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
MWM
201
Mascoma Wealth Management
New Hampshire
$896
FFA
202
Farther Finance Advisors
California
$896
GIA
203
GHP Investment Advisors
Colorado
$747
DSC
204
Duncker Streett & Co
Missouri
$627
PS
205
Principal Securities
Iowa
$597
CA
206
CoreCap Advisors
Michigan
$478
BBPWM
207
Blue Bell Private Wealth Management
Pennsylvania
$448
VCM
208
Versant Capital Management
Arizona
$418
AAP
209
Arax Advisory Partners
Colorado
$359
HNB
210
Huntington National Bank
Ohio
$269
GSWM
211
Golden State Wealth Management
California
$239
GEA
212
Glen Eagle Advisors
New Jersey
$209
TWD
213
True Wealth Design
Ohio
$180
RAM
214
Riggs Asset Management
Pennsylvania
$180
TWC
215
TD Waterhouse Canada
Ontario, Canada
$122
GRP
216
Global Retirement Partners
California
$60
TIM
217
Total Investment Management
Arizona
$30
TPWA
218
Twin Peaks Wealth Advisors
California
$28
Parallax Volatility Advisers
219
Parallax Volatility Advisers
California
ILCM
220
Ivy Lane Capital Management
Florida
PEAK6
221
PEAK6
Illinois
Wolverine Trading
222
Wolverine Trading
Illinois
Balyasny Asset Management
223
Balyasny Asset Management
Illinois
HT
224
HAP Trading
New York
FRM
225
Fox Run Management
Connecticut