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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
EWA
176
EverSource Wealth Advisors
Alabama
$4.47K +$2.85K +87 +128%
SSG
177
Summit Securities Group
New York
$4.35K +$4.94K +151 New
MSG
178
Main Street Group
Virginia
$3.77K
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$3.72K -$229 -7 -5%
GWSG
180
GPS Wealth Strategies Group
Colorado
$3.05K
CCM
181
Coldstream Capital Management
Washington
$3.03K +$3.44K +105 New
MTIC
182
Missouri Trust & Investment Company
Missouri
$3.02K
MWM
183
MorganRosel Wealth Management
Colorado
$2.88K +$3.27K +100 New
VFM
184
Vision Financial Markets
Connecticut
$2.88K +$3.27K +100 New
RA
185
Rise Advisors
New York
$2.79K
PA
186
Parallel Advisors
California
$2.22K -$556 -17 -18%
SWM
187
Spire Wealth Management
Virginia
$2.22K +$1.21K +37 +93%
SO
188
Sierra Ocean
California
$1.76K +$2K +61 New
DWM
189
Dogwood Wealth Management
Kansas
$1.73K
GSWM
190
Golden State Wealth Management
California
$1.67K -$655 -20 -26%
HI
191
Harbour Investments
Wisconsin
$1.64K -$491 -15 -21%
NSIM
192
North Star Investment Management
Illinois
$1.56K
Comerica Bank
193
Comerica Bank
Texas
$1.44K
RIL
194
Rothschild Investment LLC
Illinois
$1.44K +$327 +10 +25%
FMB
195
Field & Main Bank
Kentucky
$1.44K
PWMG
196
Private Wealth Management Group
New Jersey
$1.41K
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$1.29K
SCM
198
Sterling Capital Management
North Carolina
$1.21K
QCG
199
Quadrant Capital Group
Ohio
$1.12K +$1.28K +39 New
C
200
Covestor
United Kingdom
$1K +$33 +1 +5%

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.