219 hedge funds and large institutions have $1.07B invested in Appian in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 60 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

0% less funds holding

Funds holding: 220219 (-1)

61% less call options, than puts

Call options by funds: $34.2M | Put options by funds: $88.8M

Holders
219
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.2M
Puts
$88.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HT
151
Headlands Technologies
Illinois
$35.1K
SPIA
152
Steward Partners Investment Advisory
New York
$31.1K
BCWM
153
Bartlett & Co Wealth Management
Ohio
$22.4K
Jones Financial Companies
154
Jones Financial Companies
Missouri
$22.2K
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.9K
LFG
156
Larson Financial Group
Missouri
$15.6K
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$14.6K
NA
158
NewEdge Advisors
Louisiana
$12.8K
MCM
159
MAI Capital Management
Ohio
$12.4K
AF
160
Allworth Financial
California
$12.3K
Canada Pension Plan Investment Board
161
Canada Pension Plan Investment Board
Ontario, Canada
$11.9K
SS
162
SBI Securities
Japan
$10.9K
BOJHT
163
Bank of Jackson Hole Trust
Wyoming
$10K
CCM
164
Chilton Capital Management
Texas
$9.62K
KFP
165
Keener Financial Planning
Texas
$9K
BNP Paribas Asset Management
166
BNP Paribas Asset Management
France
$9K
CBT
167
Crews Bank & Trust
Florida
$8.96K
ATC
168
Adirondack Trust Company
New York
$8.36K
Group One Trading
169
Group One Trading
Illinois
$8.06K
GI
170
GAMMA Investing
California
$7.58K
EWA
171
EverSource Wealth Advisors
Alabama
$6.33K
MCM
172
Manchester Capital Management
Vermont
$5.97K
AWM
173
Abound Wealth Management
Tennessee
$5.97K
EB
174
Eastern Bank
Massachusetts
$5.97K
HWM
175
Hemington Wealth Management
Virginia
$5K