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Apple
AAPL

Overview Fund Activity

5,072 hedge funds and large institutions have $1.97T invested in Apple in 2024 Q2 according to their latest regulatory filings, with 264 funds opening new positions, 2,213 increasing their positions, 2,321 reducing their positions, and 93 closing their positions.

Holders
5,072
Holders Change
+101
Holders Change %
+2.03%
% of All Funds
73.79%
Holding in Top 10
2,985
Holding in Top 10 Change
+352
Holding in Top 10 Change %
+13.37%
% of All Funds
43.42%
New
264
Increased
2,213
Reduced
2,321
Closed
93
Calls
$57.3B
Puts
$51.2B
Net Calls
+$6.07B
Net Calls Change
+$3.11B

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$72.8B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$21.9B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$14.6B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$38.2B
5
Capital World Investors
5
Capital World Investors
California
$8.85B

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$84.2B
2
State Street
2
State Street
Massachusetts
$111B
3
Barclays
3
Barclays
United Kingdom
$12B
4
GAA
4
Global Assets Advisory
Florida
$12M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$955M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
276
Steward Partners Investment Advisory
New York
$425M 2,018,040 +27,652 +1%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$421M 2,000,264 +45,968 +2%
BTW
278
Boston Trust Walden
Massachusetts
$419M 1,989,960 -135,965 -6%
CFB
279
Cullen/Frost Bankers
Texas
$417M 1,977,953 -13,507 -0.7%
TP
280
Third Point
New York
$411M 1,950,000 +1,950,000 New
Empower Advisory Group
281
Empower Advisory Group
Colorado
$409M 1,941,821 -7,187 -0.4%
JIC
282
Johnson Investment Counsel
Ohio
$409M 1,939,890 -24,003 -1%
FMI
283
Factory Mutual Insurance
Massachusetts
$408M 1,938,629 +18,200 +0.9%
EWA
284
EP Wealth Advisors
California
$406M 1,928,110 +95,235 +5%
Kovitz Investment Group Partners
285
Kovitz Investment Group Partners
Illinois
$405M 1,924,814 +855,295 +80%
TRSOTSOK
286
Teachers Retirement System of the State of Kentucky
Kentucky
$404M 1,917,646 +7,877 +0.4%
WF
287
Welch & Forbes
Massachusetts
$403M 1,787,277 +1,801 +0.1%
Rafferty Asset Management
288
Rafferty Asset Management
New York
$402M 1,910,289 -2,051,732 -52%
TIAA Trust, National Association
289
TIAA Trust, National Association
North Carolina
$397M 1,886,249 +50,846 +3%
MOACM
290
Mutual of America Capital Management
New York
$397M 1,884,090 -74,401 -4%
YCM
291
Yousif Capital Management
Michigan
$393M 1,867,644 -43,310 -2%
LGF
292
LGT Group Foundation
Liechtenstein
$393M 1,865,175 +652,931 +54%
SMDAM
293
Sumitomo Mitsui DS Asset Management
Japan
$390M 1,849,964 +48,553 +3%
EIP
294
Epoch Investment Partners
New York
$387M 1,835,228 +580,631 +46%
JAM
295
Jupiter Asset Management
United Kingdom
$383M 1,820,459 -476,549 -21%
BPA
296
Beacon Pointe Advisors
California
$380M 1,803,379 -158,317 -8%
BIM
297
Bridges Investment Management
Nebraska
$379M 1,798,340 +896,810 +99%
BCWM
298
Bartlett & Co Wealth Management
Ohio
$379M 1,798,301 -41,291 -2%
EWM
299
Evercore Wealth Management
New York
$375M 1,780,124 -26,777 -1%
FDCDDQ
300
Federation des caisses Desjardins du Quebec
Quebec, Canada
$372M 1,766,300 +407,522 +30%
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