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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
TRCT
151
Tower Research Capital (TRC)
New York
$21.9K +$2.81K +86 +13%
BCWM
152
Bartlett & Co Wealth Management
Ohio
$21.6K
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$18.3K +$9.2K +281 +80%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$17.7K +$295 +9 +1%
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.3K +$1.64K +50 +10%
CIAM
156
Caitong International Asset Management
Hong Kong
$12.7K +$14.4K +441 New
NA
157
NewEdge Advisors
Louisiana
$12.4K +$2.62K +80 +23%
AF
158
Allworth Financial
California
$12.1K +$327 +10 +3%
MCM
159
MAI Capital Management
Ohio
$11.6K
VCM
160
Versant Capital Management
Arizona
$10.9K +$1.21K +37 +11%
BOJHT
161
Bank of Jackson Hole Trust
Wyoming
$10.9K
SS
162
SBI Securities
Japan
$10.6K -$720 -22 -6%
CCM
163
Chilton Capital Management
Texas
$9.28K
KFP
164
Keener Financial Planning
Texas
$9K
CBT
165
Crews Bank & Trust
Florida
$8.64K
Jones Financial Companies
166
Jones Financial Companies
Missouri
$8.1K -$5.86K -179 -39%
ATC
167
Adirondack Trust Company
New York
$8.06K
TWD
168
True Wealth Design
Ohio
$6.68K +$7.59K +232 New
GI
169
GAMMA Investing
California
$6.25K -$164 -5 -2%
LC
170
Lindbrook Capital
California
$6.25K +$2.36K +72 +50%
AWM
171
Abound Wealth Management
Tennessee
$5.76K
MCM
172
Manchester Capital Management
Vermont
$5.76K
EB
173
Eastern Bank
Massachusetts
$5.76K +$6.55K +200 New
HWM
174
Hemington Wealth Management
Virginia
$5K
QPBE
175
Quintet Private Bank (Europe)
Luxembourg
$4.55K +$5.17K +158 New

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.