HF Advisory Group LLC Boosts Applied Materials Stake by 992%

The institutional investor now holds over $32 million in the semiconductor equipment manufacturer's stock.

Apr. 2, 2026 at 11:13am

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According to a recent 13F filing, HF Advisory Group LLC significantly increased its position in Applied Materials, Inc. (NASDAQ: AMAT) during the fourth quarter, adding 114,639 shares to bring its total holdings to 126,191 shares worth $32.43 million.

Why it matters

Applied Materials is a leading supplier of semiconductor manufacturing equipment, making it a key player in the global tech supply chain. HF Advisory Group's large stake increase suggests the firm sees strong growth potential in the company's business.

The details

HF Advisory Group's new position in Applied Materials represents a 992.4% increase from the prior quarter, making the stock the 12th largest holding in the firm's portfolio. Applied Materials accounts for around 1.2% of HF Advisory Group's total assets under management.

  • The 13F filing covers the fourth quarter of 2025.
  • HF Advisory Group increased its stake in Applied Materials during that time period.

The players

HF Advisory Group LLC

An institutional investment firm that has significantly increased its stake in semiconductor equipment manufacturer Applied Materials.

Applied Materials, Inc.

A leading global supplier of semiconductor manufacturing equipment, materials and services.

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The takeaway

HF Advisory Group's large increase in its Applied Materials position suggests the firm sees strong growth potential in the semiconductor equipment maker, underscoring the importance of the company's role in the global tech supply chain.