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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
BlackRock
1
BlackRock
New York
$6.57B +$1.48B +5,868,980 +41%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.38B -$1.68B -6,642,661 -29%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.49B +$1.51B +5,957,885 +75%
GQG Partners
4
GQG Partners
Florida
$2.73B -$295M -1,165,779 -12%
WCM Investment Management
5
WCM Investment Management
California
$2.32B -$985M -3,892,851 -36%
JP Morgan Chase
6
JP Morgan Chase
New York
$2.13B +$916M +3,622,920 +122%
SW
7
SVB Wealth
Massachusetts
$1.78B +$1.39B +5,502,645 New
State Street
8
State Street
Massachusetts
$1.75B +$1.49M +5,899 +0.1%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$1.56B -$102M -402,960 -8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.46B +$145M +573,310 +15%
Baillie Gifford & Co
11
Baillie Gifford & Co
United Kingdom
$1.32B +$1.01B +4,010,520 +5,421%
Morgan Stanley
12
Morgan Stanley
New York
$1.1B +$258M +1,021,615 +43%
SHIM
13
Spruce House Investment Management
New York
$1.01B -$125M -492,976 -14%
Invesco
14
Invesco
Georgia
$978M +$309M +1,222,074 +68%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$937M +$601M +2,373,885 +457%
JCAM
16
Jericho Capital Asset Management
New York
$905M -$136M -538,033 -16%
AllianceBernstein
17
AllianceBernstein
Tennessee
$882M +$455M +1,797,027 +194%
Norges Bank
18
Norges Bank
Norway
$828M +$69.5M +274,906 +12%
KCM
19
Kensico Capital Management
Connecticut
$826M – – –
FAM
20
Fred Alger Management
New York
$820M -$255M -1,008,738 -28%
Bank of America
21
Bank of America
North Carolina
$797M -$546M -2,158,947 -47%
Goldman Sachs
22
Goldman Sachs
New York
$766M -$208M -823,642 -26%
Coatue Management
23
Coatue Management
New York
$744M +$77M +304,342 +15%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$726M -$27.6M -109,138 -5%
WRCM
25
Whale Rock Capital Management
Massachusetts
$582M -$296M -1,168,687 -39%
1
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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.