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AppFolio

397 hedge funds and large institutions have $4.87B invested in AppFolio in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 154 increasing their positions, 129 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
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
AWM
376
Abound Wealth Management
Tennessee
$931
TWD
377
True Wealth Design
Ohio
$931
SS
378
Sunbelt Securities
Texas
$931
SC
379
SouthState Corp
Florida
$698
CFM
380
Cornerstone Financial Management
Massachusetts
$698
PWA
381
Physician Wealth Advisors
Utah
$466
LFG
382
Larson Financial Group
Missouri
$465
WA
383
WPG Advisers
Maryland
$465
RS
384
Rakuten Securities
Japan
$465
RF
385
Rossby Financial
Florida
$465
OC
386
Optima Capital
Oregon
$465
AWM
387
Activest Wealth Management
Florida
$465
SIC
388
SJS Investment Consulting
Ohio
$233
HIA
389
HFM Investment Advisors
New Jersey
$233
AF
390
Advisornet Financial
Minnesota
$233
RWM
391
Rialto Wealth Management
New York
$233
MCM
392
Manchester Capital Management
Vermont
$233
CH
393
Cromwell Holdings
Wyoming
$233
TPBG
394
Turning Point Benefit Group
Maryland
$232
BHWM
395
Bay Harbor Wealth Management
Maryland
$232
DF
396
Dunhill Financial
United Kingdom
$124
MI
397
Motiv8 Investments
Florida
$3
1832 Asset Management
398
1832 Asset Management
Ontario, Canada
DCM
399
Driehaus Capital Management
Illinois
WA
400
Watchtower Advisors
Connecticut