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203 hedge funds and large institutions have $1.08B invested in Appian in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $8.38M | Put options by funds: $5.14M

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

6% more funds holding

Funds holding: 192203 (+11)

6.8% less ownership

Funds ownership: 83.58%76.78% (-6.8%)

8% less capital invested

Capital invested by funds: $1.17B → $1.08B (-$93.1M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
203
Holders Change
+11
Holders Change %
+5.73%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
61
Reduced
55
Closed
31
Calls
$8.38M
Puts
$5.14M
Net Calls
+$3.25M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
126
Concord Wealth Partners
Virginia
$69.9K
US Bancorp
127
US Bancorp
Minnesota
$68K -$63.8K -1,784 -46%
Osaic Holdings
128
Osaic Holdings
Arizona
$51.8K -$80.8K -2,261 -59%
AB
129
Amalgamated Bank
New York
$46K
PHK
130
Point72 Hong Kong
Hong Kong
$35K +$38K +1,062 New
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$33K -$18.6K -521 -34%
BCWM
132
Bartlett & Co Wealth Management
Ohio
$24.7K
TRCT
133
Tower Research Capital (TRC)
New York
$22.6K -$133K -3,716 -84%
SPIA
134
Steward Partners Investment Advisory
New York
$20.5K +$17.6K +492 +378%
RS
135
R Squared
Hong Kong
$20.1K +$21.8K +610 New
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$20K +$2.14K +60 +11%
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17K
Jones Financial Companies
138
Jones Financial Companies
Missouri
$15K +$12.2K +341 +299%
MCM
139
MAI Capital Management
Ohio
$13.3K +$14.4K +404 New
SS
140
SBI Securities
Japan
$12.9K +$14K +391 New
AF
141
Allworth Financial
California
$12.6K +$11.2K +312 +439%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$11.6K +$4.58K +128 +57%
NA
143
NewEdge Advisors
Louisiana
$11.5K -$3.57K -100 -22%
VCM
144
Versant Capital Management
Arizona
$11.3K +$10.4K +290 +558%
BOJHT
145
Bank of Jackson Hole Trust
Wyoming
$11.1K +$12K +336 New
CCM
146
Chilton Capital Management
Texas
$10.6K
VWM
147
Venturi Wealth Management
Texas
$10.6K -$5.43K -152 -32%
KFP
148
Keener Financial Planning
Texas
$10K
CBT
149
Crews Bank & Trust
Florida
$9.89K +$10.7K +300 New
ATC
150
Adirondack Trust Company
New York
$9.23K

APPN Hedge Fund Activity: Q4 2024 in Review

203 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2024, worth a combined $1.08B — down 7.9% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APPN positions and 31 closed out — a net gain of 13 holders — while 61 added to existing stakes and 55 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.99M. The largest seller was Morgan Stanley, cutting an estimated $84.4M.

  • 203 institutional investors held Appian (APPN) as of Q4 2024, up from 192 in Q3 2024.
  • Funds reported $1.08B of Appian stock for Q4 2024, down 7.9% quarter-over-quarter.
  • 44 funds opened new Appian positions in Q4 2024 and 31 closed out, a net change of +13 holders.
  • The largest Appian buyer in Q4 2024 was Goldman Sachs, an estimated $7.99M added.
  • The largest Appian seller in Q4 2024 was Morgan Stanley, an estimated $84.4M sold.

Based on aggregated 13F filings for Q4 2024.