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207 hedge funds and large institutions have $939M invested in Appian in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 68 increasing their positions, 71 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

835% more call options, than puts

Call options by funds: $28.2M | Put options by funds: $3.02M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6.94% more ownership

Funds ownership: 83.83%90.77% (+6.9%)

4% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 71

16% less funds holding

Funds holding: 245207 (-38)

26% less capital invested

Capital invested by funds: $1.27B → $939M (-$330M)

43% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 69

Holders
207
Holders Change
-38
Holders Change %
-15.51%
% of All Funds
2.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
39
Increased
68
Reduced
71
Closed
69
Calls
$28.2M
Puts
$3.02M
Net Calls
+$25.2M
Net Calls Change
+$90.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
251
Pictet Asset Management
Switzerland
-$206K -5,805 Closed
SO
252
STRS Ohio
Ohio
-$117K -3,300 Closed
CWP
253
Concord Wealth Partners
Virginia
-$91.3K -2,579 Closed
NS
254
NBC Securities
Alabama
-$80.5K -2,272 Closed
AB
255
Amalgamated Bank
New York
-$44K -1,238 Closed
KAS
256
Kestra Advisory Services
Texas
-$34.5K -974 Closed
NICM
257
Neo Ivy Capital Management
New York
-$33.6K -949 Closed
Simplex Trading
258
Simplex Trading
Illinois
-$23K -849 Closed
ACM
259
Aster Capital Management
United Arab Emirates
-$29.7K -838 Closed
QL
260
Quarry LP
New York
-$11.7K -330 Closed
Group One Trading
261
Group One Trading
Illinois
-$7.19K -265 Closed
SFG
262
Strive Financial Group
Indiana
-$4.61K -130 Closed
TWC
263
TD Waterhouse Canada
Ontario, Canada
-$3.54K -100 Closed
FHA
264
Flagship Harbor Advisors
Massachusetts
-$3.37K -95 Closed
AUB
265
Atlantic Union Bankshares
Virginia
-$1.7K -48 Closed
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
-$1.38K -39 Closed
WTA
267
Washington Trust Advisors
Massachusetts
-$1.35K -38 Closed
CA
268
Clearstead Advisors
Ohio
-$709 -20 Closed
CIAM
269
Caitong International Asset Management
Hong Kong
-$673 -19 Closed
C
270
Covestor
United Kingdom
-$489 -18 -64%
VWWMG
271
Vermillion & White Wealth Management Group
Pennsylvania
-$390 -11 Closed
APW
272
Atlantic Private Wealth
North Carolina
-$177 -5 Closed
SWM
273
SHP Wealth Management
Massachusetts
-$142 -4 Closed
SA
274
Strategic Advocates
Utah
-$72 -2 Closed
DF
275
Dunhill Financial
United Kingdom
-$25 -1 Closed