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AppFolio

380 hedge funds and large institutions have $4.73B invested in AppFolio in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% more funds holding

Funds holding: 378380 (+2)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

24% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 154

Holders
380
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.5M
Puts
$3.98M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHCM
176
Brevan Howard Capital Management
Jersey
$848K
M1FG
177
Mach-1 Financial Group
Arkansas
$803K
IFA
178
Index Fund Advisors
California
$777K
Pictet Asset Management
179
Pictet Asset Management
Switzerland
$774K
AWF
180
Alpha Wealth Funds
Utah
$773K
VA
181
Vident Advisory
Georgia
$741K
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$739K
P
183
&Partners
Tennessee
$735K
CFMC
184
Curbstone Financial Management Corp
New Hampshire
$712K
Allianz Asset Management
185
Allianz Asset Management
Germany
$674K
NAM
186
NorthCrest Asset Manangement
Minnesota
$666K
ET
187
Entropy Technologies
New York
$629K
CFO
188
Callan Family Office
Pennsylvania
$626K
AAM
189
AMI Asset Management
California
$626K
EP
190
Edgestream Partners
New Jersey
$610K
SOADOR
191
State of Alaska Department of Revenue
Alaska
$597K
HighTower Advisors
192
HighTower Advisors
Illinois
$588K
Baird Financial Group
193
Baird Financial Group
Wisconsin
$583K
LI
194
LVZ Inc
Michigan
$562K
Lazard Asset Management
195
Lazard Asset Management
New York
$557K
VPIM
196
Vanguard Personalized Indexing Management
California
$550K
IFU
197
iSAM Funds (UK)
United Kingdom
$549K
N
198
Natixis
France
$546K
Public Employees Retirement Association of Colorado
199
Public Employees Retirement Association of Colorado
Colorado
$542K
NYLIM
200
New York Life Investment Management
New York
$540K