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AppFolio

381 hedge funds and large institutions have $4.39B invested in AppFolio in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 135 increasing their positions, 130 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $6.95M

3.29% more ownership

Funds ownership: 82.52%85.81% (+3.3%)

4% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 130

8% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 78

2% less funds holding

Funds holding: 388381 (-7)

7% less capital invested

Capital invested by funds: $4.7B → $4.39B (-$312M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
381
Holders Change
-7
Holders Change %
-1.8%
% of All Funds
5.11%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
72
Increased
135
Reduced
130
Closed
78
Calls
$16.6M
Puts
$6.95M
Net Calls
+$9.61M
Net Calls Change
+$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
376
Financial Management Professionals
Texas
$440 +$459 +2 New
HIA
377
HFM Investment Advisors
New Jersey
$220 +$229 +1 New
RS
378
Rakuten Securities
Japan
$220 +$229 +1 New
SFGP
379
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$220 +$229 +1 New
WCM
380
WealthTrak Capital Management
Virginia
$220 +$229 +1 New
BHWM
381
Bay Harbor Wealth Management
Maryland
$219 +$229 +1 New
Qube Research & Technologies (QRT)
382
Qube Research & Technologies (QRT)
United Kingdom
-$27.4M -111,070 Closed
WC
383
Westwind Capital
New Mexico
-$19.1M -77,583 Closed
DAM
384
Deepwater Asset Management
Minnesota
-$15.5M -62,756 Closed
CC
385
Crosslink Capital
California
-$15.2M -61,534 Closed
Assenagon Asset Management
386
Assenagon Asset Management
Luxembourg
-$12.8M -52,007 Closed
UE
387
Unisphere Establishment
Liechtenstein
-$6.24M -25,300 Closed
HIM
388
Hillsdale Investment Management
Ontario, Canada
-$5.98M -24,218 Closed
JF
389
Jump Financial
Illinois
-$5.58M -22,610 Closed
PMAM
390
Picton Mahoney Asset Management
Ontario, Canada
-$4.86M -19,709 Closed
IIM
391
INTECH Investment Management
Florida
-$3.86M -15,629 Closed
CCIA
392
Campbell & Co Investment Adviser
Maryland
-$3.71M -15,028 Closed
Jane Street
393
Jane Street
New York
-$3.08M -13,414 Closed
ACM
394
Aquatic Capital Management
Illinois
-$2.92M -11,833 Closed
IA
395
Inspire Advisors
Idaho
-$2.66M -10,796 Closed
MGM
396
Miura Global Management
New York
-$2.47M -10,000 Closed
SC
397
Savant Capital
Illinois
-$2.12M -8,601 Closed
PI
398
PineBridge Investments
New York
-$1.99M -8,072 Closed
SG Americas Securities
399
SG Americas Securities
New York
-$1.76M -7,145 Closed
QC
400
Quadrature Capital
United Kingdom
-$1.66M -6,740 Closed