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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 %
WDA
876
Wendell David Associates
New Hampshire
$63.5M -$43.6K -207 -0.1%
BAMCO Inc
877
BAMCO Inc
New York
$63.2M +$62.8M +298,283 +14,788%
KWA
878
Kingswood Wealth Advisors
California
$63.1M +$10.3M +48,692 +19%
CWP
879
CFM Wealth Partners
Texas
$63.1M -$320K -1,518 -0.5%
BFA
880
Bragg Financial Advisors
North Carolina
$63.1M +$1.03M +4,894 +2%
MAM
881
Martingale Asset Management
Massachusetts
$63M -$10.1M -47,837 -14%
FNBOO
882
First National Bank of Omaha
Nebraska
$62.8M +$6.32M +30,008 +11%
FFO
883
Fiduciary Family Office
Florida
$62.4M -$68K -323 -0.1%
SC
884
SouthState Corp
Florida
$62.2M +$768K +3,645 +1%
CC
885
Courier Capital
New York
$62M -$721K -3,422 -1%
NL
886
NWAM LLC
Washington
$62M +$2.31M +10,957 +4%
GS
887
GTS Securities
New York
$62M +$38.9M +184,764 +169%
SAM
888
Shikiar Asset Management
New York
$61.9M -$49.7K -236 -0.1%
GCM
889
GuideStone Capital Management
Texas
$61.8M – – –
OC
890
Oakmont Corp
California
$61.5M +$4M +18,998 +7%
FIA
891
Foundations Investment Advisors
Arizona
$61.5M -$623K -2,957 -1%
CAM
892
Close Asset Management
United Kingdom
$61.4M +$14.8M +70,389 +32%
BFA
893
Beaumont Financial Advisors
Massachusetts
$61.3M -$1.25M -5,945 -2%
AIM
894
Allen Investment Management
New York
$61M -$1.3M -6,155 -2%
FB
895
Fulton Bank
Pennsylvania
$61M +$491K +2,333 +0.8%
FFA
896
Fragasso Financial Advisors
Pennsylvania
$61M +$400K +1,901 +0.7%
NEI
897
Northwest & Ethical Investments
Ontario, Canada
$61M +$4.55M +21,605 +8%
GIP
898
Granite Investment Partners
California
$61M +$1.6M +7,606 +3%
WAS
899
Wesleyan Assurance Society
United Kingdom
$60.7M +$4.52M +21,500 +8%
FSA
900
Fort Sheridan Advisors
Illinois
$60.7M +$2.85M +13,510 +5%
34 35
36
37 38