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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 %
BHIA
801
Birch Hill Investment Advisors
Massachusetts
$72.2M +$281K +1,336 +0.4%
FPAS
802
Focus Partners Advisor Solutions
Missouri
$72.2M -$1.1M -5,200 -1%
FBB
803
Fulton Breakefield Broenniman
Maryland
$72.1M -$337K -1,598 -0.5%
GIM
804
Grassi Investment Management
California
$71.9M -$326K -1,549 -0.5%
VI
805
Vestcor Inc
New Brunswick, Canada
$71.8M -$5.96M -28,277 -8%
KCM
806
Kanawha Capital Management
Virginia
$71.7M +$1.9M +9,000 +3%
TH
807
TCTC Holdings
Texas
$71.7M -$626K -2,970 -0.9%
GIC
808
GFI Investment Counsel
Ontario, Canada
$71.6M -$2.5M -11,885 -3%
FFA
809
First Foundation Advisors
California
$71.4M -$1.81M -8,599 -2%
LF
810
Longbow Finance
Switzerland
$71.4M -$3.93M -18,666 -5%
CAM
811
Carret Asset Management
New York
$71.4M -$202K -959 -0.3%
CHAM
812
Clear Harbor Asset Management
Connecticut
$71.3M -$563K -2,671 -0.8%
RFA
813
Rollins Financial Advisors
New York
$71.1M -$1.44M -6,825 -2%
BP
814
Ballentine Partners
Massachusetts
$70.4M +$2.19M +10,395 +3%
PF
815
Phoenix Financial
Israel
$70.2M +$5.19M +24,529 +8%
HSA
816
HBK Sorce Advisory
Pennsylvania
$70.2M -$1.66M -7,874 -2%
GP
817
Girard Partners
Pennsylvania
$70.1M -$1.66M -7,863 -2%
MG
818
Mather Group
Illinois
$69.1M +$35.3M +205,697 +104%
PMAM
819
Picton Mahoney Asset Management
Ontario, Canada
$68.9M +$49.6M +235,720 +258%
AM
820
Atreides Management
Massachusetts
$68.9M +$68.9M +327,083 New
NSAM
821
North Star Asset Management
Wisconsin
$68.9M -$1.68M -7,978 -2%
LCM
822
Laurion Capital Management
New York
$68.9M -$71.3M -338,717 -51%
NFC
823
Northeast Financial Consultants
Connecticut
$68.8M -$2.87M -13,635 -4%
USCWA
824
U.S. Capital Wealth Advisors
Texas
$68.7M +$1.87M +8,885 +3%
BBA
825
BLB&B Advisors
Pennsylvania
$68.6M -$794K -3,770 -1%
31 32
33
34 35