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Applovin
APP

1,014 hedge funds and large institutions have $54.7B invested in Applovin in 2025 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 416 increasing their positions, 360 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $4.99B | Put options by funds: $3.37B

25% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 155

16% more repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 360

2% more funds holding

Funds holding: 992 → 1,014 (+22)

0.73% less ownership

Funds ownership: 68.29% → 67.56% (-0.73%)

17% less capital invested

Capital invested by funds: $66.1B → $54.7B (-$11.4B)

31% less funds holding in top 10

Funds holding in top 10: 65 → 45 (-20)

Holders
1,014
Holders Change
+22
Holders Change %
+2.22%
% of All Funds
13.6%
Holding in Top 10
45
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-30.77%
% of All Funds
0.6%
New
194
Increased
416
Reduced
360
Closed
155
Calls
$4.99B
Puts
$3.37B
Net Calls
+$1.62B
Net Calls Change
-$1.03B

Top Buyers

1
DWM
Dynasty Wealth Management
Florida
+$931M
2
Morgan Stanley
Morgan Stanley
New York
+$751M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$610M
4
Tiger Global Management
Tiger Global Management
New York
+$575M
5
JP Morgan Chase
JP Morgan Chase
New York
+$553M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$2.91B
2
SW
SVB Wealth
Massachusetts
-$689M
3
Millennium Management
Millennium Management
New York
-$426M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$416M
5
SHIM
Spruce House Investment Management
New York
-$362M
Name Holding Trade Value Shares
Change 		Change in
Stake
1832 Asset Management
51
1832 Asset Management
Ontario, Canada
$179M -$40.8M -118,460 -15%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$171M -$16.2M -47,136 -7%
Deutsche Bank
53
Deutsche Bank
Germany
$160M +$50.8M +147,291 +32%
Swiss National Bank
54
Swiss National Bank
Switzerland
$156M +$793K +2,300 +0.4%
Macquarie Group
55
Macquarie Group
Australia
$155M +$195M +567,244 +3,491%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$148M +$4.47M +12,968 +2%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$145M -$11.7M -34,079 -6%
Wells Fargo
58
Wells Fargo
California
$140M +$81.2M +235,537 +80%
SEI Investments
59
SEI Investments
Pennsylvania
$136M +$41.8M +121,334 +31%
N
60
Natixis
France
$126M +$165M +478,096 New
SCM
61
Steadfast Capital Management
New York
$124M +$16.1M +46,802 +11%
Schroder Investment Management Group
62
Schroder Investment Management Group
United Kingdom
$121M -$6.52M -18,916 -4%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$121M +$5.24M +15,213 +3%
NSGL
64
No Street GP LP
California
$116M +$2.76M +8,000 +2%
National Pension Service
65
National Pension Service
South Korea
$115M -$3.39M -9,839 -2%
Barclays
66
Barclays
United Kingdom
$115M +$13.1M +38,120 +10%
Capital International Investors
67
Capital International Investors
California
$114M +$148M +429,600 New
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$113M -$4.3M -12,479 -3%
Victory Capital Management
69
Victory Capital Management
Texas
$111M +$27.6M +80,016 +23%
Federated Hermes
70
Federated Hermes
Pennsylvania
$109M -$21.5M -62,382 -13%
ProShare Advisors
71
ProShare Advisors
Maryland
$107M +$22.8M +66,143 +20%
GPC
72
Greenstone Partners & Co
California
$107M -$99.3M -288,124 -42%
RSWM
73
Robertson Stephens Wealth Management
California
$107M -$2.54M -7,374 -2%
Primecap Management
74
Primecap Management
California
$105M +$16.2M +47,000 +14%
Ameriprise
75
Ameriprise
Minnesota
$100M +$43.8M +127,164 +51%
1 2
3
4 5

APP Hedge Fund Activity: Q1 2025 in Review

1,014 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Applovin (APP) for Q1 2025, worth a combined $54.7B — down 17% from $66.1B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new APP positions and 155 closed out — a net gain of 39 holders — while 416 added to existing stakes and 360 trimmed.

The largest buyer was Dynasty Wealth Management, adding an estimated $931M. The largest seller was GQG Partners, cutting an estimated $2.91B.

  • 1,014 institutional investors held Applovin (APP) as of Q1 2025, up from 992 in Q4 2024.
  • Funds reported $54.7B of Applovin stock for Q1 2025, down 17% quarter-over-quarter.
  • 194 funds opened new Applovin positions in Q1 2025 and 155 closed out, a net change of +39 holders.
  • The largest Applovin buyer in Q1 2025 was Dynasty Wealth Management, an estimated $931M added.
  • The largest Applovin seller in Q1 2025 was GQG Partners, an estimated $2.91B sold.

Based on aggregated 13F filings for Q1 2025.