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Appian
APPN

Overview Fund Activity

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
Holders
220
Holders Change
+18
Holders Change %
+8.91%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
50
Increased
81
Reduced
41
Closed
29
Calls
$18.9M
Puts
$92.1M
Net Calls
-$73.3M
Net Calls Change
-$76.5M

Top Buyers

1
HRCM
Hawk Ridge Capital Management
California
+$7.56M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$7.17M
3
PI
PineBridge Investments
New York
+$6.35M
4
Marshall Wace
Marshall Wace
United Kingdom
+$5.24M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$4.53M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.8M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
-$4.8M
3
First Trust Advisors
First Trust Advisors
Illinois
-$2.64M
4
TC
TwinBeech Capital
New York
-$2.4M
5
CM
Crestline Management
Texas
-$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSG
176
Main Street Group
Virginia
$3.78K – – –
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$3.72K -$202 -7 -5%
GWSG
178
GPS Wealth Strategies Group
Colorado
$3.05K – – –
CCM
179
Coldstream Capital Management
Washington
$3.03K +$3.03K +105 New
MTIC
180
Missouri Trust & Investment Company
Missouri
$3.03K – – –
MWM
181
MorganRosel Wealth Management
Colorado
$2.88K +$2.88K +100 New
VFM
182
Vision Financial Markets
Connecticut
$2.88K +$2.88K +100 New
RA
183
Rise Advisors
New York
$2.8K – – –
EPIMS
184
Evelyn Partners Investment Management Services
$2.59K +$2.59K +2,902 New
PA
185
Parallel Advisors
California
$2.22K -$490 -17 -18%
SWM
186
Spire Wealth Management
Virginia
$2.22K +$1.07K +37 +93%
SO
187
Sierra Ocean
California
$1.76K +$1.76K +61 New
DWM
188
Dogwood Wealth Management
Kansas
$1.73K – – –
GSWM
189
Golden State Wealth Management
California
$1.67K -$576 -20 -26%
HI
190
Harbour Investments
Wisconsin
$1.64K -$432 -15 -21%
NSIM
191
North Star Investment Management
Illinois
$1.56K – – –
Comerica Bank
192
Comerica Bank
Texas
$1.44K – – –
RIL
193
Rothschild Investment LLC
Illinois
$1.44K +$288 +10 +25%
FMB
194
Field & Main Bank
Kentucky
$1.44K – – –
PWMG
195
Private Wealth Management Group
New Jersey
$1.41K – – –
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$1.29K – – –
SCM
197
Sterling Capital Management
North Carolina
$1.21K – – –
QCG
198
Quadrant Capital Group
Ohio
$1.12K +$1.12K +39 New
C
199
Covestor
United Kingdom
$1K +$43 +1 +5%
PFBT
200
Parkside Financial Bank & Trust
Missouri
$865 +$865 +30 New
6 7
8
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