220 hedge funds and large institutions have $1.01B invested in Appian in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 81 increasing their positions, 41 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $1.07B → $1.01B (-$64.7M)

80% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $92.1M

Holders
220
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.9M
Puts
$92.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$18.3K
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$17.7K
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.3K
CIAM
154
Caitong International Asset Management
Hong Kong
$12.7K
NA
155
NewEdge Advisors
Louisiana
$12.4K
AF
156
Allworth Financial
California
$12.1K
MCM
157
MAI Capital Management
Ohio
$11.6K
VCM
158
Versant Capital Management
Arizona
$10.9K
BOJHT
159
Bank of Jackson Hole Trust
Wyoming
$10.9K
SS
160
SBI Securities
Japan
$10.6K
CCM
161
Chilton Capital Management
Texas
$9.28K
KFP
162
Keener Financial Planning
Texas
$9K
CBT
163
Crews Bank & Trust
Florida
$8.64K
Jones Financial Companies
164
Jones Financial Companies
Missouri
$8.1K
ATC
165
Adirondack Trust Company
New York
$8.06K
TWD
166
True Wealth Design
Ohio
$6.68K
GI
167
GAMMA Investing
California
$6.25K
LC
168
Lindbrook Capital
California
$6.25K
MCM
169
Manchester Capital Management
Vermont
$5.76K
AWM
170
Abound Wealth Management
Tennessee
$5.76K
EB
171
Eastern Bank
Massachusetts
$5.76K
HWM
172
Hemington Wealth Management
Virginia
$5K
QPBE
173
Quintet Private Bank (Europe)
Luxembourg
$4.55K
EWA
174
EverSource Wealth Advisors
Alabama
$4.47K
SSG
175
Summit Securities Group
New York
$4.35K