AAPL icon

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 %
YRHAM
1301
Yong Rong (HK) Asset Management
Hong Kong
$33.1M +$33.1M +157,300 New
NFGCM
1302
Norman Fields Gottscho Capital Management
New York
$33.1M -$1.74M -7,454 -5%
GAM
1303
Guinness Asset Management
United Kingdom
$33.1M +$1.21M +5,759 +4%
SIG
1304
Sargent Investment Group
Maryland
$33M +$829K +3,938 +3%
GIM
1305
Goelzer Investment Management
Indiana
$33M -$450K -2,137 -1%
ST
1306
Sabal Trust
Florida
$33M +$14.8M +70,283 +82%
FFM
1307
FengHe Fund Management
Singapore
$33M +$33M +156,500 New
CCM
1308
Condor Capital Management
New Jersey
$33M -$1.14M -5,403 -3%
CCP
1309
Clarkston Capital Partners
Michigan
$32.9M -$294K -1,394 -0.9%
SB
1310
Strategic Blueprint
Georgia
$32.9M +$510K +2,422 +2%
SBCM
1311
Schwerin Boyle Capital Management
Massachusetts
$32.9M -$3.33M -15,800 -9%
TW
1312
TrinityPoint Wealth
Connecticut
$32.9M -$10.1K -48 -0%
LP
1313
LMR Partners
United Kingdom
$32.8M +$32.8M +155,934 New
MCM
1314
McKinley Capital Management
Alaska
$32.8M -$4.94M -23,478 -13%
CCFCSB
1315
Cape Cod Five Cents Savings Bank
Massachusetts
$32.8M -$994K -4,720 -3%
OAM
1316
Oak Asset Management
California
$32.7M -$69.5K -330 -0.2%
KCM
1317
Kennedy Capital Management
Missouri
$32.7M -$2.91M -13,829 -8%
KCM
1318
Kensico Capital Management
Connecticut
$32.6M +$32.6M +155,000 New
SW
1319
Solidarity Wealth
Utah
$32.6M -$3.33M -15,795 -9%
CIAS
1320
Capital Investment Advisory Services
North Carolina
$32.5M -$564K -2,679 -2%
SFG
1321
SNS Financial Group
Minnesota
$32.4M +$848K +4,027 +3%
WAG
1322
Winthrop Advisory Group
Massachusetts
$32.4M -$486K -2,309 -1%
CP
1323
Cumberland Partners
Ontario, Canada
$32.3M -$3.02M -14,345 -9%
FNA
1324
First National Advisers
Nebraska
$32.2M +$3.59M +17,022 +13%
QPWM
1325
Quadrant Private Wealth Management
Pennsylvania
$32.1M +$244K +1,158 +0.8%
51 52
53
54 55