Applied Materials Sees Stake Decrease from HF Advisory Group

The investment firm reduced its position in the semiconductor equipment manufacturer by 15.5% in Q4 2025.

Apr. 12, 2026 at 11:50am

Got story updates? Submit your updates here. ›

A highly detailed, cinematic close-up image of heavy, industrial semiconductor manufacturing equipment in muted metallic tones, conveying the tangible power and precision of the technology that drives the electronics industry.An extreme close-up of the intricate machinery that powers the global semiconductor supply chain, reflecting the volatility and shifting dynamics within the electronics manufacturing sector.Santa Clara Today

HF Advisory Group LLC lowered its position in Applied Materials, Inc. (NASDAQ:AMAT) by 15.5% in the 4th quarter, according to a recent SEC filing. The fund now owns 9,758 shares of the manufacturing equipment provider's stock, valued at $2.5 million as of the end of 2025.

Why it matters

Applied Materials is a key supplier of capital equipment and software used across the semiconductor and electronics manufacturing supply chain. Changes in major institutional investor positions can signal shifts in market sentiment around the company and the broader industry.

The details

Several other large investors also made changes to their AMAT holdings last quarter. Capital Research Global Investors increased its stake by 225.4%, while Ameriprise Financial, Sanders Capital, and UBS Asset Management all added significant positions.

  • HF Advisory Group LLC filed its 13F report for Q4 2025 on April 12, 2026.
  • The firm's position change occurred between October 1 and December 31, 2025.

The players

HF Advisory Group LLC

An investment management firm that decreased its stake in Applied Materials by 15.5% in Q4 2025.

Applied Materials, Inc.

A U.S.-based supplier of equipment, services and software used to manufacture semiconductor chips, flat panel displays and other advanced materials.

Got photos? Submit your photos here. ›

The takeaway

The decrease in HF Advisory Group's stake in Applied Materials reflects the volatility and shifting dynamics within the semiconductor equipment manufacturing sector, which is closely tied to broader technology and economic trends.