244 hedge funds and large institutions have $1.26B invested in Appian in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 89 increasing their positions, 72 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.85% less ownership

Funds ownership: 83.97%83.13% (-0.85%)

80% less call options, than puts

Call options by funds: $15.9M | Put options by funds: $81.2M

Holders
244
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
$15.9M
Puts
$81.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFM
201
Vision Financial Markets
Connecticut
$3.54K
TWC
202
TD Waterhouse Canada
Ontario, Canada
$3.54K
PA
203
Parallel Advisors
California
$3.51K
NA
204
NewEdge Advisors
Louisiana
$3.37K
FHA
205
Flagship Harbor Advisors
Massachusetts
$3.37K
VCM
206
Versant Capital Management
Arizona
$2.69K
MAM
207
Marquette Asset Management
Minnesota
$2.48K
KFG
208
Kingdom Financial Group
Arizona
$2.44K
SAG
209
SageView Advisory Group
California
$2.3K
SC
210
Swan Capital
Florida
$2.27K
TCOV
211
Trust Company of Vermont
Vermont
$2.13K
NSIM
212
North Star Investment Management
Illinois
$1.91K
HI
213
Harbour Investments
Wisconsin
$1.81K
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.77K
Comerica Bank
215
Comerica Bank
Texas
$1.77K
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$1.77K
FMB
217
Field & Main Bank
Kentucky
$1.77K
AUB
218
Atlantic Union Bankshares
Virginia
$1.7K
AS
219
Altshuler Shaham
Israel
$1.56K
SAM
220
Smartleaf Asset Management
Massachusetts
$1.43K
SWM
221
Spire Wealth Management
Virginia
$1.42K
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$1.38K
WTA
223
Washington Trust Advisors
Massachusetts
$1.35K
GSWM
224
Golden State Wealth Management
California
$1.27K
KFAS
225
Keating Financial Advisory Services
Kansas
$1.24K