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Applied Digital

457 hedge funds and large institutions have $4.69B invested in Applied Digital in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 173 increasing their positions, 127 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $1.17B | Put options by funds: $406M

47% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 66

36% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 127

6.36% more ownership

Funds ownership: 64.38%70.74% (+6.4%)

6% more capital invested

Capital invested by funds: $4.41B → $4.69B (+$279M)

5% more funds holding

Funds holding: 436457 (+21)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
457
Holders Change
+21
Holders Change %
+4.82%
% of All Funds
5.63%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
97
Increased
173
Reduced
127
Closed
66
Calls
$1.17B
Puts
$406M
Net Calls
+$760M
Net Calls Change
-$8.18M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
326
Pinnacle Wealth Planning Services
Ohio
$106K +$95.1K +3,038 +213%
SWM
327
Spire Wealth Management
Virginia
$101K +$29.6K +946 +28%
VC
328
Vestor Capital
Illinois
$98K +$129K +4,112 New
Lazard Asset Management
329
Lazard Asset Management
New York
$93.5K -$509K -16,264 -80%
AUB
330
Atlantic Union Bankshares
Virginia
$78.5K
SCM
331
Sterling Capital Management
North Carolina
$72.8K -$44.2K -1,413 -32%
PA
332
Parallel Advisors
California
$62.1K +$45.6K +1,458 +126%
VWM
333
Vermillion Wealth Management
Minnesota
$60.8K +$18.3K +583 +29%
CI
334
CX Institutional
Indiana
$56K +$73.4K +2,344 New
SOW
335
State of Wyoming
Wyoming
$55.1K -$31.5K -1,005 -30%
AF
336
Allworth Financial
California
$53.9K -$77.6K -2,479 -52%
OWA
337
Opal Wealth Advisors
New York
$52.9K +$69.8K +2,230 New
GAA
338
Global Assets Advisory
Florida
$52.9K +$69.8K +2,230 New
CPG
339
Cornerstone Planning Group
New Jersey
$52.2K
SC
340
Stance Capital
Massachusetts
$51.2K +$67.5K +2,157 New
AA
341
Ancora Advisors
Ohio
$49.9K +$47K +1,500 +250%
MCI
342
MRP Capital Investments
Georgia
$47.5K
WA
343
Whipplewood Advisors
Colorado
$46.3K
BCWM
344
Bartlett & Co Wealth Management
Ohio
$42.9K +$26.8K +855 +244%
CW
345
CrossGen Wealth
North Carolina
$41.7K
GI
346
GAMMA Investing
California
$38.6K +$7.89K +252 +18%
PTC
347
Private Trust Company
Ohio
$38K -$783 -25 -2%
IAAG
348
Innovative Asset Advisors Group
Connecticut
$38K +$50.1K +1,600 New
EWP
349
Elevation Wealth Partners
California
$36.6K +$48.2K +1,540 New
CFFP
350
Center for Financial Planning
Michigan
$36.5K