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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 %
BCM
1901
Blume Capital Management
California
$17.8M +$137K +650 +0.8%
CSD
1902
Clear Street Derivatives
New York
$17.8M +$10.7M +50,917 +152%
FDCP
1903
Foster Dykema Cabot & Partners
Massachusetts
$17.8M +$93.7K +445 +0.5%
BB
1904
Berkshire Bank
Massachusetts
$17.8M -$902K -4,282 -5%
OMC
1905
Overbrook Management Corp
New York
$17.8M +$6.87M +32,636 +63%
AWA
1906
Aaron Wealth Advisors
Illinois
$17.7M +$716K +3,398 +4%
PWA
1907
Phoenix Wealth Advisors
North Carolina
$17.7M +$10.9M +51,860 +161%
AFP
1908
Ausdal Financial Partners
Iowa
$17.7M -$316K -1,499 -2%
MAM
1909
Montchanin Asset Management
Delaware
$17.7M -$571K -2,710 -3%
FCA
1910
FinTrust Capital Advisors
South Carolina
$17.7M -$469K -2,228 -3%
NIM
1911
Nicollet Investment Management
Minnesota
$17.6M -$9.72M -46,141 -36%
ERIC
1912
Eagle Rock Investment Company
Georgia
$17.6M +$702K +3,332 +4%
GLR
1913
Great Lakes Retirement
Ohio
$17.6M +$1.37M +6,486 +8%
AIA
1914
Allied Investment Advisors
Montana
$17.6M +$110K +523 +0.6%
NCM
1915
New Capital Management
Texas
$17.6M -$779K -3,699 -4%
RFG
1916
RFP Financial Group
Georgia
$17.6M -$679K -3,220 -4%
PWA
1917
Physician Wealth Advisors
Utah
$17.6M -$200K -850 -1%
EAM
1918
Empirical Asset Management
Massachusetts
$17.6M +$12.6M +211,731 +257%
HCA
1919
Harbor Capital Advisors
Illinois
$17.5M +$31.8K +151 +0.2%
SIA
1920
SeaBridge Investment Advisors
New Jersey
$17.5M -$36.6K -174 -0.2%
BEI
1921
Benjamin Edwards Inc
Missouri
$17.5M +$1.48M +7,025 +9%
CCMINC
1922
Cardinal Capital Management Inc (North Carolina)
North Carolina
$17.5M +$216K +1,025 +1%
UHC
1923
Union Heritage Capital
Michigan
$17.5M – – –
SP
1924
Stonebrook Private
Michigan
$17.5M +$122K +578 +0.7%
ISB
1925
Iowa State Bank
Iowa
$17.5M +$301K +1,431 +2%
75 76
77
78 79