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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 %
KA
1126
Kintegral Advisory
New York
$42M -$4.16M -19,743 -9%
BP
1127
BBR Partners
New York
$41.9M -$2.07M -9,823 -5%
WWA
1128
WCG Wealth Advisors
Nevada
$41.8M +$4.97M +23,578 +13%
CF
1129
Centaurus Financial
California
$41.7M +$8.64M +41,004 +26%
ZF
1130
Zhang Financial
Michigan
$41.7M -$164K -779 -0.4%
NGA
1131
Naples Global Advisors
Florida
$41.7M -$623K -2,956 -1%
MIA
1132
MainStreet Investment Advisors
Illinois
$41.7M -$2.89M -13,720 -6%
TI
1133
Trexquant Investment
Connecticut
$41.7M -$23.4M -111,324 -36%
IF
1134
Ironwood Financial
Arizona
$41.6M -$2.99M -14,215 -7%
JCM
1135
Jag Capital Management
Missouri
$41.6M +$9.2M +43,667 +28%
SIA
1136
Soltis Investment Advisors
Utah
$41.6M +$3.87M +18,385 +10%
YL
1137
YCG LLC
Texas
$41.5M +$113K +538 +0.3%
ANBT
1138
American National Bank & Trust
Texas
$41.4M +$890K +4,225 +2%
GAM
1139
Griffin Asset Management
New York
$41.4M -$139K -661 -0.3%
CCWM
1140
Cassaday & Co Wealth Management
Virginia
$41.2M +$1.7M +8,071 +4%
CA
1141
CSM Advisors
Pennsylvania
$41.2M -$1.14M -5,433 -3%
VA
1142
Valmark Advisers
Ohio
$41.1M +$1.01M +4,802 +3%
RP
1143
Rice Partnership
Hawaii
$41.1M +$402K +1,910 +1%
IPW
1144
Invictus Private Wealth
Colorado
$40.9M +$425K +2,019 +1%
EWM
1145
Edge Wealth Management
New York
$40.6M -$672K -3,191 -2%
SAM
1146
SP Asset Management
California
$40.6M -$221K -1,051 -0.5%
SRC
1147
Shufro Rose & Co
New York
$40.5M -$163K -773 -0.4%
MIM
1148
Manitou Investment Management
Ontario, Canada
$40.4M +$9.24M +43,847 +30%
CT
1149
Coastline Trust
Rhode Island
$40.4M -$543K -2,579 -1%
WAM
1150
Winslow Asset Management
Ohio
$40.4M -$1.21M -5,738 -3%
44 45
46
47 48