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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
TWC
201
TD Waterhouse Canada
Ontario, Canada
$132
GRP
202
Global Retirement Partners
California
$66
TFM
203
TFC Financial Management
Massachusetts
$33
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
-$4.72M -135,194 Closed
AACP
205
Advantage Alpha Capital Partners
California
-$2.96M -86,587 Closed
SGM
206
Scalar Gauge Management
Texas
-$2.49M -73,000 Closed
JGC
207
J. Goldman & Co
New York
-$2.06M -60,355 Closed
JF
208
Jump Financial
Illinois
-$1.56M -45,752 Closed
ECM
209
ExodusPoint Capital Management
New York
-$1.05M -30,814 Closed
ECP
210
Empyrean Capital Partners
California
-$819K -24,000 Closed
AI
211
Atom Investors
Texas
-$492K -14,422 Closed
CC
212
Corton Capital
Ontario, Canada
-$465K -13,634 Closed
N
213
Numerai
California
-$457K -13,384 Closed
ACM
214
Aquatic Capital Management
Illinois
-$417K -12,200 Closed
EC
215
EntryPoint Capital
New York
-$313K -9,175 Closed
AWA
216
Arete Wealth Advisors
Illinois
-$291K -8,525 Closed
Acadian Asset Management
217
Acadian Asset Management
Massachusetts
-$121K -3,569 Closed
NC
218
nVerses Capital
Florida
-$102K -3,000 Closed
2C
219
272 Capital
Texas
-$68.3K -2,000 Closed
Allspring Global Investments
220
Allspring Global Investments
North Carolina
-$28.6K -837 Closed
BWP
221
Baldwin Wealth Partners
Massachusetts
-$17.1K -500 Closed
BTI
222
Blue Trust Inc
Georgia
-$10.3K -335 Closed
BFPW
223
BOK Financial Private Wealth
Colorado
-$6.83K -200 Closed
NFSG
224
Newbridge Financial Services Group
Florida
-$5.12K -150 Closed
CTA
225
Colonial Trust Advisors
South Carolina
-$4.61K -135 Closed

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.