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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 %
CCA
851
Cobblestone Capital Advisors
New York
$66M -$3.9M -18,525 -6%
KB
852
Kimelman & Baird
New York
$65.9M +$65.9M +312,959 New
GHA
853
GW Henssler & Associates
Georgia
$65.9M -$2.34M -11,101 -3%
CRC
854
Curi RMB Capital
Illinois
$65.7M -$4.44M -21,078 -6%
AG
855
AlTi Global
New York
$65.4M -$7.98M -37,866 -11%
TA
856
TRB Advisors
New York
$65.3M -$6.32M -30,000 -9%
PIM
857
Penobscot Investment Management
Massachusetts
$65M +$3.8M +18,056 +6%
QIM
858
Quest Investment Management
Oregon
$65M +$15.6M +74,304 +32%
RBA
859
Richard Bernstein Advisors
New York
$65M -$6.53M -30,993 -9%
SCA
860
Stonebridge Capital Advisors
Minnesota
$64.9M +$240K +1,138 +0.4%
CSUI
861
Cincinnati Specialty Underwriters Insurance
Ohio
$64.9M – – –
FFM
862
Forum Financial Management
Illinois
$64.8M -$631K -2,998 -1%
IGGA
863
Iron Gate Global Advisors
Utah
$64.7M +$1.38M +6,524 +2%
EFM
864
E Fund Management
China
$64.6M +$15.5M +73,629 +32%
AL
865
Aspiriant LLC
California
$64.5M -$3.02M -14,333 -4%
MAS
866
Meeder Advisory Services
Ohio
$64.5M +$13.6M +64,609 +27%
RCM
867
RB Capital Management
Nevada
$64.4M +$75.2K +357 +0.1%
MME
868
Meag Munich Ergo
Germany
$64.4M +$24.5M +116,212 +61%
CTA
869
Chesley Taft & Associates
Illinois
$64.3M -$4.34M -20,591 -6%
MLL
870
Moody Lynn & Lieberson
Massachusetts
$64.3M +$2.65M +12,598 +4%
CCG
871
Ceeto Capital Group
Florida
$64.2M -$742K -3,525 -1%
MLFP
872
MPS Loria Financial Planners
Illinois
$63.9M +$68.7K +326 +0.1%
RC
873
Roundview Capital
New Jersey
$63.6M -$1.25M -5,938 -2%
JIP
874
Jaffetilchin Investment Partners
Florida
$63.6M -$1.85M -8,798 -3%
SAA
875
Southeast Asset Advisors
Georgia
$63.6M +$127K +605 +0.2%
33 34
35
36 37