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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 %
CI
1276
CX Institutional
Indiana
$34.5M +$3.22M +15,270 +10%
KLWA
1277
Kelly Lawrence W & Associates
California
$34.5M -$136K -645 -0.4%
CCS
1278
Concentric Capital Strategies
Connecticut
$34.5M +$34.5M +163,598 New
MCM
1279
Mitchell Capital Management
Kansas
$34.4M +$111K +527 +0.3%
ACA
1280
Affinity Capital Advisors
California
$34.3M -$7.51M -35,657 -18%
GBT
1281
Grove Bank & Trust
Florida
$34.3M -$99.2K -471 -0.3%
PIM
1282
Progressive Investment Management
Oregon
$34.3M -$545K -2,587 -2%
SCA
1283
STALEY CAPITAL ADVISERS
Pennsylvania
$34.3M -$30.3K -144 -0.1%
GH
1284
GAM Holding
Switzerland
$34.2M +$15.9M +75,378 +87%
CI
1285
Capital International
California
$34.1M +$11.2M +53,357 +49%
LW
1286
Linscomb Wealth
Texas
$34.1M -$53.7K -255 -0.2%
CWM
1287
Cabot Wealth Management
Massachusetts
$34.1M -$231K -1,098 -0.7%
PIP
1288
Peachtree Investment Partners
Florida
$34M -$682K -3,239 -2%
WCF
1289
West Coast Financial
California
$34M -$3.58K -17 -0%
PD
1290
Point72 (DIFC)
United Arab Emirates
$33.9M +$33.9M +160,948 New
UAS
1291
United Asset Strategies
New York
$33.8M +$1.95M +9,272 +6%
PJSIMP
1292
P.J. Schmidt Investment Management (PJS)
Wisconsin
$33.8M +$294K +1,394 +0.9%
SFP
1293
Sandbox Financial Partners
Maryland
$33.8M -$5.34M -25,363 -14%
CFA
1294
Capstone Financial Advisors
Illinois
$33.8M -$1.08M -5,107 -3%
KCPG
1295
Kavar Capital Partners Group
Kansas
$33.8M -$181K -861 -0.5%
PO
1296
Private Ocean
California
$33.7M +$28.7M +136,260 +571%
KJWM
1297
Kiley Juergens Wealth Management
Washington
$33.7M +$162K +767 +0.5%
NG
1298
Northstar Group
New York
$33.6M -$453K -2,153 -1%
CCM
1299
Conway Capital Management
California
$33.4M -$500K -2,372 -1%
WIM
1300
Wittenberg Investment Management
Massachusetts
$33.3M -$272K -1,290 -0.8%
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