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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 %
CHC
1476
City Holding Co
West Virginia
$27.6M -$518K -2,460 -2%
CCM
1477
Chickasaw Capital Management
Tennessee
$27.6M -$422K -2,005 -2%
GJWM
1478
Gilliland Jeter Wealth Management
Arkansas
$27.6M -$1.41M -6,690 -5%
EP
1479
Edgestream Partners
New Jersey
$27.5M +$14.1M +66,928 +105%
CIA
1480
CCM Investment Advisers
South Carolina
$27.5M +$172K +816 +0.6%
SB
1481
Simmons Bank
Arkansas
$27.5M +$470K +2,231 +2%
FWI
1482
Facet Wealth Inc
Maryland
$27.5M +$1.29M +5,894 +5%
FMTC
1483
Farmers & Merchants Trust Company
California
$27.5M -$3.07M -14,585 -10%
CCPM
1484
Cooper Creek Partners Management
New York
$27.4M +$27.4M +129,876 New
1W
1485
1776 Wealth
Georgia
$27.3M +$13.9K +66 +0.1%
B
1486
Bensler
Washington
$27.3M +$194K +920 +0.7%
LFM
1487
LGT Fund Management
Liechtenstein
$27.3M +$21.6M +102,581 +378%
CT
1488
Chicago Trust
Illinois
$27.3M +$529K +2,510 +2%
LSV Asset Management
1489
LSV Asset Management
Illinois
$27.3M -$442K -2,100 -2%
TWP
1490
Tyche Wealth Partners
Texas
$27.3M +$14.5K +69 +0.1%
QC
1491
Quent Capital
New York
$27.2M +$95.6K +454 +0.4%
CFGS
1492
Concourse Financial Group Securities
Alabama
$27.2M +$480K +2,546 +2%
PWW
1493
Pettyjohn Wood & White
Virginia
$27.2M -$386K -1,832 -1%
LCGC
1494
Legacy Capital Group California
California
$27.2M -$92.9K -441 -0.3%
SMH
1495
Sanders Morris Harris
Texas
$27.2M +$101K +478 +0.4%
RCG
1496
Regatta Capital Group
California
$27.1M +$580K +2,754 +2%
CWP
1497
Cyndeo Wealth Partners
Florida
$27.1M +$140K +663 +0.5%
FFA
1498
Founders Financial Alliance
North Carolina
$27.1M -$905K -4,298 -3%
IFWM
1499
Institute for Wealth Management
Colorado
$27M +$732K +3,476 +3%
TCBWMS
1500
Texas Capital Bank Wealth Management Services
Texas
$27M +$1.54M +7,300 +6%
58 59
60
61 62