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AppFolio

384 hedge funds and large institutions have $4.5B invested in AppFolio in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $13.3M

26% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 121

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% less capital invested

Capital invested by funds: $4.61B → $4.5B (-$112M)

8% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 62

1.76% less ownership

Funds ownership: 84.96%83.2% (-1.8%)

2% less funds holding

Funds holding: 391384 (-7)

Holders
384
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
5.51%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
57
Increased
153
Reduced
121
Closed
62
Calls
$22.8M
Puts
$13.3M
Net Calls
+$9.48M
Net Calls Change
-$7.29M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
426
O'Shaughnessy Asset Management
Connecticut
-$252K -1,030 Closed
CWM
427
Congress Wealth Management
Massachusetts
-$245K -1,000 Closed
VF
428
Virtu Financial
New York
-$245K -1,000 Closed
NA
429
NewEdge Advisors
Louisiana
-$221K -903 Closed
ATPW
430
Ashton Thomas Private Wealth
Arizona
-$213K -871 Closed
Twin Tree Management
431
Twin Tree Management
Texas
-$168K -717 Closed
CFM
432
Catalyst Funds Management
Australia
-$147K -600 Closed
HFM
433
Harvest Fund Management
China
-$99K -404 Closed
IWA
434
IBEX Wealth Advisors
New Jersey
-$48.9K -200 Closed
AIM
435
Arcadia Investment Management
Michigan
-$35.2K -144 Closed
Citadel Advisors
436
Citadel Advisors
Florida
-$33.5K -143 Closed
IA
437
IFP Advisors
Florida
-$24.5K -100 Closed
Group One Trading
438
Group One Trading
Illinois
-$22K -94 Closed
IC
439
Innealta Capital
Texas
-$16.9K -69 Closed
OWA
440
Opal Wealth Advisors
New York
-$12.2K -50 Closed
MG
441
Mather Group
Illinois
-$7.65K -31 Closed
SIC
442
Salem Investment Counselors
North Carolina
-$5.14K -21 Closed
RWMG
443
Redwood Wealth Management Group
New Jersey
-$4.89K -20 Closed
AFWM
444
Abich Financial Wealth Management
Virginia
-$734 -3 Closed
RAM
445
Riggs Asset Management
Pennsylvania
-$490 -2 Closed
HWM
446
Hemington Wealth Management
Virginia
+$234 +1 New