio in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 131 increasing their positions, 137 reducing their positions, and 48 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 380401 (+21)

4% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 137

1.74% less ownership

Funds ownership: 89.17%87.43% (-1.7%)

Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.3M
Puts
$11.1M
Net Calls
Net Calls Change

Top Buyers

1 +$92M
2 +$53.4M
3 +$32.1M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$24.4M
5
Invesco
Invesco
Georgia
+$22.5M

Top Sellers

1 -$65.3M
2 -$50.9M
3 -$50M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$46.1M
5
Morgan Stanley
Morgan Stanley
New York
-$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
CoreCap Advisors
Michigan
$9.65K
SCM
352
Sterling Capital Management
North Carolina
$9.1K
PWMG
353
Private Wealth Management Group
New Jersey
$7.17K
MG
354
Mather Group
Illinois
$6.62K
ADL
355
Asset Dedication LLC
California
$6.34K
JWM
356
JPL Wealth Management
Colorado
$6.07K
MPWT
357
MassMutual Private Wealth & Trust
Connecticut
$6.07K
QC
358
Quent Capital
New York
$6.07K
PFBT
359
Parkside Financial Bank & Trust
Missouri
$5.51K
FMII
360
Farmers & Merchants Investments Inc
Nebraska
$5.51K
JFGIW
361
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.24K
CIAM
362
Caitong International Asset Management
Hong Kong
$4.96K
SS
363
SBI Securities
Japan
$4.96K
GC
364
Globeflex Capital
California
$4.69K
BWL
365
Bogart Wealth LLC
Virginia
$4.69K
HCM
366
Hollencrest Capital Management
California
$4.13K
FFO
367
Fortitude Family Office
Arizona
$4.13K
NC
368
North Capital
Utah
$4.13K
AS
369
Altshuler Shaham
Israel
$4.13K
HWM
370
Hemington Wealth Management
Virginia
$3K
T. Rowe Price Investment Management
371
T. Rowe Price Investment Management
Maryland
$3K
WTC
372
WhitTier Trust Company
Nevada
$3K
ACM
373
Anfield Capital Management
California
$2.48K
CT
374
Clearstead Trust
Maine
$2.48K
MAM
375
Marquette Asset Management
Minnesota
$2.21K