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221 hedge funds and large institutions have $1.02B invested in Appian in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 81 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 43

66% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 29

9% more funds holding

Funds holding: 203221 (+18)

5.38% more ownership

Funds ownership: 76.78%82.16% (+5.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $1.08B → $1.02B (-$64M)

80% less call options, than puts

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

Holders
221
Holders Change
+18
Holders Change %
+8.87%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
48
Increased
81
Reduced
43
Closed
29
Calls
$18.9M
Puts
$92.1M
Net Calls
-$73.3M
Net Calls Change
-$76.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
201
Parkside Financial Bank & Trust
Missouri
$865 +$982 +30 New
MWM
202
Mascoma Wealth Management
New Hampshire
$864 +$982 +30 New
GIA
203
GHP Investment Advisors
Colorado
$721
CFO
204
CVA Family Office
Colorado
$691 -$1.34K -41 -63%
S
205
SignatureFD
Georgia
$691 +$458 +14 +140%
GWM
206
Geneos Wealth Management
Colorado
$691 +$785 +24 New
PS
207
Principal Securities
Iowa
$660
DSC
208
Duncker Streett & Co
Missouri
$605
National Bank of Canada
209
National Bank of Canada
Quebec, Canada
$576
HNB
210
Huntington National Bank
Ohio
$518 +$295 +9 +100%
CA
211
CoreCap Advisors
Michigan
$461
BBPWM
212
Blue Bell Private Wealth Management
Pennsylvania
$432 +$491 +15 New
SAM
213
Smartleaf Asset Management
Massachusetts
$352 +$131 +4 +50%
SC
214
Stephens Consulting
Michigan
$289 +$327 +10 New
CWA
215
Carolina Wealth Advisors
South Carolina
$288
QL
216
Quarry LP
New York
$230 -$7.66K -234 -97%
GEA
217
Glen Eagle Advisors
New Jersey
$202
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$144
TWC
219
TD Waterhouse Canada
Ontario, Canada
$116
TFM
220
TFC Financial Management
Massachusetts
$29
Toronto Dominion Bank
221
Toronto Dominion Bank
Ontario, Canada
$29 +$33 +1 New
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

APPN Hedge Fund Activity: Q1 2025 in Review

221 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2025, worth a combined $1.02B — down 5.9% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new APPN positions and 29 closed out — a net gain of 19 holders — while 81 added to existing stakes and 43 trimmed.

The largest buyer was Hawk Ridge Capital Management, opening a new position worth an estimated $8.58M. The largest seller was Morgan Stanley, cutting an estimated $7.73M.

  • 221 institutional investors held Appian (APPN) as of Q1 2025, up from 203 in Q4 2024.
  • Funds reported $1.02B of Appian stock for Q1 2025, down 5.9% quarter-over-quarter.
  • 48 funds opened new Appian positions in Q1 2025 and 29 closed out, a net change of +19 holders.
  • The largest Appian buyer in Q1 2025 was Hawk Ridge Capital Management, an estimated $8.58M added.
  • The largest Appian seller in Q1 2025 was Morgan Stanley, an estimated $7.73M sold.

Based on aggregated 13F filings for Q1 2025.