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
MWM
201
Mascoma Wealth Management
New Hampshire
$864
GIA
202
GHP Investment Advisors
Colorado
$721
CFO
203
CVA Family Office
Colorado
$691
S
204
SignatureFD
Georgia
$691
GWM
205
Geneos Wealth Management
Colorado
$691
PS
206
Principal Securities
Iowa
$660
DSC
207
Duncker Streett & Co
Missouri
$605
National Bank of Canada
208
National Bank of Canada
Quebec, Canada
$576
HNB
209
Huntington National Bank
Ohio
$518
CA
210
CoreCap Advisors
Michigan
$461
BBPWM
211
Blue Bell Private Wealth Management
Pennsylvania
$432
SAM
212
Smartleaf Asset Management
Massachusetts
$352
SC
213
Stephens Consulting
Michigan
$289
CWA
214
Carolina Wealth Advisors
South Carolina
$288
QL
215
Quarry LP
New York
$230
GEA
216
Glen Eagle Advisors
New Jersey
$202
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$144
TWC
218
TD Waterhouse Canada
Ontario, Canada
$116
TFM
219
TFC Financial Management
Massachusetts
$29
Toronto Dominion Bank
220
Toronto Dominion Bank
Ontario, Canada
$29
Norges Bank
221
Norges Bank
Norway
TC
222
TwinBeech Capital
New York
CM
223
Crestline Management
Texas
AFAS
224
Acorn Financial Advisory Services
Virginia
Holocene Advisors
225
Holocene Advisors
New York