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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
PCM
126
Polymer Capital Management
New York
$256K +$290K +8,872 New
Handelsbanken Fonder
127
Handelsbanken Fonder
Sweden
$248K
Allianz Asset Management
128
Allianz Asset Management
Germany
$248K +$78.5K +2,400 +39%
CAM
129
Cresset Asset Management
Illinois
$239K -$99.6K -3,043 -27%
Ameriprise
130
Ameriprise
Minnesota
$236K +$2.78K +85 +1%
OC
131
Oppenheimer & Co
New York
$236K
PTC
132
Petrus Trust Company
Texas
$227K +$257K +7,866 New
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$224K +$222K +6,797 +686%
SGI
134
Summit Global Investments
Utah
$219K -$4.78K -146 -2%
Mirae Asset Global Investments
135
Mirae Asset Global Investments
South Korea
$202K +$4.78K +146 +2%
A
136
AlphaQuest
New York
$202K -$350K -10,698 -60%
PD
137
Point72 (DIFC)
United Arab Emirates
$195K +$221K +6,762 New
US Bancorp
138
US Bancorp
Minnesota
$187K +$145K +4,443 +215%
KK
139
KLP Kapitalforvaltning
Norway
$158K
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$123K
HT
141
Headlands Technologies
Illinois
$122K +$132K +4,022 +2,052%
AIP
142
Ameritas Investment Partners
Nebraska
$120K
Canada Pension Plan Investment Board
143
Canada Pension Plan Investment Board
Ontario, Canada
$104K +$42.5K +1,300 +57%
PAS
144
Point72 Asia (Singapore)
Singapore
$96.5K +$106K +3,232 +2,786%
Osaic Holdings
145
Osaic Holdings
Arizona
$83.3K +$43.2K +1,320 +84%
CWP
146
Concord Wealth Partners
Virginia
$74.4K +$15.1K +461 +22%
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
$68K -$29.2K -892 -28%
ACM
148
Aster Capital Management
United Arab Emirates
$47.6K +$47.9K +1,465 New
AB
149
Amalgamated Bank
New York
$41K +$164 +5 +0.4%
SPIA
150
Steward Partners Investment Advisory
New York
$30K +$13.7K +418 +67%

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.