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 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

0% less funds holding

Funds holding: 220219 (-1)

61% less call options, than puts

Call options by funds: $34.2M | Put options by funds: $88.8M

Holders
219
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.2M
Puts
$88.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
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
GWSG
179
GPS Wealth Strategies Group
Colorado
$3.17K
MTIC
180
Missouri Trust & Investment Company
Missouri
$3.13K
S
181
SignatureFD
Georgia
$3.05K
VFM
182
Vision Financial Markets
Connecticut
$2.99K
MWM
183
MorganRosel Wealth Management
Colorado
$2.99K
SCM
184
Sterling Capital Management
North Carolina
$2.81K
MPWT
185
MassMutual Private Wealth & Trust
Connecticut
$2.09K
PA
186
Parallel Advisors
California
$1.88K
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
BWL
191
Bogart Wealth LLC
Virginia
$1.52K
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$1.49K
Comerica Bank
193
Comerica Bank
Texas
$1.49K
FMB
194
Field & Main Bank
Kentucky
$1.49K
IA
195
IFP Advisors
Florida
$1.34K
BIG
196
Brooklyn Investment Group
New York
$1.28K
CIAM
197
Caitong International Asset Management
Hong Kong
$1.22K
SWM
198
Spire Wealth Management
Virginia
$1.19K
RIL
199
Rothschild Investment LLC
Illinois
$1.19K
AAS
200
Ameritas Advisory Services
Nebraska
$926