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AppFolio

400 hedge funds and large institutions have $4.87B invested in AppFolio in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 154 increasing their positions, 131 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
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
SC
426
SummitTX Capital
Texas
Pathstone Holdings
427
Pathstone Holdings
New Jersey
FRM
428
Fox Run Management
Connecticut
EGM
429
Engineers Gate Manager
New York
FGP
430
Freestone Grove Partners
California
JG
431
Jain Global
New York
BTWM
432
Baker Tilly Wealth Management
Wisconsin
SP
433
Saranac Partners
BFA
434
Brendel Financial Advisors
New Hampshire
BAM
435
Belpointe Asset Management
Nevada
SCM
436
Shelton Capital Management
Colorado
BWCS
437
Beirne Wealth Consulting Services
Connecticut
NFSG
438
Newbridge Financial Services Group
Florida
Corient Private Wealth
439
Corient Private Wealth
Florida
MBTD
440
Mechanics Bank - Trust Department
California
PWAM
441
Papamarkou Wellner Asset Management
New York
Polen Capital Management
442
Polen Capital Management
Florida
OIA
443
OneDigital Investment Advisors
Kansas
DJSG
444
D.J. St. Germain
Massachusetts
PS
445
Principal Securities
Iowa
HFM
446
Harvest Fund Management
China
ASN
447
Advisory Services Network
Georgia
SSG
448
Summit Securities Group
New York
IFU
449
iSAM Funds (UK)
United Kingdom
WANY
450
Wealthspire Advisors (New York)
New York