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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 %
FFG
1876
Frisch Financial Group
New York
$18.2M +$318K +1,511 +2%
CI
1877
Carroll Investors
South Carolina
$18.2M +$56.1K +266 +0.3%
SIA
1878
Strategic Investment Advisors
Michigan
$18.2M +$491K +2,330 +3%
BBNA
1879
Bremer Bank National Association
Minnesota
$18.1M -$2.17M -10,307 -11%
BCG
1880
Breakwater Capital Group
New Jersey
$18.1M +$1.88M +8,942 +12%
MCM
1881
Mattern Capital Management
Colorado
$18.1M -$239K -1,133 -1%
NC
1882
NBW Capital
Massachusetts
$18M -$118K -558 -0.6%
PDL
1883
Portfolio Design Labs
California
$18M +$1.26M +6,006 +8%
Artisan Partners
1884
Artisan Partners
Wisconsin
$18M +$18M +85,491 New
MWM
1885
Merriman Wealth Management
Washington
$18M -$1.02M -4,830 -5%
GCA
1886
Gradient Capital Advisors
California
$18M -$705K -3,349 -4%
FLII
1887
First Long Island Investors
New York
$17.9M -$255K -1,210 -1%
FC
1888
Fusion Capital
South Carolina
$17.9M -$833K -3,954 -4%
WA
1889
Wambolt & Associates
Colorado
$17.9M +$916K +4,228 +5%
DI
1890
Diligent Investors
California
$17.9M -$147K -696 -0.8%
NPF
1891
Norris Perne & French
Michigan
$17.9M -$1.09M -5,156 -6%
VPP
1892
Vertex Planning Partners
Illinois
$17.9M +$59.2K +281 +0.3%
PCM
1893
Pinnbrook Capital Management
New York
$17.9M +$17.9M +84,908 New
IRAG
1894
Investment Research & Advisory Group
Georgia
$17.8M -$275K -1,308 -2%
LAM
1895
L2 Asset Management
Massachusetts
$17.8M +$1.97M +9,373 +12%
BONH
1896
Bank of New Hampshire
New Hampshire
$17.8M -$193K -918 -1%
FCMC
1897
Founders Capital Management (Connecticut)
Connecticut
$17.8M +$2.53K +12 +0%
AC
1898
Apella Capital
Connecticut
$17.8M +$2.35M +10,293 +15%
RW
1899
RVW Wealth
California
$17.8M +$113K +535 +0.6%
NG
1900
NatWest Group
United Kingdom
$17.8M -$983K -4,666 -5%
74 75
76
77 78