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Applovin
APP

992 hedge funds and large institutions have $66.1B invested in Applovin in 2024 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 253 increasing their positions, 362 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

635% more first-time investments, than exits

New positions opened: 353 | Existing positions closed: 48

171% more capital invested

Capital invested by funds: $24.4B → $66.1B (+$41.7B)

81% more funds holding in top 10

Funds holding in top 10: 36 → 65 (+29)

78% more call options, than puts

Call options by funds: $6.05B | Put options by funds: $3.4B

41% more funds holding

Funds holding: 702 → 992 (+290)

5.55% more ownership

Funds ownership: 62.74% → 68.29% (+5.6%)

30% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 362

Holders
992
Holders Change
+290
Holders Change %
+41.31%
% of All Funds
13.07%
Holding in Top 10
65
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+80.56%
% of All Funds
0.86%
New
353
Increased
253
Reduced
362
Closed
48
Calls
$6.05B
Puts
$3.4B
Net Calls
+$2.65B
Net Calls Change
+$1.8B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.51B
2
BlackRock
BlackRock
New York
+$1.48B
3
SW
SVB Wealth
Massachusetts
+$1.39B
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$1.01B
5
JP Morgan Chase
JP Morgan Chase
New York
+$916M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.68B
2
WCM Investment Management
WCM Investment Management
California
-$985M
3
Bank of America
Bank of America
North Carolina
-$546M
4
LPC
Lone Pine Capital
Connecticut
-$325M
5
WRCM
Whale Rock Capital Management
Massachusetts
-$296M
Name Holding Trade Value Shares
Change 		Change in
Stake
Neuberger Berman Group
76
Neuberger Berman Group
New York
$133M +$39M +154,241 +60%
RSWM
77
Robertson Stephens Wealth Management
California
$133M -$15.9M -62,833 -13%
Citigroup
78
Citigroup
New York
$132M +$18.5M +73,136 +22%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$132M +$18.8M +74,226 +22%
OSAM
80
O'Shaughnessy Asset Management
Connecticut
$132M +$1.29M +5,087 +1%
Barclays
81
Barclays
United Kingdom
$128M +$19.1M +75,434 +24%
SEI Investments
82
SEI Investments
Pennsylvania
$126M -$37M -146,256 -27%
FCM
83
Frontier Capital Management
Massachusetts
$118M +$91.9M +363,178 New
Primecap Management
84
Primecap Management
California
$113M +$88.1M +348,100 New
Westfield Capital Management
85
Westfield Capital Management
Massachusetts
$113M +$88M +347,908 New
Victory Capital Management
86
Victory Capital Management
Texas
$110M -$8.65M -34,183 -9%
ProShare Advisors
87
ProShare Advisors
Maryland
$110M +$85.7M +338,942 New
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$107M +$1.55M +6,108 +2%
Balyasny Asset Management
89
Balyasny Asset Management
Illinois
$106M +$80.3M +317,563 +3,089%
SCM
90
Spyglass Capital Management
California
$102M -$127M -503,048 -61%
AAM
91
Augustine Asset Management
Florida
$97.8M -$10.9M -43,282 -13%
Wells Fargo
92
Wells Fargo
California
$95.2M +$10.9M +43,168 +17%
PCH
93
Polar Capital Holdings
United Kingdom
$93M -$34.7M -137,314 -32%
SCM
94
Steadview Capital Management
United Kingdom
$91.8M -$26.2M -103,450 -27%
AQR Capital Management
95
AQR Capital Management
Connecticut
$89.9M -$42.9M -169,417 -38%
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$89M +$5.74M +22,680 +9%
TCM
97
TimesSquare Capital Management
New York
$88.5M +$69.1M +273,276 New
TD Asset Management
98
TD Asset Management
Ontario, Canada
$84.3M +$23.9M +94,501 +57%
Ameriprise
99
Ameriprise
Minnesota
$81.1M -$130M -512,554 -67%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$80.6M +$6.08M +24,020 +11%
2 3
4
5 6

APP Hedge Fund Activity: Q4 2024 in Review

992 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Applovin (APP) for Q4 2024, worth a combined $66.1B — up 171% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 353 funds opened new APP positions and 48 closed out — a net gain of 305 holders — while 253 added to existing stakes and 362 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.51B. The largest seller was Vanguard Group, cutting an estimated $1.68B.

  • 992 institutional investors held Applovin (APP) as of Q4 2024, up from 702 in Q3 2024.
  • Funds reported $66.1B of Applovin stock for Q4 2024, up 171% quarter-over-quarter.
  • 353 funds opened new Applovin positions in Q4 2024 and 48 closed out, a net change of +305 holders.
  • The largest Applovin buyer in Q4 2024 was Fidelity Investments, an estimated $1.51B added.
  • The largest Applovin seller in Q4 2024 was Vanguard Group, an estimated $1.68B sold.

Based on aggregated 13F filings for Q4 2024.