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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 %
MBTD
1376
Mechanics Bank - Trust Department
California
$30.8M -$826K -3,924 -3%
MIM
1377
Morningstar Investment Management
Illinois
$30.8M +$6.37M +30,228 +26%
RWM
1378
Rockline Wealth Management
New York
$30.8M +$4.13M +19,601 +15%
SHGA
1379
Sand Hill Global Advisors
California
$30.8M +$320K +1,518 +1%
ACM
1380
Ardent Capital Management
Ohio
$30.7M -$19.2K -91 -0.1%
CAC
1381
Core Alternative Capital
Georgia
$30.7M -$2.58M -12,272 -8%
MCWS
1382
McKinley Carter Wealth Services
West Virginia
$30.6M -$69.5K -330 -0.2%
FRA
1383
Front Row Advisors
California
$30.5M +$378K +1,797 +1%
KFS
1384
Kurt F. Somerville
$30.5M -$204K -967 -0.7%
CGL
1385
Clarius Group LLC
Washington
$30.5M +$632 +3 +0%
FFBTD
1386
First Financial Bank - Trust Division
Ohio
$30.5M -$1.59M -7,552 -5%
CAS
1387
Coppell Advisory Solutions
Texas
$30.5M +$30.5M +144,725 New
OFS
1388
OMC Financial Services
New York
$30.4M -$1.23M -5,863 -4%
CFG
1389
Cooper Financial Group
California
$30.4M +$692K +3,286 +2%
AWP
1390
Ascent Wealth Partners
New York
$30.4M -$154K -731 -0.5%
CC
1391
Callan Capital
California
$30.3M +$957K +4,544 +3%
VNA
1392
Valley National Advisers
Pennsylvania
$30.3M -$1.01M -4,811 -3%
AC
1393
Addenda Capital
Quebec, Canada
$30.3M +$2.71M +12,848 +10%
LWL
1394
Leo Wealth LLC
Texas
$30.3M -$2.34M -10,935 -7%
LPAM
1395
Lodestar Private Asset Management
California
$30.1M +$974K +4,623 +3%
SC
1396
Syon Capital
California
$30.1M +$761K +3,612 +3%
RIA
1397
Regal Investment Advisors
Michigan
$30.1M +$432K +2,049 +1%
HKIM
1398
Hayek Kallen Investment Management
Alabama
$30M -$173K -822 -0.6%
SFG
1399
SevenBridge Financial Group
Pennsylvania
$30M +$53.7K +259 +0.2%
AA
1400
Auxano Advisors
Washington
$30M +$5.47M +25,949 +22%
54 55
56
57 58