Applovin
APP
1,459 hedge funds and large institutions have $116B invested in Applovin in 2026 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 615 increasing their positions, 489 reducing their positions, and 129 closing their positions.
64% more first-time investments, than exits
New positions opened: 212 | Existing positions closed: 129
33% more capital invested
Capital invested by funds: $87.6B → $116B (+$28.7B)
26% more repeat investments, than reductions
Existing positions increased: 615 | Existing positions reduced: 489
19% more call options, than puts
Call options by funds: $6.22B | Put options by funds: $5.22B
15% more funds holding in top 10
Funds holding in top 10: 39 → 45 (+6)
5% more funds holding
Funds holding: 1,393 → 1,459 (+66)
2.63% more ownership
Funds ownership: 71.45% → 74.09% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$2.4B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$773M |
| 3 |
Vanguard Capital Management
Malvern,
Pennsylvania
|
+$480M |
| 4 |
Fundsmith LLP
London,
United Kingdom
|
+$336M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$322M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
-$624M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$470M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$409M |
| 4 |
Tiger Global Management
New York
|
-$398M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$354M |
APP Hedge Fund Activity: Q2 2026 in Review
1,459 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Applovin (APP) for Q2 2026, worth a combined $116B — up 33% from $87.6B a quarter earlier.
Buyers outnumbered sellers: 212 funds opened new APP positions and 129 closed out — a net gain of 83 holders — while 615 added to existing stakes and 489 trimmed.
The largest buyer was Capital World Investors, adding an estimated $2.4B. The largest seller was WCM Investment Management, cutting an estimated $624M.
- 1,459 institutional investors held Applovin (APP) as of Q2 2026, up from 1,393 in Q1 2026.
- Funds reported $116B of Applovin stock for Q2 2026, up 33% quarter-over-quarter.
- 212 funds opened new Applovin positions in Q2 2026 and 129 closed out, a net change of +83 holders.
- The largest Applovin buyer in Q2 2026 was Capital World Investors, an estimated $2.4B added.
- The largest Applovin seller in Q2 2026 was WCM Investment Management, an estimated $624M sold.
Based on aggregated 13F filings for Q2 2026.