Applied Digital
APLD
564 hedge funds and large institutions have $7.85B invested in Applied Digital in 2026 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 163 increasing their positions, 165 reducing their positions, and 62 closing their positions.
181% more first-time investments, than exits
New positions opened: 174 | Existing positions closed: 62
178% more call options, than puts
Call options by funds: $2.04B | Put options by funds: $735M
67% more capital invested
Capital invested by funds: $4.69B → $7.85B (+$3.16B)
23% more funds holding
Funds holding: 458 → 564 (+106)
4.24% more ownership
Funds ownership: 70.76% → 75% (+4.2%)
1% less repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 165
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$336M |
| 2 |
EPM
Equitec Proprietary Markets
Chicago,
Illinois
|
+$323M |
| 3 |
OMC
Oasis Management Company
Grand Cayman,
Cayman Islands
|
+$153M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$114M |
| 5 |
HF
HRT Financial
New York
|
+$78.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$290M |
| 2 |
MG
Marex Group
London,
|
-$126M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$62.4M |
| 4 |
JP Morgan Chase
New York
|
-$61M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$59.2M |
APLD Hedge Fund Activity: Q2 2026 in Review
564 institutional investors reported a position in Applied Digital (APLD) for Q2 2026, worth a combined $7.85B — up 67% from $4.69B a quarter earlier.
Buyers outnumbered sellers: 174 funds opened new APLD positions and 62 closed out — a net gain of 112 holders — while 163 added to existing stakes and 165 trimmed.
The largest buyer was Two Sigma Investments, adding an estimated $336M. The largest seller was BlackRock, cutting an estimated $290M.
- 564 institutional investors held Applied Digital (APLD) as of Q2 2026, up from 458 in Q1 2026.
- Funds reported $7.85B of Applied Digital stock for Q2 2026, up 67% quarter-over-quarter.
- 174 funds opened new Applied Digital positions in Q2 2026 and 62 closed out, a net change of +112 holders.
- The largest Applied Digital buyer in Q2 2026 was Two Sigma Investments, an estimated $336M added.
- The largest Applied Digital seller in Q2 2026 was BlackRock, an estimated $290M sold.
Based on aggregated 13F filings for Q2 2026.