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AppFolio

400 hedge funds and large institutions have $4.87B invested in AppFolio in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 154 increasing their positions, 131 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$61.4M
Puts
$11.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
376
Toronto Dominion Bank
Ontario, Canada
$1.15K
SWM
377
Spire Wealth Management
Virginia
$1.01K
AWM
378
Abound Wealth Management
Tennessee
$931
TWD
379
True Wealth Design
Ohio
$931
SS
380
Sunbelt Securities
Texas
$931
SC
381
SouthState Corp
Florida
$698
CFM
382
Cornerstone Financial Management
Massachusetts
$698
PWA
383
Physician Wealth Advisors
Utah
$466
LFG
384
Larson Financial Group
Missouri
$465
WA
385
WPG Advisers
Maryland
$465
RS
386
Rakuten Securities
Japan
$465
RF
387
Rossby Financial
Florida
$465
OC
388
Optima Capital
Oregon
$465
AWM
389
Activest Wealth Management
Florida
$465
MCM
390
Manchester Capital Management
Vermont
$233
AF
391
Advisornet Financial
Minnesota
$233
CH
392
Cromwell Holdings
Wyoming
$233
SIC
393
SJS Investment Consulting
Ohio
$233
RWM
394
Rialto Wealth Management
New York
$233
HIA
395
HFM Investment Advisors
New Jersey
$233
SWM
396
SHP Wealth Management
Massachusetts
$233
TPBG
397
Turning Point Benefit Group
Maryland
$232
BHWM
398
Bay Harbor Wealth Management
Maryland
$232
DF
399
Dunhill Financial
United Kingdom
$124
MI
400
Motiv8 Investments
Florida
$3