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Appian
APPN

Overview Fund Activity

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 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
2.94%
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
71
Reduced
60
Closed
39
Calls
$34.2M
Puts
$88.8M
Net Calls
-$54.6M
Net Calls Change
+$18.7M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$20.6M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$18.2M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$10.5M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$11.4M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$15.3M

Top Sellers

1
ACA
1
Abdiel Capital Advisors
New York
$230M
2
Millennium Management
2
Millennium Management
New York
$2.09M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.36M
4
Parallax Volatility Advisers
4
Parallax Volatility Advisers
California
$0
5
BlackRock
5
BlackRock
New York
$95.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
QPBE
176
Quintet Private Bank (Europe)
Luxembourg
$4.72K – – –
MSG
177
Main Street Group
Virginia
$3.91K – – –
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$3.64K -$209 -7 -5%
GWSG
179
GPS Wealth Strategies Group
Colorado
$3.17K – – –
MTIC
180
Missouri Trust & Investment Company
Missouri
$3.14K – – –
S
181
SignatureFD
Georgia
$3.05K +$2.33K +78 +325%
MWM
182
MorganRosel Wealth Management
Colorado
$2.99K – – –
VFM
183
Vision Financial Markets
Connecticut
$2.99K – – –
SCM
184
Sterling Capital Management
North Carolina
$2.81K +$1.55K +52 +124%
MPWT
185
MassMutual Private Wealth & Trust
Connecticut
$2.09K +$1.94K +65 +1,300%
PA
186
Parallel Advisors
California
$1.88K -$418 -14 -18%
DWM
187
Dogwood Wealth Management
Kansas
$1.88K – – –
HI
188
Harbour Investments
Wisconsin
$1.7K – – –
NSIM
189
North Star Investment Management
Illinois
$1.61K – – –
QL
190
Quarry LP
New York
$1.61K +$1.37K +46 +575%
BWL
191
Bogart Wealth LLC
Virginia
$1.52K +$1.52K +51 New
FMB
192
Field & Main Bank
Kentucky
$1.49K – – –
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$1.49K – – –
Comerica Bank
194
Comerica Bank
Texas
$1.49K – – –
IA
195
IFP Advisors
Florida
$1.34K +$1.34K +45 New
BIG
196
Brooklyn Investment Group
New York
$1.28K +$1.28K +43 New
CIAM
197
Caitong International Asset Management
Hong Kong
$1.22K -$11.9K -400 -91%
SWM
198
Spire Wealth Management
Virginia
$1.19K -$1.1K -37 -48%
RIL
199
Rothschild Investment LLC
Illinois
$1.19K -$299 -10 -20%
AAS
200
Ameritas Advisory Services
Nebraska
$926 +$926 +31 New
6 7
8
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