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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
CAL
376
Capital Advisors Ltd
Ohio
$2K
BFS
377
Bare Financial Services
Pennsylvania
$1.93K
LFG
378
Larson Financial Group
Missouri
$1.93K
PTC
379
Private Trust Company
Ohio
$1.65K
RIL
380
Rothschild Investment LLC
Illinois
$1.65K
TPBG
381
Turning Point Benefit Group
Maryland
$1.28K
SWM
382
Spire Wealth Management
Virginia
$1.2K
JWA
383
JFS Wealth Advisors
Pennsylvania
$1.1K
AWM
384
Abound Wealth Management
Tennessee
$1.1K
BAM
385
Bellevue Asset Management
Washington
$1.1K
SC
386
SouthState Corp
Florida
$827
TWD
387
True Wealth Design
Ohio
$827
TIM
388
Tortoise Investment Management
New York
$827
PWA
389
Physician Wealth Advisors
Utah
$552
WA
390
WPG Advisers
Maryland
$551
PEAK6
391
PEAK6
Illinois
$546
HIA
392
HFM Investment Advisors
New Jersey
$276
SIC
393
SJS Investment Consulting
Ohio
$276
RS
394
Rakuten Securities
Japan
$276
MCM
395
Manchester Capital Management
Vermont
$276
AF
396
Advisornet Financial
Minnesota
$276
CH
397
Cromwell Holdings
Wyoming
$276
RWM
398
Rialto Wealth Management
New York
$276
CIBC Private Wealth Group
399
CIBC Private Wealth Group
Georgia
$276
BHWM
400
Bay Harbor Wealth Management
Maryland
$275