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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 %
CFM
826
Catalyst Funds Management
Australia
$68.6M +$61.8M +293,300 +905%
BFO
827
Boston Family Office
Massachusetts
$68.5M -$837K -3,974 -1%
LIA
828
LS Investment Advisors
Michigan
$68.3M -$55.8K -265 -0.1%
RIL
829
Rothschild Investment LLC
Illinois
$68.2M +$2.9M +13,777 +4%
Optiver Holding
830
Optiver Holding
Netherlands
$68.1M -$75.7M -359,255 -53%
NB
831
NBT Bank
New York
$68M -$1.14M -5,407 -2%
BIAS
832
Beacon Investment Advisory Services
New Jersey
$68M -$380K -1,804 -0.6%
LBC
833
Lowe Brockenbrough & Co
Virginia
$67.6M -$1.03M -4,899 -2%
TAM
834
Taurus Asset Management
New York
$67.5M -$369K -1,750 -0.5%
MYLI
835
Meiji Yasuda Life Insurance
Japan
$67.4M -$3.9M -18,508 -5%
MHS
836
M Holdings Securities
Oregon
$67.3M +$32.7M +154,879 +94%
NMIFOAC
837
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$67.3M – – –
HFS
838
Hantz Financial Services
Michigan
$67.1M +$623K +2,956 +0.9%
CGI
839
Comgest Global Investors
France
$67M -$3.31M -15,727 -5%
WI
840
Wahed Invest
New York
$66.8M +$5.96M +28,286 +10%
WP
841
WealthPLAN Partners
Nebraska
$66.7M -$514K -2,442 -0.8%
LI
842
LMCG Investments
Massachusetts
$66.7M +$789K +3,747 +1%
GAI
843
General American Investors
New York
$66.6M -$7.37M -35,000 -10%
MA
844
Montag & Associates
Georgia
$66.4M +$2.1M +9,947 +3%
PTC
845
Philadelphia Trust Company
Pennsylvania
$66.4M +$94.8K +450 +0.1%
IA
846
IFP Advisors
Florida
$66.3M +$6.09M +28,925 +10%
BFIM
847
Beese Fulmer Investment Management
Ohio
$66.2M -$122K -580 -0.2%
WTA
848
Washington Trust Advisors
Massachusetts
$66.2M -$2.26M -10,728 -3%
EDRH
849
Edmond de Rothschild Holding
Switzerland
$66.2M -$448K -2,128 -0.7%
DAS
850
Diversify Advisory Services
Utah
$66M +$2.5M +10,951 +4%
32 33
34
35 36