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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
DWM
426
Dakota Wealth Management
Florida
-$339K -1,374 Closed
CIC
427
Cornercap Investment Counsel
Georgia
-$302K -1,223 Closed
CM
428
Crestline Management
Texas
-$296K -1,200 Closed
SFC
429
SYM Financial Corp
Indiana
-$292K -1,182 Closed
CPA
430
Capital Performance Advisors
California
-$256K -1,037 Closed
AI
431
Atom Investors
Texas
-$256K -1,036 Closed
PCM
432
Polymer Capital Management
New York
-$253K -1,026 Closed
CPIG
433
Chicago Partners Investment Group
Illinois
-$257K -1,012 Closed
SWA
434
Sax Wealth Advisors
New Jersey
-$247K -1,002 Closed
PAG
435
Poinciana Advisors Group
Florida
-$245K -995 Closed
ATPW
436
Ashton Thomas Private Wealth
Arizona
-$235K -953 Closed
FPAS
437
Focus Partners Advisor Solutions
Missouri
-$227K -921 Closed
CWM
438
Congress Wealth Management
Massachusetts
-$226K -916 Closed
Pathstone Holdings
439
Pathstone Holdings
New Jersey
-$225K -914 Closed
WorldQuant Millennium Advisors
440
WorldQuant Millennium Advisors
New York
-$222K -901 Closed
KIC
441
Kensington Investment Counsel
California
-$222K -900 Closed
CA
442
Cache Advisors
California
-$218K -883 Closed
SCM
443
Shelton Capital Management
Colorado
-$210K -853 Closed
SCM
444
Stevens Capital Management
Pennsylvania
-$202K -820 Closed
DWA
445
Delap Wealth Advisory
Oregon
-$201K -814 Closed
SIC
446
Salem Investment Counselors
North Carolina
-$123K -500 Closed
NEI
447
Northwest & Ethical Investments
Ontario, Canada
-$111K -450 Closed
VWM
448
Venturi Wealth Management
Texas
-$98.7K -400 Closed
Walleye Trading
449
Walleye Trading
New York
-$78.7K -319 Closed
CMBA
450
C.M. Bidwell & Associates
Hawaii
-$76.7K -311 Closed