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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 %
LIM
1001
Leavell Investment Management
Alabama
$50.6M -$129K -613 -0.3%
Edgewood Management
1002
Edgewood Management
Connecticut
$50.5M -$190K -900 -0.4%
GC
1003
Guardian Capital
Ontario, Canada
$50.5M -$1.41M -6,689 -3%
KA
1004
Klingman & Associates
New York
$50.5M -$175K -830 -0.3%
BHCM
1005
Brevan Howard Capital Management
Jersey
$50.2M +$26.6M +126,509 +113%
SWIG
1006
Strategic Wealth Investment Group
Kentucky
$50.1M +$50.1M +231,280 New
AG
1007
Avala Global
New York
$49.8M +$49.8M +236,600 New
SGAM
1008
Smith Group Asset Management
Texas
$49.8M -$36.7M -174,310 -42%
TBA
1009
Tower Bridge Advisors
Pennsylvania
$49.7M -$5.07M -24,055 -9%
AMI
1010
Amica Mutual Insurance
Rhode Island
$49.7M – – –
FMC
1011
First Merchants Corp
Indiana
$49.7M +$216K +1,027 +0.4%
PAM
1012
Palisade Asset Management
Minnesota
$49.6M -$1.37M -6,511 -3%
BIA
1013
Biondo Investment Advisors
Pennsylvania
$49.5M -$1.14M -5,428 -2%
CAM
1014
ClariVest Asset Management
California
$49.5M -$1.48M -7,011 -3%
WB
1015
Webster Bank
Connecticut
$49.4M -$1.16M -5,507 -2%
CIC
1016
Crawford Investment Counsel
Georgia
$49M -$1.13M -5,361 -2%
FAT
1017
First American Trust
California
$48.9M +$6.26M +29,720 +15%
TCM
1018
Telos Capital Management
California
$48.9M +$970K +4,604 +2%
SIMG
1019
Sonora Investment Management Group
Arizona
$48.8M – – –
MAM
1020
Meeder Asset Management
Ohio
$48.8M +$32.9M +156,141 +206%
LG
1021
LaFleur & Godfrey
Michigan
$48.8M -$2.34M -11,101 -5%
CWG
1022
Cornerstone Wealth Group
North Carolina
$48.8M +$1.53M +7,245 +3%
HTIM
1023
Harbour Trust & Investment Management
Indiana
$48.7M -$381K -1,809 -0.8%
PCA
1024
Pallas Capital Advisors
Massachusetts
$48.6M +$3.39M +15,101 +7%
AA
1025
ALPS Advisors
Colorado
$48.6M +$1.07M +5,083 +2%
39 40
41
42 43