Applovin
1,463 hedge funds and large institutions have $116B invested in Applovin in 2026 Q2 according to their latest regulatory filings, with 214 funds opening new positions, 616 increasing their positions, 490 reducing their positions, and 129 closing their positions.
73% more capital inflows, than outflows
Capital inflows: $10.7B | Capital outflows: $6.19B
66% more first-time investments, than exits
New positions opened: 214 | Existing positions closed: 129
26% more repeat investments, than reductions
Existing positions increased: 616 | Existing positions reduced: 490
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: 1,392 → 1,463 (+71)
2.64% more ownership
Funds ownership: 71.45% → 74.1% (+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
1,463 of the 8,354 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: 214 funds opened new APP positions and 129 closed out — a net gain of 85 holders — while 616 added to existing stakes and 490 trimmed.
The largest buyer was Capital World Investors, adding an estimated $2.4B. The largest seller was WCM Investment Management, cutting an estimated $624M.
- 1,463 institutional investors held Applovin (APP) as of Q2 2026, up from 1,392 in Q1 2026.
- Funds reported $116B of Applovin stock for Q2 2026, up 33% quarter-over-quarter.
- 214 funds opened new Applovin positions in Q2 2026 and 129 closed out, a net change of +85 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.