Applovin
APP
1,449 hedge funds and large institutions have $116B invested in Applovin in 2026 Q2 according to their latest regulatory filings, with 209 funds opening new positions, 613 increasing their positions, 484 reducing their positions, and 129 closing their positions.
62% more first-time investments, than exits
New positions opened: 209 | Existing positions closed: 129
33% more capital invested
Capital invested by funds: $87.5B → $116B (+$28.6B)
27% more repeat investments, than reductions
Existing positions increased: 613 | Existing positions reduced: 484
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)
4% more funds holding
Funds holding: 1,390 → 1,449 (+59)
2.54% more ownership
Funds ownership: 71.42% → 73.96% (+2.5%)
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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIW
1576
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| – | -$821 | -2 | Closed |
|
|
MHR
1577
Matthew Hamilton Rosenberg
| – | -$796 | -2 | Closed |
|
|
GWM
1578
Gilpin Wealth Management
Denver,
Colorado
| – | -$398 | -1 | Closed |
|
|
MMCM
1579
Murphy & Mullick Capital Management
Smithtown,
New York
| – | -$398 | -1 | Closed |
|
|
NF
1580
Napier Financial
Braintree,
Massachusetts
| – | -$398 | -1 | Closed |
|
1581
Vanguard Advisers Inc
Malvern,
Pennsylvania
| – | -$398 | -1 | Closed |
|
APP Hedge Fund Activity: Q2 2026 in Review
1,449 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Applovin (APP) for Q2 2026, worth a combined $116B — up 33% from $87.5B a quarter earlier.
Buyers outnumbered sellers: 209 funds opened new APP positions and 129 closed out — a net gain of 80 holders — while 613 added to existing stakes and 484 trimmed.
The largest buyer was Capital World Investors, adding an estimated $2.4B. The largest seller was WCM Investment Management, cutting an estimated $624M.
- 1,449 institutional investors held Applovin (APP) as of Q2 2026, up from 1,390 in Q1 2026.
- Funds reported $116B of Applovin stock for Q2 2026, up 33% quarter-over-quarter.
- 209 funds opened new Applovin positions in Q2 2026 and 129 closed out, a net change of +80 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.