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5,120 hedge funds and large institutions have $1.97T invested in Apple in 2024 Q2 according to their latest regulatory filings, with 268 funds opening new positions, 2,235 increasing their positions, 2,340 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 268 | Existing positions closed: 94

23% more capital invested

Capital invested by funds: $1.61T → $1.97T (+$367B)

13% more funds holding in top 10

Funds holding in top 10: 2,6583,015 (+357)

12% more call options, than puts

Call options by funds: $57.4B | Put options by funds: $51.3B

2% more funds holding

Funds holding: 5,0145,120 (+106)

0.48% more ownership

Funds ownership: 60.33%60.81% (+0.48%)

4% less repeat investments, than reductions

Existing positions increased: 2,235 | Existing positions reduced: 2,340

Holders
5,120
Holders Change
+106
Holders Change %
+2.11%
% of All Funds
73.91%
Holding in Top 10
3,015
Holding in Top 10 Change
+357
Holding in Top 10 Change %
+13.43%
% of All Funds
43.53%
New
268
Increased
2,235
Reduced
2,340
Closed
94
Calls
$57.4B
Puts
$51.3B
Net Calls
+$6.11B
Net Calls Change
+$3.12B
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
301
Evercore Wealth Management
New York
$375M -$4.99M -26,777 -1%
FDCDDQ
302
Federation des caisses Desjardins du Quebec
Quebec, Canada
$372M +$76M +407,522 +30%
OAC
303
OMERS Administration Corp
Ontario, Canada
$371M +$165M +885,928 +101%
SA
304
Sanctuary Advisors
Indiana
$370M +$408M +2,185,450 New
MAM
305
Magellan Asset Management
Australia
$369M +$47.5M +254,524 +17%
MCM
306
MAI Capital Management
Ohio
$368M +$3.11M +16,693 +1%
WT
307
Whittier Trust
California
$364M +$13.3M +71,298 +4%
Renaissance Technologies
308
Renaissance Technologies
New York
$363M +$244M +1,307,877 +316%
ASC
309
Atalanta Sosnoff Capital
New York
$360M +$65.7M +352,419 +26%
HPC
310
HM Payson & Co
Maine
$358M +$4.83M +25,894 +2%
LWCFA
311
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$358M -$7.03M -37,699 -2%
IC
312
IEQ Capital
California
$353M +$13.1M +70,266 +4%
SW
313
SVB Wealth
Massachusetts
$350M -$4.59M -24,613 -1%
AWM
314
AE Wealth Management
Kansas
$345M +$63.8M +341,961 +26%
RFC
315
Regions Financial Corp
Alabama
$345M -$4.48M -24,031 -1%
AIM
316
Achmea Investment Management
Netherlands
$344M -$2.9M -15,569 -0.9%
FT
317
Fiduciary Trust
Massachusetts
$336M -$4.66M -24,976 -2%
Point72 Asset Management
318
Point72 Asset Management
Connecticut
$331M +$294M +1,573,924 New
PGFC
319
Peapack-Gladstone Financial Corp
New Jersey
$330M -$2.89M -15,513 -1%
VPIM
320
Vanguard Personalized Indexing Management
California
$328M +$28.9M +154,791 +11%
Fundsmith LLP
321
Fundsmith LLP
United Kingdom
$328M -$7.26M -38,955 -2%
Lord, Abbett & Co
322
Lord, Abbett & Co
New Jersey
$325M +$174M +931,925 +152%
IMCOOI
323
Investment Management Corp of Ontario (IMCO)
Canada
$324M -$2.29M -12,291 -0.8%
TWC
324
TD Waterhouse Canada
Ontario, Canada
$323M -$1.17M -6,285 -0.4%
UCFA
325
United Capital Financial Advisors
Texas
$320M -$41.3M -221,523 -13%

AAPL Hedge Fund Activity: Q2 2024 in Review

5,120 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2024, worth a combined $1.97T — up 23% from $1.61T a quarter earlier.

Buyers outnumbered sellers: 268 funds opened new AAPL positions and 94 closed out — a net gain of 174 holders — while 2,235 added to existing stakes and 2,340 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $10.6B. The largest seller was Berkshire Hathaway, cutting an estimated $72.6B.

  • 5,120 institutional investors held Apple (AAPL) as of Q2 2024, up from 5,014 in Q1 2024.
  • Funds reported $1.97T of Apple stock for Q2 2024, up 23% quarter-over-quarter.
  • 268 funds opened new Apple positions in Q2 2024 and 94 closed out, a net change of +174 holders.
  • The largest Apple buyer in Q2 2024 was Fidelity Investments, an estimated $10.6B added.
  • The largest Apple seller in Q2 2024 was Berkshire Hathaway, an estimated $72.6B sold.

Based on aggregated 13F filings for Q2 2024.