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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 %
AHC
726
Adell Harriman & Carpenter
Texas
$83.5M -$709K -3,365 -0.8%
CB
727
Community Bank
New York
$83.5M -$589K -2,795 -0.7%
GI
728
Gradient Investments
Minnesota
$83.2M +$5.75M +27,317 +7%
MFAM
729
Motley Fool Asset Management
Virginia
$83M -$18.6M -85,690 -18%
JIC
730
Joel Isaacson & Co
New York
$82.9M -$1.67M -7,906 -2%
EGA
731
Eagle Global Advisors
Texas
$82.7M -$1.15M -5,452 -1%
KFC
732
Klingenstein Fields & Co
New York
$82.7M -$5.28M -25,067 -6%
WANY
733
Wealthspire Advisors (New York)
New York
$82.6M +$4.12M +19,542 +5%
TFS
734
Thoroughbred Financial Services
Tennessee
$82.5M +$16.1M +76,388 +24%
IWM
735
IHT Wealth Management
Illinois
$82.5M +$520K +2,469 +0.6%
AP
736
Appleton Partners
Massachusetts
$82.4M -$2.13M -10,131 -3%
BPC
737
Banque Pictet & Cie
Switzerland
$82.4M +$12.3M +58,170 +17%
ACIM
738
Azimuth Capital Investment Management
Michigan
$81.4M +$11M +52,428 +16%
DGM
739
Delta Global Management
New York
$81.2M +$81.2M +385,607 New
CNAM
740
Campbell Newman Asset Management
Wisconsin
$80.2M -$2.73M -12,975 -3%
EIA
741
Edgemoor Investment Advisors
Maryland
$80.1M -$113K -537 -0.1%
WAM
742
WT Asset Management
Hong Kong
$80.1M +$80.1M +380,103 New
HFM
743
Harvest Fund Management
China
$79.8M +$18.2M +86,433 +30%
TF
744
Talbot Financial
Washington
$79.6M -$550K -2,613 -0.7%
CTA
745
Colonial Trust Advisors
South Carolina
$79.6M -$2.11M -9,996 -3%
MIC
746
Means Investment Company
Maine
$79.4M -$1.31M -6,227 -2%
FAIM
747
Financial Advocates Investment Management
Washington
$79.3M -$4.57M -21,708 -5%
DIA
748
Davidson Investment Advisors
Montana
$79M +$590K +2,801 +0.8%
OWP
749
Obermeyer Wealth Partners
Colorado
$78.9M +$823K +3,907 +1%
FFM
750
Fullerton Fund Management
Singapore
$78.8M +$70.1M +332,968 +807%
28 29
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