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AppFolio

405 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, 132 increasing their positions, 138 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: 382405 (+23)

4% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 138

1.72% less ownership

Funds ownership: 89.18%87.46% (-1.7%)

Holders
405
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
WTC
376
WhitTier Trust Company
Nevada
$3K
ACM
377
Anfield Capital Management
California
$2.48K
CT
378
Clearstead Trust
Maine
$2.48K
MAM
379
Marquette Asset Management
Minnesota
$2.21K
CAL
380
Capital Advisors Ltd
Ohio
$2K
BFS
381
Bare Financial Services
Pennsylvania
$1.93K
LFG
382
Larson Financial Group
Missouri
$1.93K
PTC
383
Private Trust Company
Ohio
$1.65K
RIL
384
Rothschild Investment LLC
Illinois
$1.65K
TPBG
385
Turning Point Benefit Group
Maryland
$1.28K
SWM
386
Spire Wealth Management
Virginia
$1.2K
JWA
387
JFS Wealth Advisors
Pennsylvania
$1.1K
AWM
388
Abound Wealth Management
Tennessee
$1.1K
BAM
389
Bellevue Asset Management
Washington
$1.1K
SC
390
SouthState Corp
Florida
$827
TWD
391
True Wealth Design
Ohio
$827
TIM
392
Tortoise Investment Management
New York
$827
PWA
393
Physician Wealth Advisors
Utah
$552
WA
394
WPG Advisers
Maryland
$551
PEAK6
395
PEAK6
Illinois
$546
HIA
396
HFM Investment Advisors
New Jersey
$276
AF
397
Advisornet Financial
Minnesota
$276
SIC
398
SJS Investment Consulting
Ohio
$276
CH
399
Cromwell Holdings
Wyoming
$276
RWM
400
Rialto Wealth Management
New York
$276