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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 %
WAM
1526
Wallington Asset Management
Indiana
$26.2M -$208K -986 -0.8%
CNBTD
1527
Citizens National Bank Trust Department
Mississippi
$26.1M -$107K -509 -0.4%
GI
1528
GAMCO Investors
Connecticut
$26.1M -$3.58M -17,002 -12%
CCM
1529
Canal Capital Management
Virginia
$26.1M -$91.6K -435 -0.4%
HIC
1530
Holderness Investments Company
North Carolina
$26.1M -$76.2K -362 -0.3%
JWCA
1531
J.W. Coons Advisors
Ohio
$26.1M +$350K +1,660 +1%
HVIA
1532
Hudson Valley Investment Advisors
New York
$26M +$946K +5,100 +4%
SAM
1533
Selway Asset Management
$26M -$1.29M -6,127 -5%
PL
1534
Plancorp LLC
Missouri
$26M -$83.4K -396 -0.3%
MCC
1535
Money Concepts Capital
Florida
$25.9M -$390K -1,850 -1%
BWP
1536
Barlow Wealth Partners
Kentucky
$25.9M +$598K +2,737 +2%
TNBTD
1537
Trustmark National Bank Trust Department
Mississippi
$25.8M -$593K -2,816 -2%
DP
1538
Dundas Partners
United Kingdom
$25.7M -$4.47M -21,242 -15%
QPW
1539
Quantum Private Wealth
Florida
$25.7M -$145K -690 -0.6%
CWM
1540
Concentrum Wealth Management
California
$25.6M +$1.15M +5,476 +5%
CIC
1541
Chilton Investment Company
Connecticut
$25.6M +$12.7M +60,364 +99%
TPI
1542
Trust Point Inc
Wisconsin
$25.6M -$1M -4,749 -4%
AMM
1543
American Money Management
California
$25.6M -$4.74M -22,482 -16%
CI
1544
Conning Inc
Connecticut
$25.6M -$630K -2,990 -2%
SXL
1545
Summit X LLC
Missouri
$25.5M +$830K +3,913 +3%
CFSG
1546
Community Financial Services Group
Vermont
$25.5M +$169K +803 +0.7%
SNB
1547
Security National Bank
Nebraska
$25.5M -$303K -1,437 -1%
SEP
1548
Southland Equity Partners
Missouri
$25.4M -$2.25M -10,664 -8%
BTI
1549
Blue Trust Inc
Georgia
$25.4M +$3.36M +19,582 +15%
BCB
1550
Brian C. Broderick
$25.3M +$9.9K +47 +0%
60 61
62
63 64