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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 %
AAM
1251
Azzad Asset Management
Virginia
$35.5M -$1.12M -5,301 -3%
TTWM
1252
TCV Trust & Wealth Management
Virginia
$35.5M +$26.3K +125 +0.1%
PFBT
1253
Parkside Financial Bank & Trust
Missouri
$35.5M -$76.2K -362 -0.2%
BWA
1254
Bordeaux Wealth Advisors
California
$35.5M +$2.91M +13,807 +9%
BFIC
1255
Bedell Frazier Investment Counselling
California
$35.4M -$480K -2,281 -1%
MRCM
1256
M&R Capital Management
New Jersey
$35.4M -$406K -1,926 -1%
RCAG
1257
Rehmann Capital Advisory Group
Michigan
$35.4M +$3.21M +15,254 +10%
ACM
1258
Aquatic Capital Management
Illinois
$35.3M +$35.3M +167,800 New
FA
1259
Fiduciary Alliance
South Carolina
$35.3M +$2.66M +12,086 +8%
KC
1260
Knuff & Co
California
$35.3M +$1.27M +6,010 +4%
BFG
1261
Berger Financial Group
Minnesota
$35.3M -$674K -3,200 -2%
AHC
1262
Anderson Hoagland & Co
Missouri
$35.3M -$11.4K -50 -0%
1SB
1263
1ST Source Bank
Indiana
$35.1M -$328K -1,558 -0.9%
UBV
1264
United Bank (Virginia)
Virginia
$35M -$4.24M -20,121 -11%
WPC
1265
Waters Parkerson & Co
Louisiana
$35M -$153K -726 -0.4%
HAIM
1266
Hunter Associates Investment Management
Pennsylvania
$35M -$23.4K -111 -0.1%
CAAS
1267
Capital Asset Advisory Services
Michigan
$34.9M +$162K +709 +0.5%
SCM
1268
Schnieders Capital Management
California
$34.9M -$1.39M -6,599 -4%
GAMH
1269
Greenwoods Asset Management (HK)
Hong Kong
$34.9M +$34.9M +165,600 New
PDM
1270
Penn Davis McFarland
Texas
$34.8M -$663K -3,149 -2%
SMC
1271
Smith, Moore & Co
Missouri
$34.8M -$298K -1,415 -0.9%
GLLW
1272
Graves Light Lenhart Wealth
Virginia
$34.7M -$655K -3,022 -2%
JAG
1273
Journey Advisory Group
Kentucky
$34.6M -$1.31M -6,201 -4%
NFG
1274
Nadler Financial Group
Illinois
$34.6M -$64.7K -307 -0.2%
LOAME
1275
Lombard Odier Asset Management (Europe)
United Kingdom
$34.5M +$6.54M +31,029 +23%
49 50
51
52 53