We are live on ! Find out more
AMAT icon

Applied Materials

1,823 hedge funds and large institutions have $96.3B invested in Applied Materials in 2023 Q2 according to their latest regulatory filings, with 190 funds opening new positions, 649 increasing their positions, 706 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 107

17% more funds holding in top 10

Funds holding in top 10: 7790 (+13)

17% more capital invested

Capital invested by funds: $82.5B → $96.3B (+$13.8B)

4% more funds holding

Funds holding: 1,7541,823 (+69)

0.1% less ownership

Funds ownership: 79.66%79.57% (-0.1%)

8% less repeat investments, than reductions

Existing positions increased: 649 | Existing positions reduced: 706

31% less call options, than puts

Call options by funds: $1.51B | Put options by funds: $2.19B

Holders
1,823
Holders Change
+69
Holders Change %
+3.93%
% of All Funds
28.62%
Holding in Top 10
90
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+16.88%
% of All Funds
1.41%
New
190
Increased
649
Reduced
706
Closed
107
Calls
$1.51B
Puts
$2.19B
Net Calls
-$679M
Net Calls Change
-$202M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
1176
Boston Financial Management
Massachusetts
$627K
PA
1177
Probity Advisors
Texas
$626K +$542K +4,331 New
NP
1178
NorthRock Partners
Minnesota
$625K -$69K -551 -11%
HFS
1179
Heritage Financial Services
Massachusetts
$623K -$25K -200 -4%
EWM
1180
Evermay Wealth Management
Virginia
$619K +$1.75K +14 +0.3%
BIG
1181
Builder Investment Group
Georgia
$619K
WPP
1182
Whalerock Point Partners
Rhode Island
$618K +$13.1K +105 +3%
KWA
1183
Kingswood Wealth Advisors
California
$617K +$534K +4,267 New
EFSCE
1184
Enterprise Financial Services Corp (EFSC)
Missouri
$614K -$178K -1,425 -25%
LPT
1185
Legacy Private Trust
Wisconsin
$613K -$3.75K -30 -0.7%
HIM
1186
Hillsdale Investment Management
Ontario, Canada
$611K +$60.1K +480 +13%
DU
1187
Delphia (USA)
Ontario, Canada
$610K -$335K -2,675 -39%
CFP
1188
Catalyst Financial Partners
Massachusetts
$609K +$44.9K +359 +9%
APA
1189
Astoria Portfolio Advisors
New York
$607K +$37.9K +303 +8%
ZAM
1190
Zevin Asset Management
Massachusetts
$607K
SWM
1191
Shelton Wealth Management
Texas
$607K -$85K -679 -14%
CI
1192
CX Institutional
Indiana
$605K -$4K -32 -0.8%
BSSFA
1193
Baron Silver Stevens Financial Advisors
Florida
$602K
Fuller & Thaler Asset Management
1194
Fuller & Thaler Asset Management
California
$602K +$133K +1,060 +34%
EWA
1195
Exencial Wealth Advisors
Oklahoma
$598K +$206K +1,645 +66%
PFBT
1196
Parkside Financial Bank & Trust
Missouri
$598K -$60.2K -481 -10%
SBIA
1197
Sheaff Brock Investment Advisors
Indiana
$597K -$1.04M -8,308 -67%
DWM
1198
Drive Wealth Management
Utah
$595K -$7.38K -59 -1%
WA
1199
Waverly Advisors
Alabama
$593K +$25K +200 +5%
KCFA
1200
Key Client Fiduciary Advisors
New Jersey
$593K -$3.88K -31 -0.8%

AMAT Hedge Fund Activity: Q2 2023 in Review

1,823 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Applied Materials (AMAT) for Q2 2023, worth a combined $96.3B — up 17% from $82.5B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new AMAT positions and 107 closed out — a net gain of 83 holders — while 649 added to existing stakes and 706 trimmed.

The largest buyer was Capital World Investors, adding an estimated $484M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $911M sold.

  • 1,823 institutional investors held Applied Materials (AMAT) as of Q2 2023, up from 1,754 in Q1 2023.
  • Funds reported $96.3B of Applied Materials stock for Q2 2023, up 17% quarter-over-quarter.
  • 190 funds opened new Applied Materials positions in Q2 2023 and 107 closed out, a net change of +83 holders.
  • The largest Applied Materials buyer in Q2 2023 was Capital World Investors, an estimated $484M added.
  • The largest Applied Materials seller in Q2 2023 was Capital Research Global Investors, an estimated $911M sold.

Based on aggregated 13F filings for Q2 2023.