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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$931M |
| 2 |
Morgan Stanley
New York
|
+$751M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$610M |
| 4 |
Tiger Global Management
New York
|
+$575M |
| 5 |
JP Morgan Chase
New York
|
+$553M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$2.91B |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$689M |
| 3 |
Millennium Management
New York
|
-$426M |
| 4 |
D.E. Shaw & Co
New York
|
-$416M |
| 5 |
SHIM
Spruce House Investment Management
New York
|
-$362M |
APP Hedge Fund Activity: Q1 2025 in Review
1,014 of the 7,458 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.