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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 %
CVA
1351
Ceredex Value Advisors
Florida
$31.5M +$31.5M +149,687 New
SCA
1352
Sander Capital Advisors
Washington
$31.5M -$88.5K -420 -0.3%
HWM
1353
Hemington Wealth Management
Virginia
$31.5M -$77.9K -370 -0.2%
MNBTD
1354
Moody National Bank Trust Division
Texas
$31.5M -$169K -802 -0.5%
CWM
1355
Chemistry Wealth Management
New York
$31.5M -$367K -1,744 -1%
DAM
1356
Diamant Asset Management
Connecticut
$31.5M -$20.6K -98 -0.1%
TPWA
1357
TRUE Private Wealth Advisors
Oregon
$31.5M -$1.01M -4,804 -3%
CC
1358
Clearline Capital
New York
$31.5M +$27.6M +131,279 +727%
RIA
1359
Realta Investment Advisors
Delaware
$31.4M -$144K -686 -0.5%
SWM
1360
Segment Wealth Management
Texas
$31.4M -$694K -3,294 -2%
BCM
1361
Bridgeway Capital Management
Texas
$31.4M -$10.3M -48,714 -25%
MMPW
1362
Mitchell McLeod Pugh & Williams
Alabama
$31.3M +$501K +2,380 +2%
MTIC
1363
Missouri Trust & Investment Company
Missouri
$31.3M -$860K -4,085 -3%
OAM
1364
Ostrum Asset Management
France
$31.3M -$521K -2,472 -2%
HA
1365
Harbor Advisors
Florida
$31.3M – – –
GI
1366
GAMMA Investing
California
$31.3M +$13.4M +63,454 +75%
CF
1367
Cypress Funds
California
$31.2M -$10.1M -48,035 -24%
CCB
1368
Country Club Bank
Missouri
$31.2M -$913K -4,266 -3%
SFM
1369
Signet Financial Management
New Jersey
$31.1M -$547K -2,596 -2%
GIP
1370
Greatmark Investment Partners
Georgia
$31M -$76.2K -362 -0.2%
IA
1371
IFG Advisory
Georgia
$31M +$471K +2,235 +2%
FG
1372
Foster Group
Iowa
$31M +$521K +2,472 +2%
ZAM
1373
Zevin Asset Management
Massachusetts
$30.9M -$126K -600 -0.4%
LA
1374
Legacy Advisors
Pennsylvania
$30.9M +$3.96M +18,808 +15%
B
1375
BetterWealth
California
$30.9M -$819K -3,890 -3%
53 54
55
56 57