AAPL icon

Apple
AAPL

Overview Fund Activity

5,073 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, 2,322 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,073
Holders Change
+101
Holders Change %
+2.03%
% of All Funds
73.79%
Holding in Top 10
2,986
Holding in Top 10 Change
+352
Holding in Top 10 Change %
+13.36%
% of All Funds
43.43%
New
264
Increased
2,213
Reduced
2,322
Closed
93
Calls
$57.3B
Puts
$51.2B
Net Calls
+$6.07B
Net Calls Change
+$3.11B

Top Buyers

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

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$84.2B
2
State Street
State Street
Massachusetts
$111B
3
Barclays
Barclays
United Kingdom
$12B
4
GAA
Global Assets Advisory
Florida
$12M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$955M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
376
Bradley Foster & Sargent
Connecticut
$242M -$3.61M -17,118 -1%
Wolverine Trading
377
Wolverine Trading
Illinois
$240M -$513M -2,437,814 -68%
MSRPS
378
Maryland State Retirement & Pension System
Maryland
$239M -$1.48M -7,029 -0.6%
JWBC
379
John W. Bristol & Co
New York
$237M -$5.31M -25,223 -2%
MFIM
380
Mesirow Financial Investment Management
Illinois
$236M -$1.95M -9,275 -0.8%
HWM
381
HB Wealth Management
Georgia
$235M +$14.2M +67,373 +6%
EI
382
Ethic Inc
New York
$235M +$20.9M +99,162 +10%
MSU
383
Mizuho Securities USA
New York
$234M +$234M +1,111,378 New
AAS
384
Avantax Advisory Services
Texas
$233M +$53.7M +254,860 +30%
AIM
385
Artemis Investment Management
United Kingdom
$231M +$169M +802,371 +271%
QC
386
Quadrature Capital
United Kingdom
$231M +$63.6M +302,433 +38%
JAFL
387
Jay A. Fishman Ltd
Michigan
$230M -$2.99M -14,192 -1%
RMDI
388
R.M. Davis Inc
Maine
$229M -$998K -4,738 -0.4%
KRS
389
Kentucky Retirement Systems
Kentucky
$229M -$3.4M -16,151 -1%
QP
390
Quilter Plc
United Kingdom
$228M +$12.3M +58,376 +6%
MBI
391
Montrusco Bolton Investments
Quebec, Canada
$228M -$2.42M -11,473 -1%
AAP
392
Aristotle Atlantic Partners
Florida
$227M +$26.5M +125,698 +13%
HCM
393
Hollencrest Capital Management
California
$225M -$164K -777 -0.1%
WTC
394
WhitTier Trust Company
Nevada
$223M +$3.62M +17,204 +2%
SWP
395
Stratos Wealth Partners
Ohio
$222M +$6.27M +29,756 +3%
GT
396
Glenview Trust
Kentucky
$222M +$1.3M +6,177 +0.6%
KPWS
397
Kestra Private Wealth Services
Texas
$221M +$14.5M +68,963 +7%
WS
398
Wedbush Securities
California
$220M +$1.15M +5,451 +0.5%
MPM
399
MBB Public Markets
Illinois
$220M +$218M +1,037,186 +15,400%
OIAM
400
OFI Invest Asset Management
France
$220M +$40.8M +207,743 +23%
14 15
16
17 18