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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $1.07B → $1.01B (-$64.7M)

80% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $92.1M

Holders
220
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.9M
Puts
$92.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSG
176
Main Street Group
Virginia
$3.77K
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$3.72K
GWSG
178
GPS Wealth Strategies Group
Colorado
$3.05K
CCM
179
Coldstream Capital Management
Washington
$3.03K
MTIC
180
Missouri Trust & Investment Company
Missouri
$3.02K
MWM
181
MorganRosel Wealth Management
Colorado
$2.88K
VFM
182
Vision Financial Markets
Connecticut
$2.88K
RA
183
Rise Advisors
New York
$2.79K
EPIMS
184
Evelyn Partners Investment Management Services
$2.59K
PA
185
Parallel Advisors
California
$2.22K
SWM
186
Spire Wealth Management
Virginia
$2.22K
SO
187
Sierra Ocean
California
$1.76K
DWM
188
Dogwood Wealth Management
Kansas
$1.73K
GSWM
189
Golden State Wealth Management
California
$1.67K
HI
190
Harbour Investments
Wisconsin
$1.64K
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
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
C
199
Covestor
United Kingdom
$1K
PFBT
200
Parkside Financial Bank & Trust
Missouri
$865