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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 %
MFG
1551
Magnus Financial Group
New York
$25.3M +$590K +2,800 +2%
VAS
1552
Valicenti Advisory Services
New York
$25.3M -$795K -3,773 -3%
SFI
1553
Susquehanna Fundamental Investments
Pennsylvania
$25.3M +$25.3M +120,027 New
RC
1554
RBF Capital
California
$25.3M – – –
MA
1555
MJP Associates
Connecticut
$25.3M -$132K -629 -0.5%
CAM
1556
Cypress Asset Management
Texas
$25.3M -$566K -2,621 -2%
TNA
1557
True North Advisors
Texas
$25.3M -$2.17M -10,291 -8%
MWA
1558
Monograph Wealth Advisors
California
$25.3M +$166K +786 +0.7%
DKCM
1559
Davidson Kempner Capital Management
New York
$25.2M +$25.2M +120,000 New
AWM
1560
Angeles Wealth Management
California
$25.2M +$2.68M +12,741 +12%
BP
1561
Broadleaf Partners
Ohio
$25.2M +$7.61M +36,111 +43%
CPA
1562
Cardiff Park Advisors
California
$25.2M -$145K -689 -0.6%
SFG
1563
Sowa Financial Group
Rhode Island
$25.2M -$2M -9,494 -7%
NHC
1564
Nicholas Hoffman & Company
Georgia
$25.2M +$1.24M +5,878 +5%
G
1565
GenTrust
Florida
$25.1M +$424K +2,013 +2%
SACTSONJ
1566
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$25.1M – – –
SFP
1567
Shepherd Financial Partners
Massachusetts
$25.1M -$95.8K -455 -0.4%
TAIM
1568
Te Ahumairangi Investment Management
New Zealand
$25.1M -$6.64M -31,505 -21%
OA
1569
Oxbow Advisors
Texas
$25M +$75K +356 +0.3%
SAM
1570
Synergy Asset Management
Washington
$25M +$919K +4,365 +4%
VV
1571
Verity & Verity
South Carolina
$25M +$824K +3,914 +3%
WTFG
1572
Wells Trecaso Financial Group
Ohio
$25M -$151K -715 -0.6%
CUAMC
1573
China Universal Asset Management Company
China
$25M +$9.08M +43,123 +57%
AIM
1574
Arcadia Investment Management
Michigan
$25M -$316K -1,498 -1%
GM
1575
GeoWealth Management
Illinois
$24.9M +$4.65M +22,095 +23%
61 62
63
64 65