We are live on ! Find out more

194 hedge funds and large institutions have $1.02B invested in Appian in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

10.59% more ownership

Funds ownership: 69.74%80.33% (+11%)

6% less funds holding

Funds holding: 207194 (-13)

13% less capital invested

Capital invested by funds: $1.18B → $1.02B (-$158M)

24% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 50

51% less call options, than puts

Call options by funds: $12.4M | Put options by funds: $25.4M

Holders
194
Holders Change
-13
Holders Change %
-6.28%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
58
Reduced
47
Closed
50
Calls
$12.4M
Puts
$25.4M
Net Calls
-$13M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
151
Concourse Financial Group Securities
Alabama
$3.86K
EWA
152
EverSource Wealth Advisors
Alabama
$3.66K +$1.31K +40 +68%
ADL
153
Asset Dedication LLC
California
$3.46K +$3.67K +112 New
TAM
154
Tucker Asset Management
Colorado
$3.4K
GWSG
155
GPS Wealth Strategies Group
Colorado
$3.27K
MTIC
156
Missouri Trust & Investment Company
Missouri
$3.24K
AWM
157
Activest Wealth Management
Florida
$3.19K
TCM
158
Tradewinds Capital Management
Washington
$2.62K
AF
159
Allworth Financial
California
$2.5K -$26.4K -805 -92%
LFG
160
Larson Financial Group
Missouri
$2.44K
PA
161
Parallel Advisors
California
$2.38K
OWA
162
Opal Wealth Advisors
New York
$2.31K +$2.46K +75 New
JWA
163
JFS Wealth Advisors
Pennsylvania
$2.13K
CFO
164
CVA Family Office
Colorado
$2.01K
HI
165
Harbour Investments
Wisconsin
$1.76K
NSIM
166
North Star Investment Management
Illinois
$1.67K
BTI
167
Blue Trust Inc
Georgia
$1.6K +$1.31K +40 New
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$1.59K -$2.17M -66,248 -100%
FMB
169
Field & Main Bank
Kentucky
$1.54K
ME
170
McIlrath & Eck
Washington
$1.54K
RWMG
171
Redwood Wealth Management Group
New Jersey
$1.54K +$1.64K +50 New
PWMG
172
Private Wealth Management Group
New Jersey
$1.51K +$1.61K +49 New
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$1.38K
SWM
174
Spire Wealth Management
Virginia
$1.23K
DSC
175
Duncker Streett & Co
Missouri
$648

APPN Hedge Fund Activity: Q2 2024 in Review

194 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2024, worth a combined $1.02B — down 13% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of APPN and 38 opened new positions — a net loss of 12 holders — while 47 trimmed existing stakes and 58 added.

The largest buyer was Morgan Stanley, adding an estimated $87.3M. The largest seller was Mirae Asset Global Investments, cutting an estimated $11.8M.

  • 194 institutional investors held Appian (APPN) as of Q2 2024, down from 207 in Q1 2024.
  • Funds reported $1.02B of Appian stock for Q2 2024, down 13% quarter-over-quarter.
  • 38 funds opened new Appian positions in Q2 2024 and 50 closed out, a net change of -12 holders.
  • The largest Appian buyer in Q2 2024 was Morgan Stanley, an estimated $87.3M added.
  • The largest Appian seller in Q2 2024 was Mirae Asset Global Investments, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2024.