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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 %
HR
1451
Hardy Reed
Mississippi
$28.3M +$10.8M +51,152 +61%
FHB
1452
First Hawaiian Bank
Hawaii
$28.3M +$2.22M +10,547 +9%
HFS
1453
Howard Financial Services
Texas
$28.2M -$1.61M -7,664 -5%
OFG
1454
Oxford Financial Group
Indiana
$28.2M -$77.5K -368 -0.3%
RCM
1455
RNC Capital Management
California
$28.2M +$3.6M +17,093 +15%
CAM
1456
Centre Asset Management
New York
$28.1M +$94.4K +448 +0.3%
RIA
1457
RPG Investment Advisory
California
$28M +$3.22M +15,290 +13%
SCM
1458
Steele Capital Management
Iowa
$28M -$213K -1,009 -0.8%
AIMC
1459
Alley Investment Management Company
Illinois
$28M +$77.9K +370 +0.3%
IB
1460
Intrust Bank
Kansas
$28M -$1.41M -6,676 -5%
NAMA
1461
Nikko Asset Management Americas
New York
$28M +$7.31M +34,737 +35%
MSFS
1462
Main Street Financial Solutions
Pennsylvania
$28M +$1.42M +6,761 +5%
CWS
1463
Cypress Wealth Services
California
$27.9M +$153K +725 +0.5%
MGM
1464
Manchester Global Management
United Kingdom
$27.9M +$27.9M +132,500 New
WWM
1465
Westwood Wealth Management
California
$27.8M -$6.43M -30,522 -19%
LA
1466
LVW Advisors
New York
$27.8M +$344K +1,632 +1%
CT
1467
Colonial Trust
South Carolina
$27.8M +$203K +962 +0.7%
VF
1468
Vest Financial
Virginia
$27.8M +$773K +3,670 +3%
GXJ
1469
Global X Japan
Japan
$27.8M +$10.1M +48,099 +57%
CG
1470
CFO4Life Group
Texas
$27.7M +$15.2K +72 +0.1%
HCM
1471
Horiko Capital Management
New York
$27.7M +$350K +1,656 +1%
1IA
1472
1834 Investment Advisors
Wisconsin
$27.7M -$513K -2,437 -2%
PTP
1473
Platform Technology Partners
New York
$27.7M +$27.7M +131,357 New
CWA
1474
Clarity Wealth Advisors
California
$27.7M +$1.06M +5,014 +4%
XF
1475
XML Financial
Maryland
$27.6M -$711K -3,376 -3%
57 58
59
60 61