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203 hedge funds and large institutions have $1.08B invested in Appian in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $8.38M | Put options by funds: $5.14M

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

6% more funds holding

Funds holding: 192203 (+11)

6.8% less ownership

Funds ownership: 83.58%76.78% (-6.8%)

8% less capital invested

Capital invested by funds: $1.17B → $1.08B (-$93.1M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
203
Holders Change
+11
Holders Change %
+5.73%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
61
Reduced
55
Closed
31
Calls
$8.38M
Puts
$5.14M
Net Calls
+$3.25M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$1.74K
Comerica Bank
177
Comerica Bank
Texas
$1.65K +$1.79K +50 New
FMB
178
Field & Main Bank
Kentucky
$1.65K
PWMG
179
Private Wealth Management Group
New Jersey
$1.62K
SCM
180
Sterling Capital Management
North Carolina
$1.39K
RIL
181
Rothschild Investment LLC
Illinois
$1.32K
SWM
182
Spire Wealth Management
Virginia
$1.32K
BBHC
183
Brown Brothers Harriman & Co
New York
$1.32K +$1.43K +40 New
C
184
Covestor
United Kingdom
$1K +$429 +12 +120%
GIA
185
GHP Investment Advisors
Colorado
$825 -$3.57K -100 -80%
CA
186
Clearstead Advisors
Ohio
$759 +$822 +23 New
DSC
187
Duncker Streett & Co
Missouri
$693
PS
188
Principal Securities
Iowa
$660
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$660 +$715 +20 New
RCM
190
Raleigh Capital Management
North Carolina
$660 +$715 +20 New
CA
191
CoreCap Advisors
Michigan
$528 +$572 +16 New
S
192
SignatureFD
Georgia
$330 -$17.9K -500 -98%
AF
193
Advisornet Financial
Minnesota
$330
IA
194
IFP Advisors
Florida
$330 +$36 +1 +11%
CWA
195
Carolina Wealth Advisors
South Carolina
$330 +$357 +10 New
HNB
196
Huntington National Bank
Ohio
$297 -$7.51K -210 -96%
SAM
197
Smartleaf Asset Management
Massachusetts
$262 -$465 -13 -62%
GEA
198
Glen Eagle Advisors
New Jersey
$231
LFA
199
Legend Financial Advisors
Pennsylvania
$231
MPWT
200
MassMutual Private Wealth & Trust
Connecticut
$165

APPN Hedge Fund Activity: Q4 2024 in Review

203 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2024, worth a combined $1.08B — down 7.9% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APPN positions and 31 closed out — a net gain of 13 holders — while 61 added to existing stakes and 55 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.99M. The largest seller was Morgan Stanley, cutting an estimated $84.4M.

  • 203 institutional investors held Appian (APPN) as of Q4 2024, up from 192 in Q3 2024.
  • Funds reported $1.08B of Appian stock for Q4 2024, down 7.9% quarter-over-quarter.
  • 44 funds opened new Appian positions in Q4 2024 and 31 closed out, a net change of +13 holders.
  • The largest Appian buyer in Q4 2024 was Goldman Sachs, an estimated $7.99M added.
  • The largest Appian seller in Q4 2024 was Morgan Stanley, an estimated $84.4M sold.

Based on aggregated 13F filings for Q4 2024.