244 hedge funds and large institutions have $1.26B invested in Appian in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 89 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)

0.85% less ownership

Funds ownership: 83.97%83.13% (-0.85%)

80% less call options, than puts

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

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