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221 hedge funds and large institutions have $1.02B invested in Appian in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 81 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 43

66% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 29

9% more funds holding

Funds holding: 203221 (+18)

5.38% more ownership

Funds ownership: 76.78%82.16% (+5.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $1.08B → $1.02B (-$64M)

80% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $92.1M

Holders
221
Holders Change
+18
Holders Change %
+8.87%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
48
Increased
81
Reduced
43
Closed
29
Calls
$18.9M
Puts
$92.1M
Net Calls
-$73.3M
Net Calls Change
-$76.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
226
Two Sigma Investments
New York
-$680K -20,629 Closed
BHCM
227
Brevan Howard Capital Management
Jersey
-$647K -19,609 Closed
BPC
228
Bryce Point Capital
New York
-$451K -13,664 Closed
VF
229
Virtu Financial
New York
-$421K -12,760 Closed
DFA
230
DHK Financial Advisors
New Hampshire
-$392K -11,874 Closed
DTL
231
Dynamic Technology Lab
Singapore
-$343K -10,400 Closed
SPA
232
Sherbrooke Park Advisers
New York
-$320K -9,690 Closed
WP
233
Woodline Partners
California
-$303K -9,185 Closed
CCIA
234
Campbell & Co Investment Adviser
Maryland
-$278K -8,440 Closed
ET
235
Entropy Technologies
New York
-$208K -6,300 Closed
SOW
236
State of Wyoming
Wyoming
-$99.2K -3,007 Closed
AFG
237
Albion Financial Group
Utah
-$85.6K -2,594 Closed
RS
238
R Squared
Hong Kong
-$20.1K -610 Closed
VWM
239
Venturi Wealth Management
Texas
-$10.6K -321 Closed
AWM
240
Avior Wealth Management
Nebraska
-$4.16K -126 Closed
DRP
241
Decker Retirement Planning
Utah
-$3.69K -112 Closed
TAM
242
Tucker Asset Management
Colorado
-$3.63K -110 Closed
AWM
243
Activest Wealth Management
Florida
-$3.37K -103 Closed
LFG
244
Larson Financial Group
Missouri
-$2.6K -79 Closed
BBHC
245
Brown Brothers Harriman & Co
New York
-$1.32K -40 Closed
CA
246
Clearstead Advisors
Ohio
-$759 -23 Closed
RCM
247
Raleigh Capital Management
North Carolina
-$660 -20 Closed
AF
248
Advisornet Financial
Minnesota
-$330 -10 Closed
IA
249
IFP Advisors
Florida
-$330 -10 Closed
LFA
250
Legend Financial Advisors
Pennsylvania
-$231 -7 Closed

APPN Hedge Fund Activity: Q1 2025 in Review

221 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2025, worth a combined $1.02B — down 5.9% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new APPN positions and 29 closed out — a net gain of 19 holders — while 81 added to existing stakes and 43 trimmed.

The largest buyer was Hawk Ridge Capital Management, opening a new position worth an estimated $8.58M. The largest seller was Morgan Stanley, cutting an estimated $7.73M.

  • 221 institutional investors held Appian (APPN) as of Q1 2025, up from 203 in Q4 2024.
  • Funds reported $1.02B of Appian stock for Q1 2025, down 5.9% quarter-over-quarter.
  • 48 funds opened new Appian positions in Q1 2025 and 29 closed out, a net change of +19 holders.
  • The largest Appian buyer in Q1 2025 was Hawk Ridge Capital Management, an estimated $8.58M added.
  • The largest Appian seller in Q1 2025 was Morgan Stanley, an estimated $7.73M sold.

Based on aggregated 13F filings for Q1 2025.