Applovin
1,392 hedge funds and large institutions have $87.6B invested in Applovin in 2026 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 532 increasing their positions, 576 reducing their positions, and 338 closing their positions.
12% more call options, than puts
Call options by funds: $5.57B | Put options by funds: $4.96B
8% less repeat investments, than reductions
Existing positions increased: 532 | Existing positions reduced: 576
7.6% less ownership
Funds ownership: 79.05% → 71.45% (-7.6%)
13% less funds holding
Funds holding: 1,593 → 1,392 (-201)
47% less capital invested
Capital invested by funds: $164B → $87.6B (-$76.1B)
49% less funds holding in top 10
Funds holding in top 10: 76 → 39 (-37)
53% less first-time investments, than exits
New positions opened: 159 | Existing positions closed: 338
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.26B |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$891M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$691M |
| 4 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$331M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$258M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
IEQ Capital
Foster City,
California
|
-$7.5B |
| 2 |
JP Morgan Chase
New York
|
-$1.42B |
| 3 |
Janus Henderson Group
London,
|
-$690M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$552M |
| 5 |
Coatue Management
New York
|
-$433M |
APP Hedge Fund Activity: Q1 2026 in Review
1,392 of the 8,207 institutional investors tracked by Wall St. Rank reported a position in Applovin (APP) for Q1 2026, worth a combined $87.6B — down 47% from $164B a quarter earlier.
Sellers outnumbered buyers: 338 funds closed out of APP and 159 opened new positions — a net loss of 179 holders — while 576 trimmed existing stakes and 532 added.
The largest buyer was Fidelity Investments, adding an estimated $1.26B. The largest seller was IEQ Capital, cutting an estimated $7.5B.
- 1,392 institutional investors held Applovin (APP) as of Q1 2026, down from 1,593 in Q4 2025.
- Funds reported $87.6B of Applovin stock for Q1 2026, down 47% quarter-over-quarter.
- 159 funds opened new Applovin positions in Q1 2026 and 338 closed out, a net change of -179 holders.
- The largest Applovin buyer in Q1 2026 was Fidelity Investments, an estimated $1.26B added.
- The largest Applovin seller in Q1 2026 was IEQ Capital, an estimated $7.5B sold.
Based on aggregated 13F filings for Q1 2026.