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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 %
TA
601
Trivest Advisors
Hong Kong
$112M +$108M +513,360 +2,567%
MVIP
602
Mar Vista Investment Partners
California
$112M +$35M +166,189 +45%
BCV
603
Banque Cantonale Vaudoise
Switzerland
$112M +$21.2M +100,760 +23%
MFG
604
Merit Financial Group
Georgia
$111M +$859K +4,077 +0.8%
HWA
605
HCR Wealth Advisors
California
$111M -$2.45M -11,635 -2%
AAM
606
Advisors Asset Management
Colorado
$111M +$2.49M +11,827 +2%
FCBT
607
First Citizens Bank & Trust
North Carolina
$110M +$2.99M +14,213 +3%
MMA
608
Miracle Mile Advisors
California
$110M +$1.3M +6,195 +1%
TCM
609
Traynor Capital Management
Pennsylvania
$110M -$160K -758 -0.1%
BJL
610
Brighton Jones LLC
Washington
$110M +$1.82M +8,660 +2%
WA
611
Waverly Advisors
Alabama
$110M +$24.2M +114,676 +28%
CPSAC
612
Chas P. Smith & Associates (CPS)
Florida
$110M +$907K +4,305 +0.8%
GCIM
613
Gunn & Company Investment Management
Florida
$110M +$100M +475,142 +1,012%
LFAS
614
Level Four Advisory Services
Texas
$110M -$10M -47,523 -8%
TMAM
615
Tokio Marine Asset Management
Japan
$109M +$2.34M +11,113 +2%
BHC
616
Bowen Hanes & Co
Florida
$109M -$538K -2,553 -0.5%
EWA
617
Exencial Wealth Advisors
Oklahoma
$108M -$6.44M -30,572 -6%
PHM
618
Prospect Hill Management
New Jersey
$108M -$62.8K -298 -0.1%
CBUSF
619
Construction & Building Unions Superannuation Fund
Australia
$108M -$8.48M -40,242 -7%
ACM
620
Alta Capital Management
Utah
$108M +$6.75M +32,031 +7%
KCM
621
Kornitzer Capital Management
Kansas
$108M +$122K +581 +0.1%
CANY
622
Caxton Associates (New York)
New York
$107M +$73.9M +350,790 +222%
MNA
623
Manning & Napier Advisors
New York
$107M +$107M +508,291 New
EF
624
Empirical Finance
Pennsylvania
$107M -$8.77M -41,646 -8%
MCM
625
Maple Capital Management
Vermont
$106M +$1.54M +7,314 +1%
23 24
25
26 27