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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 %
MWM
201
Mascoma Wealth Management
New Hampshire
$864 +$864 +30 New
GIA
202
GHP Investment Advisors
Colorado
$721 – – –
CFO
203
CVA Family Office
Colorado
$691 -$1.18K -41 -63%
S
204
SignatureFD
Georgia
$691 +$403 +14 +140%
GWM
205
Geneos Wealth Management
Colorado
$691 +$691 +24 New
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 +$259 +9 +100%
CA
210
CoreCap Advisors
Michigan
$461 – – –
BBPWM
211
Blue Bell Private Wealth Management
Pennsylvania
$432 +$432 +15 New
SAM
212
Smartleaf Asset Management
Massachusetts
$352 +$117 +4 +50%
SC
213
Stephens Consulting
Michigan
$289 +$289 +10 New
CWA
214
Carolina Wealth Advisors
South Carolina
$288 – – –
QL
215
Quarry LP
New York
$230 -$6.73K -234 -97%
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 +$29 +1 New
Norges Bank
221
Norges Bank
Norway
– -$4.05M -122,674 Closed
TC
222
TwinBeech Capital
New York
– -$2.4M -72,875 Closed
CM
223
Crestline Management
Texas
– -$2.12M -64,183 Closed
AFAS
224
Acorn Financial Advisory Services
Virginia
– -$905K -27,452 Closed
Holocene Advisors
225
Holocene Advisors
New York
– -$893K -27,067 Closed
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