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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
ET
401
Entropy Technologies
New York
-$1.44M -5,830 Closed
JCIA
402
Jackson Creek Investment Advisors
Colorado
-$1.4M -5,689 Closed
BPC
403
Bryce Point Capital
New York
-$1.39M -5,640 Closed
PFG
404
PAX Financial Group
Texas
-$1.1M -4,445 Closed
HCA
405
Harbor Capital Advisors
Illinois
-$1.04M -4,227 Closed
Pacer Advisors
406
Pacer Advisors
Pennsylvania
-$823K -3,334 Closed
DIM
407
DC Investments Management
Virginia
-$820K -3,323 Closed
SSA
408
Schonfeld Strategic Advisors
New York
-$817K -3,310 Closed
Nomura Holdings
409
Nomura Holdings
Japan
-$755K -3,062 Closed
YIH
410
Y-Intercept (HK)
Hong Kong
-$753K -3,052 Closed
SA
411
Sanctuary Advisors
Indiana
-$750K -2,958 Closed
MMEA
412
Main Management ETF Advisors
California
-$703K -2,848 Closed
SPA
413
Sherbrooke Park Advisers
New York
-$694K -2,812 Closed
Schroder Investment Management Group
414
Schroder Investment Management Group
United Kingdom
-$673K -2,722 Closed
BAM
415
Belpointe Asset Management
Nevada
-$597K -2,574 Closed
FCA
416
Fortis Capital Advisors
Kansas
-$597K -2,574 Closed
MFG
417
Merit Financial Group
Georgia
-$560K -2,268 Closed
HSBC Holdings
418
HSBC Holdings
United Kingdom
-$557K -2,241 Closed
I
419
InceptionR
California
-$553K -2,240 Closed
PCM
420
Penserra Capital Management
California
-$549K -2,226 Closed
DFCM
421
Dark Forest Capital Management
Puerto Rico
-$549K -2,224 Closed
SAM
422
Silvercrest Asset Management
New York
-$481K -1,950 Closed
OTL
423
Oak Thistle LLC
New York
-$464K -1,882 Closed
XT
424
XTX Topco
Cayman Islands
-$427K -1,730 Closed
Cambridge Investment Research Advisors
425
Cambridge Investment Research Advisors
Iowa
-$349K -1,413 Closed