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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 %
TAMH
751
Taikang Asset Management (HK)
Hong Kong
$78.6M +$12.7M +60,092 +19%
GA
752
GuoLine Advisory
Singapore
$78.3M – – –
WAM
753
Weatherly Asset Management
California
$78.3M -$539K -2,558 -0.7%
ETC
754
Exchange Traded Concepts
Oklahoma
$78.2M -$5.86M -27,825 -7%
JSSH
755
J. Safra Sarasin Holding
$78M +$78M +371,173 New
PWP
756
Principle Wealth Partners
Connecticut
$77.7M +$23K +109 +0%
AIP
757
ARS Investment Partners
New York
$77.5M -$3.14M -14,915 -4%
AIS
758
AM Investment Strategies
Tennessee
$77.4M +$106K +503 +0.1%
CTI
759
Community Trust & Investment
Kentucky
$77.3M -$1.38M -6,550 -2%
IAIM
760
International Assets Investment Management
Florida
$77.1M -$352K -2,104 -0.5%
WG
761
Welch Group
Alabama
$77.1M +$1.63M +7,742 +2%
GKWIM
762
Gerber Kawasaki Wealth & Investment Management
California
$76.9M +$336K +1,594 +0.4%
MSR
763
Main Street Research
Connecticut
$76.8M +$3.84M +18,230 +5%
WA
764
Wealth Alliance
New York
$76.8M -$3.26M -15,488 -4%
SCM
765
Suvretta Capital Management
New York
$76.5M +$39.3M +186,677 +106%
BAM
766
Belpointe Asset Management
Nevada
$76.4M +$861K +4,089 +1%
HT
767
Headlands Technologies
Illinois
$76.3M +$66.7M +316,666 +691%
WIA
768
World Investment Advisors
California
$76.1M +$67.4M +319,971 +770%
SDH
769
Sloy Dahl & Holst
Washington
$76.1M -$455K -2,159 -0.6%
YIA
770
YHB Investment Advisors
Connecticut
$76.1M -$1.32M -6,253 -2%
ECM
771
Evergreen Capital Management
Washington
$76.1M -$686K -3,258 -0.9%
MTC
772
McDaniel Terry & Co
Texas
$75.7M +$198K +939 +0.3%
SSWM
773
Smith Salley Wealth Management
North Carolina
$75.4M +$4.36M +20,710 +6%
BA
774
Birinyi Associates
Connecticut
$74.9M -$2.8M -13,301 -4%
SWM
775
SeaCrest Wealth Management
New York
$74.8M -$906K -4,303 -1%
29 30
31
32 33