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Appian

230 hedge funds and large institutions have $1.1B invested in Appian in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 30 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 capital invested

Capital invested by funds: $ → $

0.81% more ownership

Funds ownership: 83.16%83.97% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

77% less call options, than puts

Call options by funds: $28M | Put options by funds: $124M

Holders
230
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
$28M
Puts
$124M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Parallel Advisors
California
$3.3K
MTIC
202
Missouri Trust & Investment Company
Missouri
$3.21K
VFM
203
Vision Financial Markets
Connecticut
$3.06K
SCM
204
Sterling Capital Management
North Carolina
$2.94K
QL
205
Quarry LP
New York
$1.9K
HI
206
Harbour Investments
Wisconsin
$1.74K
NSIM
207
North Star Investment Management
Illinois
$1.65K
Comerica Bank
208
Comerica Bank
Texas
$1.53K
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$1.53K
FMB
210
Field & Main Bank
Kentucky
$1.53K
SWM
211
Spire Wealth Management
Virginia
$1.22K
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$1.19K
WTA
213
Washington Trust Advisors
Massachusetts
$1.16K
JWM
214
JPL Wealth Management
Colorado
$1.07K
C
215
Covestor
United Kingdom
$1K
MWM
216
Mascoma Wealth Management
New Hampshire
$917
GIA
217
GHP Investment Advisors
Colorado
$765
DSC
218
Duncker Streett & Co
Missouri
$642
PS
219
Principal Securities
Iowa
$611
SS
220
Sunbelt Securities
Texas
$581
QCG
221
Quadrant Capital Group
Ohio
$551
BBPWM
222
Blue Bell Private Wealth Management
Pennsylvania
$459
VCM
223
Versant Capital Management
Arizona
$428
National Bank of Canada
224
National Bank of Canada
Quebec, Canada
$367
GSWM
225
Golden State Wealth Management
California
$245