245 hedge funds and large institutions have $1.27B invested in Appian in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 91 increasing their positions, 72 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.8% less ownership

Funds ownership: 84.63%83.83% (-0.8%)

80% less call options, than puts

Call options by funds: $15.9M | Put options by funds: $81.2M

Holders
245
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.9M
Puts
$81.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFAS
226
Keating Financial Advisory Services
Kansas
$1.24K
C
227
Covestor
United Kingdom
$1K
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$992
GIA
229
GHP Investment Advisors
Colorado
$992
SIC
230
SJS Investment Consulting
Ohio
$815
DSC
231
Duncker Streett & Co
Missouri
$744
CA
232
Clearstead Advisors
Ohio
$709
SS
233
Sunbelt Securities
Texas
$673
CIAM
234
Caitong International Asset Management
Hong Kong
$673
BBPWM
235
Blue Bell Private Wealth Management
Pennsylvania
$531
TC
236
Truvestments Capital
Florida
$460
VWWMG
237
Vermillion & White Wealth Management Group
Pennsylvania
$390
GEA
238
Glen Eagle Advisors
New Jersey
$248
AAP
239
Arax Advisory Partners
Colorado
$213
APW
240
Atlantic Private Wealth
North Carolina
$177
SWM
241
SHP Wealth Management
Massachusetts
$142
SA
242
Strategic Advocates
Utah
$72
GRP
243
Global Retirement Partners
California
$71
DF
244
Dunhill Financial
United Kingdom
$25
MI
245
Motiv8 Investments
Florida
$1
FCM
246
Frontier Capital Management
Massachusetts
WP
247
Woodline Partners
California
RC
248
Roubaix Capital
Colorado
Luther King Capital Management (LKCM)
249
Luther King Capital Management (LKCM)
Texas
Voloridge Investment Management
250
Voloridge Investment Management
Florida