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AAVE Positioning by Cohort (Hyperliquid)

How AAVE traders on Hyperliquid are positioned by account size and by all-time PnL: long and short position value per group, the net bias, smart money vs retail and how it changed hour by hour, from real on-chain positions of tracked wallets.

434 tracked wallets held a AAVE position in the account-size snapshot: $39.55M long and $38.29M short (50.8% long by value). Smart money vs retail: the 40 tracked wallets that made $1M or more on Hyperliquid are 63.4% long AAVE by value (net +$10.76M), while the 84 accounts under $10K are 84.4% long (net +$228K). Both lean long. Both are samples: only wallets this site tracks and polled in the 6 hours before the snapshot, about 90.3% of AAVE open interest on Hyperliquid, and the PnL tiers only include wallets on Hyperliquid's leaderboard.

434 tracked wallets with positionsHyperliquid native perpsHourly snapshotAs of 11:00 UTC

AAVE: smart money vs retail

made $1M+ all-time vs accounts under $10K

Smart money vs retail: the 40 tracked wallets that made $1M or more on Hyperliquid are 63.4% long AAVE by value (net +$10.76M), while the 84 accounts under $10K are 84.4% long (net +$228K). Both lean long. Both are samples: only wallets this site tracks and polled in the 6 hours before the snapshot, about 90.3% of AAVE open interest on Hyperliquid, and the PnL tiers only include wallets on Hyperliquid's leaderboard.

By account size: AAVE

tier by account value

Snapshot 2026-09-29 11:00 UTC

Account sizeWalletsLongShortNetLong %
Under $10K84$280K$52K$228K 84.4%
$10K–$100K160$2.37M$1.49M$885K 61.5%
$100K–$1M131$9.27M$12.97M-$3.69M 41.7%
$1M–$10M49$23.08M$19.50M$3.58M 54.2%
$10M and up10$4.54M$4.28M$257K 51.5%
All wallets434$39.55M$38.29M$1.26M 50.8%

By all-time PnL: AAVE

tier by all-time PnL (leaderboard wallets only)

Snapshot 2026-09-29 11:00 UTC

All-time PnLWalletsLongShortNetLong %
Lost $1M or more20$2.48M$13.15M-$10.68M 15.8%
Lost $100K–$1M43$746K$4.01M-$3.26M 15.7%
Within ±$100K199$3.48M$1.09M$2.39M 76.1%
Made $100K–$1M70$6.81M$965K$5.84M 87.6%
Made $1M or more40$25.44M$14.67M$10.76M 63.4%
All leaderboard wallets372$38.95M$33.88M$5.06M 53.5%

AAVE net long by account size tier

net long USD per tier, hourly

Chart: TradingView Lightweight Charts™

AAVE net long by all-time PnL tier

net long USD per tier, hourly

Chart: TradingView Lightweight Charts™

Coverage

snapshot coverage

Account size: 2026-09-29 11:00 UTC

All-time PnL: 2026-09-29 11:00 UTC

434 tracked wallets held AAVE positions in the account-size snapshot, worth $77.83M, about 90.3% of AAVE open interest on Hyperliquid (tracked long + short ÷ 2 × OI). 372 leaderboard wallets appear in the PnL snapshot (93.6% of the tracked value). Each snapshot includes only positions of wallets polled in the 6 hours before that snapshot. Vaults and protocol accounts such as HLP (accounts worth over $1B) are excluded.

How to read it. Net long is the tier's long position value minus its short value at the mark price; above zero the tier is net long AAVE. All ranges preserve hourly snapshots. See the AAVE long/short ratio for the split by position size and the largest positions. Vaults and protocol accounts (HLP and other accounts worth over $1B) are excluded from every tier. Not financial advice.

AAVE Hyperliquid cohort positioning FAQ

What does Hyperliquid AAVE positioning by cohort show?

How the Hyperliquid wallets this site tracks are positioned, grouped two ways: by account size (from under $10K to $10M and up) and by all-time profit and loss on Hyperliquid's own leaderboard (from wallets that lost $1M or more to wallets that made $1M or more). For each group: how many wallets hold a position, the long and short position value at the mark price, the net and the share long.

Where does the data come from?

From Hyperliquid itself. Hyperliquid is an on-chain exchange, so every account's positions are public. This site reads the positions of tens of thousands of wallets from Hyperliquid's public API and Hyperliquid's public leaderboard for all-time PnL, and adds them up once an hour.

How complete is it?

It is a large sample, not every account. Only positions of wallets checked in the 6 hours before each snapshot count. The PnL tiers only include wallets that appear on Hyperliquid's leaderboard, so they cover less than the size tiers. Each page shows how many wallets are included and what share of Hyperliquid open interest they hold.

Are vaults included?

No. Accounts worth more than $1.00B are almost certainly vaults (such as HLP) or protocol accounts rather than traders, so their positions are left out of every tier and of the tracked value. Snapshots from before this change was made (late September 2026) still include them.

Is following smart money a good strategy?

Not on its own. The wallets that made the most in the past are not guaranteed to be right next time, and a group's net position mixes hedges, market making and directional bets. Treat it as one input. This is market data, not financial advice.