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Apple
AAPL

Overview Fund Activity

5,074 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, 2,214 increasing their positions, 2,322 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,074
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
2,214
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
+$11.9B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.29B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$7.86B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$5.25B
5
Capital World Investors
Capital World Investors
California
+$4.84B

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$82B
2
State Street
State Street
Massachusetts
-$12.7B
3
Barclays
Barclays
United Kingdom
-$3.13B
4
GAA
Global Assets Advisory
Florida
-$1.93B
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$1.62B
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
451
Penserra Capital Management
California
$175M +$20.7M +98,434 +13%
ASN
452
Advisory Services Network
Georgia
$175M +$2.81M +13,355 +2%
SAM
453
Securian Asset Management
Minnesota
$175M -$5.5M -26,129 -3%
BCI
454
Brinker Capital Investments
Pennsylvania
$174M +$17M +80,816 +11%
OPS
455
Orion Portfolio Solutions
Nebraska
$174M +$17M +80,816 +11%
LFRG
456
Lazard Frères Gestion
France
$174M +$84.3M +409,134 +94%
PCIA
457
Prime Capital Investment Advisors
Kansas
$174M -$30M -142,296 -15%
BFO
458
Biltmore Family Office
North Carolina
$173M -$3.47M -16,489 -2%
JSW
459
Journey Strategic Wealth
New Jersey
$172M +$2.51M +11,933 +1%
BG
460
Bahl & Gaynor
Ohio
$172M -$3.75M -17,802 -2%
PA
461
Parallel Advisors
California
$172M +$7.74M +36,731 +5%
MIH
462
Meitav Investment House
Israel
$172M +$119M +563,553 +225%
SAM
463
Silvercrest Asset Management
New York
$171M -$2.01M -9,524 -1%
BPWM
464
Badgley Phelps Wealth Managers
Washington
$171M +$171M +811,189 +229,799%
CFG
465
Citizens Financial Group
Rhode Island
$170M +$62.7M +297,667 +58%
ECM
466
ExodusPoint Capital Management
New York
$169M +$91.3M +433,414 +117%
MGP
467
Metis Global Partners
California
$169M -$1.92M -9,137 -1%
SI
468
Stephens Inc
Arkansas
$168M +$1.67M +7,911 +1%
CA
469
Cullinan Associates
Kentucky
$167M +$7.2M +34,184 +4%
SW
470
SteelPeak Wealth
California
$167M -$13.9M -66,011 -8%
CA
471
Cornerstone Advisors
North Carolina
$166M -$4.68M -22,200 -3%
DILIC
472
Dai-ichi Life Insurance Company
Japan
$165M +$5.4M +25,632 +3%
Envestnet Portfolio Solutions
473
Envestnet Portfolio Solutions
Illinois
$164M +$11.1M +52,911 +7%
MWM
474
Mission Wealth Management
California
$163M +$4.1M +19,488 +3%
DWP
475
Daymark Wealth Partners
Ohio
$163M +$15.1M +84,076 +10%
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