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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 %
BWFA
1076
Baltimore-Washington Financial Advisors
Maryland
$45.1M +$945K +4,489 +2%
FA
1077
Fagan Associates
New York
$45.1M +$1.49M +7,089 +3%
KCMH
1078
Keywise Capital Management (HK)
Hong Kong
$45M +$45M +213,700 New
LSAG
1079
Lake Street Advisors Group
New Hampshire
$45M +$874K +4,150 +2%
COLIM
1080
City of London Investment Management
United Kingdom
$44.9M -$7.98M -37,910 -15%
WP
1081
WMS Partners
Maryland
$44.8M +$883K +4,194 +2%
MTIM
1082
Marathon Trading Investment Management
Pennsylvania
$44.8M +$38.9M +184,697 +660%
TF
1083
Tompkins Financial
New York
$44.8M -$58.3K -277 -0.1%
OWA
1084
Octavia Wealth Advisors
Ohio
$44.5M +$984K +4,673 +2%
AG
1085
Ascent Group
Virginia
$44.4M +$2.21M +10,486 +5%
PIA
1086
Petredis Investment Advisors
Pennsylvania
$44.4M -$144K -684 -0.3%
TSW
1087
Thompson Siegel & Walmsley
Virginia
$44.3M -$451K -2,140 -1%
ECM
1088
Estabrook Capital Management
New York
$44.3M -$862K -4,095 -2%
DBG
1089
De Burlo Group
Massachusetts
$44.3M +$9.9M +47,000 +29%
BA
1090
Bristlecone Advisors
Washington
$44.2M -$603K -2,861 -1%
AAIM
1091
American Assets Investment Management
California
$44.2M – – –
RG
1092
Renaissance Group
Kentucky
$44.2M -$848K -4,027 -2%
SPPAM
1093
Summit Partners Public Asset Management
Massachusetts
$44.2M +$44.2M +209,700 New
SAM
1094
Secure Asset Management
Michigan
$44.1M -$129K -611 -0.3%
JWM
1095
JGP Wealth Management
Oregon
$44M +$4K +19 +0%
BFC
1096
Blue Fin Capital
Rhode Island
$44M +$672K +3,189 +2%
RPC
1097
Rossmore Private Capital
Connecticut
$43.9M -$245K -1,165 -0.6%
CB
1098
Cadence Bank
Mississippi
$43.9M +$2.66M +12,653 +6%
SA
1099
Strategic Advisors
New York
$43.8M -$2.13M -10,116 -5%
AC
1100
Abbrea Capital
California
$43.8M -$3.95M -18,744 -8%
42 43
44
45 46