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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 %
OC
1051
Oakworth Capital
Alabama
$46.6M -$1.36M -6,441 -3%
PFS
1052
Physicians Financial Services
North Carolina
$46.6M +$1.79M +8,477 +4%
WA
1053
WestEnd Advisors
North Carolina
$46.5M +$7.24M +34,362 +18%
ST
1054
Spinnaker Trust
Maine
$46.4M +$23.8K +113 +0.1%
CIG
1055
Cullen Investment Group
Louisiana
$46.3M -$2.11M -10,037 -4%
WI
1056
Wintrust Investments
Illinois
$46.1M +$11.2M +53,299 +32%
BCP
1057
Blue Chip Partners
Michigan
$46.1M +$977K +4,640 +2%
VIP
1058
Vantage Investment Partners
Missouri
$46.1M -$1.61M -7,662 -3%
PAG
1059
Private Advisory Group
Washington
$46M +$3M +14,240 +7%
BBA
1060
Baader Bank Aktiengesellschaft
Germany
$46M +$11.3M +53,480 +32%
WAP
1061
Wealthcare Advisory Partners
Pennsylvania
$46M +$3.44M +16,327 +8%
ET
1062
Equitable Trust
Tennessee
$45.9M +$301K +1,427 +0.7%
LSPW
1063
Lake Street Private Wealth
Illinois
$45.9M +$934K +4,436 +2%
RVPG
1064
Relative Value Partners Group
$45.9M +$38.6M +183,220 +530%
EWA
1065
EverSource Wealth Advisors
Alabama
$45.8M +$3.72M +16,756 +9%
CM
1066
Churchill Management
California
$45.8M +$711K +3,375 +2%
HI
1067
Hendershot Investments
Virginia
$45.7M -$554K -2,630 -1%
KJHP
1068
K.J. Harrison & Partners
Ontario, Canada
$45.5M -$1.53M -7,285 -3%
SBWIC
1069
Schaper Benz & Wise Investment Counsel
Wisconsin
$45.4M -$1.17M -5,561 -3%
GIA
1070
Gladstone Institutional Advisory
Florida
$45.4M +$613K +2,910 +1%
CBTWT
1071
Community Bank & Trust (Waco, Texas)
Texas
$45.3M -$282K -1,339 -0.6%
VCA
1072
Verdence Capital Advisors
Maryland
$45.3M -$658K -3,126 -1%
CAG
1073
Csenge Advisory Group
Florida
$45.2M -$526K -2,497 -1%
CCG
1074
Cypress Capital Group
Florida
$45.1M +$46.3K +220 +0.1%
BCM
1075
BTC Capital Management
Iowa
$45.1M -$2.81M -13,351 -6%
41 42
43
44 45