APLD Applied Digital Corporation

NASDAQ
$26.42

Applied Digital Corporation (APLD) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
+48.84
32 buyers / 11 sellers
STRONG BUYING
Funds compared
43
funds with comparable APLD positions
39 current holders · 23 prior-quarter holders
Net share change
+21.10M
+21.92M added, -820.1K cut
Position activity
20 new 12 increased 7 reduced 4 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Third Point Activist Event New +22.0K — $820.6K 0.0% 66
Tiger Global Management Growth Tech New +885.0K — $33.0M 0.1% 66
Situational Awareness Growth Tech Increased +1.91M +14.1% $71.1M 2.3% 65
Point72 Asset Management, L.P. New +789.0K — $29.4M 0.0% 64
TWO SIGMA INVESTMENTS, LP Quant Increased +8.71M +546.7% $324.8M 0.3% 62
Qube Research & Technologies Ltd Quant New +694.1K — $25.9M 0.0% 59
Voloridge Investment Management Quant Increased +2.95M +3512.5% $110.0M 0.5% 58
Weiss Asset Management Event Quant New +78.9K — $2.9M 0.0% 56
CITADEL ADVISORS LLC Quant Increased +1.07M +349.7% $39.8M 0.0% 56
WORLDQUANT MILLENNIUM ADVISORS LLC Quant New +20.4K — $759.4K 0.0% 56

Most significant buyers

By move score, not size.

  • Third Point New · +22.0K
  • Tiger Global Management New · +885.0K
  • Situational Awareness Increased · +1.91M
  • Point72 Asset Management, L.P. New · +789.0K
  • TWO SIGMA INVESTMENTS, LP Increased · +8.71M

Most significant sellers

By move score, not size.

  • Tudor Investment Corporation Sold Out · -109.3K
  • ExodusPoint Capital Management Sold Out · -103.2K
  • Verition Fund Management Sold Out · -16.1K
  • Caption Management Sold Out · -6.0K
  • Quantbot Technologies Reduced · -80.5K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Third Point 1 22.0K 0 +22.0K — 0.0% New 66
Tiger Global Management 1 885.0K 0 +885.0K — 0.1% New 66
Situational Awareness 1 15.4M 13.5M +1.91M +14.1% 2.3% Increased 65
Point72 Asset Management, L.P. 1 789.0K 0 +789.0K — 0.0% New 64
TWO SIGMA INVESTMENTS, LP 2 10.3M 1.6M +8.71M +546.7% 0.3% Increased 62
Qube Research & Technologies Ltd 2 694.1K 0 +694.1K — 0.0% New 59
Voloridge Investment Management 2 3.0M 84.0K +2.95M +3512.5% 0.5% Increased 58
Weiss Asset Management 2 78.9K 0 +78.9K — 0.0% New 56
CITADEL ADVISORS LLC 1 1.4M 305.2K +1.07M +349.7% 0.0% Increased 56
WORLDQUANT MILLENNIUM ADVISORS LLC 2 20.4K 0 +20.4K — 0.0% New 56
Balyasny Asset Management L.P. 2 1.3M 546.2K +790.3K +144.7% 0.1% Increased 56
Holocene Advisors, LP 2 24.1K 0 +24.1K — 0.0% New 56
Tudor Investment Corporation 2 0 109.3K -109.3K -100.0% 0.0% Sold Out 56
MILLENNIUM MANAGEMENT LLC 2 1.1M 86.2K +979.6K +1136.0% 0.0% Increased 55
Hudson Bay Capital Management 3 53.6K 0 +53.6K — 0.0% New 55
Squarepoint Ops LLC 2 1.8M 203.7K +1.59M +781.7% 0.2% Increased 55
LMR Partners 3 218.0K 0 +218.0K — 0.1% New 55
Capital Fund Management 3 118.7K 0 +118.7K — 0.0% New 55
Gotham Asset Management, LLC 2 5.5K 0 +5.5K — 0.0% New 54
ExodusPoint Capital Management 3 0 103.2K -103.2K -100.0% 0.0% Sold Out 54
Jain Global 3 150.3K 0 +150.3K — 0.1% New 54
Verition Fund Management 2 0 16.1K -16.1K -100.0% 0.0% Sold Out 54
Capstone Investment Advisors 3 25.5K 0 +25.5K — 0.0% New 53
Caxton Associates 3 20.3K 0 +20.3K — 0.0% New 53
J. Goldman & Co. 3 89.3K 0 +89.3K — 0.1% New 53
MARSHALL WACE, LLP 2 222.5K 26.7K +195.8K +733.5% 0.0% Increased 52
Brevan Howard Capital Management 3 126.0K 0 +126.0K — 0.1% New 52
Y-Intercept 4 29.6K 0 +29.6K — 0.0% New 50
Engineers Gate 4 116.6K 0 +116.6K — 0.1% New 50
Caption Management 3 0 6.0K -6.0K -100.0% 0.0% Sold Out 50
Winton Group 4 5.6K 0 +5.6K — 0.0% New 48
Centiva Capital 4 16.6K 0 +16.6K — 0.0% New 48
Quantbot Technologies 4 13.8K 94.3K -80.5K -85.4% 0.0% Reduced 38
Voleon Capital Management 3 391.8K 255.7K +136.1K +53.2% 0.3% Increased 37
Schonfeld Strategic Advisors 3 206.1K 139.5K +66.5K +47.7% 0.1% Increased 34
AQR Capital Management 3 65.7K 41.8K +23.9K +57.3% 0.0% Increased 34
D. E. Shaw & Co., Inc. 1 3.0M 3.4M -365.1K -10.7% 0.1% Reduced 34
Alphadyne Asset Management 3 23.9K 46.1K -22.1K -48.0% 0.1% Reduced 33
Boothbay Fund Management 4 99.5K 201.6K -102.0K -50.6% 0.1% Reduced 33
CastleKnight Management 3 28.1K 40.9K -12.8K -31.3% 0.0% Reduced 27
Man Group 3 102.0K 85.2K +16.7K +19.6% 0.0% Increased 26
Wolverine Asset Management 2 32.3K 32.3K -26 -0.1% 0.1% Reduced 23
Walleye Capital 3 53.2K 56.1K -2.9K -5.1% 0.0% Reduced 21

Every fund above opens. Subscribers can see any manager's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.