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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 %
FC
976
Forte Capital
New York
$52.7M -$2.28M -10,836 -4%
HAM
977
Honeycomb Asset Management
New York
$52.7M +$5.27M +25,000 +11%
AF
978
Alerus Financial
North Dakota
$52.5M +$1.62M +7,695 +3%
FFA
979
Farther Finance Advisors
California
$52.5M +$7.31M +33,708 +16%
SIA
980
Schechter Investment Advisors
Michigan
$52.5M -$209K -991 -0.4%
NSEDCP
981
NJ State Employees Deferred Compensation Plan
New Jersey
$52.5M – – –
NMO
982
Newlands Management Operations
Texas
$52.4M – – –
TNB
983
Thomasville National Bank
Georgia
$52.3M -$9.46M -44,917 -15%
QCG
984
Quadrant Capital Group
Ohio
$52.3M +$3.13M +14,881 +6%
TW
985
Transform Wealth
Colorado
$52.3M +$304K +1,441 +0.6%
CPIG
986
Chicago Partners Investment Group
Illinois
$52M +$869K +3,970 +2%
SWA
987
SOA Wealth Advisors
New York
$51.9M -$1.67M -7,916 -3%
CRB
988
Chad R. Baker
$51.7M -$2.12M -10,080 -4%
SAM
989
Sawgrass Asset Management
Florida
$51.6M -$1.03M -4,910 -2%
JMFC
990
J.M. Forbes & Co
Massachusetts
$51.5M +$818K +3,885 +2%
SCM
991
SCS Capital Management
Massachusetts
$51.4M +$45.1M +213,934 +708%
AA
992
Apriem Advisors
California
$51.4M -$1.05M -4,989 -2%
RFMS
993
RWQ Financial Management Services
Florida
$51.4M +$32.1M +152,308 +166%
TFA
994
Teamwork Financial Advisors
Texas
$51.4M -$34.4M -163,453 -40%
FTWA
995
Fifth Third Wealth Advisors
Ohio
$51.3M +$32.6M +154,841 +174%
KOCAA
996
Knights of Columbus Asset Advisors
Connecticut
$51.3M +$2.24M +10,642 +5%
AI
997
Accredited Investors
Minnesota
$51.1M -$421K -2,000 -0.8%
PAI
998
Pittenger & Anderson Inc
Nebraska
$51M +$37.9K +180 +0.1%
Kayne Anderson Rudnick Investment Management
999
Kayne Anderson Rudnick Investment Management
California
$50.8M +$1.58M +7,479 +3%
SQA
1000
Simon Quick Advisors
New Jersey
$50.7M +$2.46M +11,668 +5%
38 39
40
41 42