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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 %
SAM
1326
Sompo Asset Management
Japan
$32.1M -$1.33M -6,322 -4%
GI
1327
GLOBALT Investments
Georgia
$32.1M -$471K -2,235 -1%
SDWIA
1328
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$32.1M -$484K -2,296 -1%
WBC
1329
West Branch Capital
Massachusetts
$32M -$409K -1,940 -1%
CI
1330
Cigna Investments
Connecticut
$32M -$528K -2,506 -2%
HR
1331
Howe & Rusling
New York
$32M +$960K +4,556 +3%
TB
1332
Terril Brothers
Missouri
$32M +$211 +1 +0%
LFG
1333
Larson Financial Group
Missouri
$32M +$12.2M +58,153 +62%
PTC
1334
Private Trust Company
Ohio
$32M -$1.61M -7,629 -5%
HCM
1335
Hutchinson Capital Management
California
$32M -$579K -2,751 -2%
HCM
1336
Hilton Capital Management
New York
$32M +$1.67M +7,930 +6%
GFP
1337
Gryphon Financial Partners
Ohio
$32M +$1.22M +5,782 +4%
MIP
1338
Marietta Investment Partners
Wisconsin
$32M -$636K -3,022 -2%
HH
1339
Hilltop Holdings
Texas
$31.8M +$770K +3,654 +2%
GGI
1340
Godsey & Gibb Inc
Virginia
$31.8M -$3.19M -15,132 -9%
SSA
1341
South Street Advisors
New York
$31.8M -$1.34M -6,384 -4%
LCM
1342
Lazari Capital Management
California
$31.7M +$357K +1,695 +1%
GCA
1343
Greenwood Capital Associates
South Carolina
$31.7M -$195K -927 -0.6%
BSI
1344
Bennett Selby Investments
Maine
$31.6M +$159K +755 +0.5%
FNBTCON
1345
First National Bank & Trust Co of Newtown
Pennsylvania
$31.6M -$1.48M -7,035 -4%
JC
1346
JB Capital
Connecticut
$31.6M +$3.88M +18,429 +14%
ACM
1347
Alight Capital Management
New York
$31.6M +$25.3M +120,143 +400%
LSA
1348
L & S Advisors
California
$31.6M +$3.23M +15,359 +11%
AT
1349
Arvest Trust
Oklahoma
$31.6M -$1.73M -8,218 -5%
KIA
1350
Knollwood Investment Advisory
Maryland
$31.6M +$185K +880 +0.6%
52 53
54
55 56