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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 %
LWCA
776
Locust Wood Capital Advisers
New York
$74.2M +$20.3M +96,477 +38%
SRIM
777
Saratoga Research & Investment Management
California
$74.2M -$3.27M -15,521 -4%
FRA
778
Frank Rimerman Advisors
California
$74.2M +$58.1M +276,020 +363%
BFS
779
Baskin Financial Services
Ontario, Canada
$74M -$6.84M -32,465 -8%
AUB
780
Atlantic Union Bankshares
Virginia
$73.8M +$23.7M +112,624 +47%
MSE
781
MUFG Securities EMEA
United Kingdom
$73.7M +$70.6M +335,283 +2,278%
OCM
782
Oribel Capital Management
New York
$73.7M +$73.7M +349,800 New
PIM
783
Plato Investment Management
Australia
$73.6M +$3.22M +15,285 +5%
LOAMS
784
Lombard Odier Asset Management (Switzerland)
Switzerland
$73.5M -$4.09M -19,435 -5%
EFS
785
Essex Financial Services
Connecticut
$73.4M +$13.4M +62,592 +22%
JFG
786
Jefferies Financial Group
New York
$73.3M +$20M +94,925 +37%
CWM
787
Cornerstone Wealth Management
Missouri
$73.3M -$29.1K -138 -0%
JAIC
788
Josh Arnold Investment Consultant
Minnesota
$73.3M -$1.49M -7,065 -2%
VVP
789
Venture Visionary Partners
Ohio
$73.1M +$661K +3,140 +0.9%
BWM
790
Brickley Wealth Management
California
$73.1M +$9.45M +44,868 +15%
AFG
791
Albion Financial Group
Utah
$73.1M +$45.9K +218 +0.1%
VA
792
Vident Advisory
Georgia
$73.1M +$12.9M +61,088 +21%
HIA
793
Harbor Investment Advisory
Maryland
$73M +$266K +1,325 +0.4%
JWBC
794
J.W. Burns & Co
New York
$73M -$44.9K -213 -0.1%
AIM
795
Avity Investment Management
Connecticut
$73M -$833K -3,957 -1%
MOS
796
MGO One Seven
Ohio
$72.9M +$3.16K +15 +0%
ACM
797
Academy Capital Management
Texas
$72.8M -$159K -754 -0.2%
WCM
798
Wedge Capital Management
North Carolina
$72.7M -$34.4M -163,132 -32%
FHA
799
First Horizon Advisors
Tennessee
$72.5M +$1.43M +6,793 +2%
GCM
800
Gladstone Capital Management
United Kingdom
$72.5M +$72.5M +344,000 New
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