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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 %
SW
526
Simplicity Wealth
New Jersey
$136M -$4M -19,006 -3%
AWM
527
Apollon Wealth Management
South Carolina
$136M -$1.09M -5,187 -0.8%
MJRIC
528
Mogy Joel R Investment Counsel
California
$135M +$920K +4,368 +0.7%
SC
529
Samlyn Capital
New York
$135M +$135M +641,283 New
PCM
530
Parsons Capital Management
Rhode Island
$135M -$2.25M -10,679 -2%
TC
531
TownSquare Capital
Utah
$134M +$13.8M +65,373 +11%
Impax Asset Management Group
532
Impax Asset Management Group
United Kingdom
$134M -$39.5M -187,771 -23%
BSA
533
Braun Stacey Associates
New York
$133M -$990K -4,699 -0.7%
OWM
534
Opes Wealth Management
California
$133M +$31M +147,115 +30%
IHL
535
Investment House LLC
California
$132M -$14.4M -68,328 -10%
WT
536
Washington Trust
Rhode Island
$132M -$3.24M -15,379 -2%
ONB
537
Old National Bancorp
Indiana
$132M -$1.32M -6,256 -1%
NRS
538
Neville Rodie & Shaw
New York
$132M -$1.79M -8,509 -1%
AM
539
AGF Management
Ontario, Canada
$132M +$8.77M +41,661 +7%
MGIA
540
Moneta Group Investment Advisors
Missouri
$131M +$10.9M +51,633 +9%
VFA
541
Valeo Financial Advisors
Indiana
$130M -$1.79M -9,120 -1%
BCM
542
Brookstone Capital Management
Illinois
$130M +$5.98M +26,106 +5%
A
543
Allianz
Germany
$130M +$1.71M +8,133 +1%
ACA
544
Aptus Capital Advisors
Alabama
$130M +$1.49M +7,095 +1%
CI
545
Cincinnati Insurance
Ohio
$130M – – –
DP
546
Dearborn Partners
Illinois
$130M -$1.61M -7,630 -1%
VIM
547
Vinva Investment Management
Australia
$129M +$8.13M +37,972 +7%
SGM
548
Skye Global Management
Florida
$127M -$196M -930,000 -61%
MHC
549
Meyer Handelman Company
New York
$127M -$479K -2,275 -0.4%
PWP
550
Private Wealth Partners
California
$126M -$6.23M -29,589 -5%
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