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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 %
JFGIW
1101
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.8M +$17.9M +84,982 +69%
GG
1102
Greenwood Gearhart
Arkansas
$43.5M -$65.5K -311 -0.2%
GAG
1103
GM Advisory Group
New York
$43.4M +$533K +2,530 +1%
MGP
1104
M&G plc
United Kingdom
$43.4M -$14.5M -68,781 -25%
LIP
1105
Liontrust Investment Partners
United Kingdom
$43.3M +$16.3M +77,466 +61%
FCP
1106
Fidelis Capital Partners
Florida
$43.2M +$480K +2,290 +1%
GWM
1107
Greenwich Wealth Management
Connecticut
$43.1M -$103K -488 -0.2%
SGK
1108
Steigerwald Gordon & Koch
Virginia
$43.1M -$305K -1,449 -0.7%
RMC
1109
Resources Management Corp
Connecticut
$43M -$784K -3,721 -2%
KFGK
1110
Keystone Financial Group (Kentucky)
Kentucky
$43M +$401K +1,905 +0.9%
BCAM
1111
Boston Common Asset Management
Massachusetts
$42.8M +$3.71M +17,617 +9%
SF
1112
Summit Financial
New Jersey
$42.8M +$9.94M +47,208 +30%
TSS
1113
Two Sigma Securities
New York
$42.8M -$18.6M -88,514 -30%
VWM
1114
Valley Wealth Managers
New Jersey
$42.7M -$2.19M -10,421 -5%
NRG
1115
Nemes Rush Group
Michigan
$42.6M -$223K -1,061 -0.5%
BA
1116
Bridgewater Advisors
New York
$42.6M +$12.1M +55,601 +40%
CANC
1117
Culbertson A N & Co
Virginia
$42.5M -$1.23M -5,850 -3%
BAM
1118
Bell Asset Management
Australia
$42.5M +$42.5M +201,736 New
CFS
1119
CRA Financial Services
New Jersey
$42.5M -$955K -4,536 -2%
MAM
1120
Madison Asset Management
Wisconsin
$42.4M -$568K -2,697 -1%
AAS
1121
Annex Advisory Services
Wisconsin
$42.3M +$1.31M +6,233 +3%
SSG
1122
Summit Securities Group
New York
$42.3M +$42.3M +200,885 New
WPW
1123
Waldron Private Wealth
Pennsylvania
$42.3M -$1.5M -7,128 -3%
PGIM
1124
Pacific Global Investment Management
California
$42.2M -$949K -4,504 -2%
UIA
1125
UG Investment Advisers
Taiwan
$42.2M +$9.93M +47,165 +31%
43 44
45
46 47