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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 %
RIG
926
RiverFront Investment Group
Virginia
$58.1M +$6.78M +32,203 +13%
DSAM
927
Dock Street Asset Management
Florida
$57.7M -$9.57M -45,452 -14%
LNB
928
Ledyard National Bank
$57.5M -$1.02M -4,855 -2%
MHIC
929
Marble Harbor Investment Counsel
Massachusetts
$57.4M -$302K -1,432 -0.5%
CCP
930
Clough Capital Partners
Massachusetts
$57.4M +$32.7M +155,350 +133%
AMCA
931
Arthur M. Cohen & Associates
Illinois
$57.3M -$121K -395 -0.2%
ACM
932
Altimeter Capital Management
Massachusetts
$57.2M +$57.2M +271,370 New
NCM
933
Narwhal Capital Management
Georgia
$56.9M -$1.59M -7,549 -3%
IHG
934
Insight Holdings Group
New York
$56.8M +$56.8M +269,800 New
BHWM
935
Bar Harbor Wealth Management
New Hampshire
$56.8M +$14.1K +67 +0%
WIM
936
WealthPlan Investment Management
Nebraska
$56.7M -$922K -4,376 -2%
MGCM
937
Mane Global Capital Management
New York
$56.5M +$56.5M +268,353 New
FWP
938
Falcon Wealth Planning
California
$56.5M -$199K -947 -0.4%
AAM
939
Aureus Asset Management
Massachusetts
$56.5M -$1.8M -8,557 -3%
LDB
940
Lee, Danner & Bass
Tennessee
$56.4M +$56.4M +267,621 New
CMI
941
Clare Market Investments
Texas
$56.3M +$1.74M +8,241 +3%
LRPA
942
L. Roy Papp & Associates
Arizona
$56.2M -$2.46M -11,664 -4%
WWM
943
Western Wealth Management
Colorado
$56M -$343K -1,628 -0.6%
MC
944
Middleton & Co
Massachusetts
$55.9M -$1.74M -8,250 -3%
FTIS
945
First Trust Investment Solutions
Florida
$55.9M +$25.5M +121,191 +84%
VCM
946
Violich Capital Management
California
$55.8M -$4.32M -20,491 -7%
ACP
947
Aviance Capital Partners
Florida
$55.7M +$185K +876 +0.3%
PVI
948
Pine Valley Investments
New Jersey
$55.6M +$1.44M +6,824 +3%
MCM
949
Manchester Capital Management
Vermont
$55.4M -$719K -3,412 -1%
CTC (Chicago Trading Company)
950
CTC (Chicago Trading Company)
Illinois
$55.2M -$46.3M -219,951 -46%
36 37
38
39 40