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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 %
TCM
1926
Thames Capital Management
New Jersey
$17.5M – – –
EAM
1927
EULAV Asset Management
Florida
$17.5M +$5.69M +27,005 +48%
AWCI
1928
Alpine Woods Capital Investors
New York
$17.5M +$2.11M +10,028 +14%
CCG
1929
Chatham Capital Group
Georgia
$17.4M +$48K +228 +0.3%
TLCM
1930
Twin Lakes Capital Management
California
$17.4M -$426K -2,024 -2%
CGA
1931
Crescent Grove Advisors
Illinois
$17.3M -$4.52M -21,449 -21%
DSC
1932
Duncker Streett & Co
Missouri
$17.3M +$6.53K +31 +0%
UWM
1933
Udine Wealth Management
Florida
$17.3M -$236K -1,121 -1%
NCM
1934
Neumann Capital Management
California
$17.3M -$68.5K -325 -0.4%
MA
1935
Mezzasalma Advisors
New Jersey
$17.3M -$697K -3,309 -4%
SC
1936
Sepio Capital
Utah
$17.3M -$3.45M -16,398 -17%
MAP
1937
Managed Asset Portfolios
Michigan
$17.3M +$2.07M +9,835 +14%
SIP
1938
Stoneridge Investment Partners
Pennsylvania
$17.2M -$1.59M -7,533 -8%
CFA
1939
Cahill Financial Advisors
Minnesota
$17.2M -$267K -1,266 -2%
BFC
1940
Bedel Financial Consulting
Indiana
$17.2M -$84.5K -401 -0.5%
GFG
1941
Greystone Financial Group
Michigan
$17.2M -$309K -1,467 -2%
PG
1942
Patten Group
Tennessee
$17.2M -$532K -2,527 -3%
HCA
1943
Horan Capital Advisors
Ohio
$17.2M -$143K -677 -0.8%
HCM
1944
Hodges Capital Management
Texas
$17.2M +$352K +1,669 +2%
WIS
1945
Wright Investors Service
Connecticut
$17.2M +$2.69M +12,755 +19%
KC
1946
Kingfisher Capital
North Carolina
$17.2M -$35K -166 -0.2%
AIM
1947
Acropolis Investment Management
Missouri
$17.1M -$28.4K -135 -0.2%
ODG
1948
O'Dell Group
Ohio
$17.1M – – –
JCM
1949
Janney Capital Management
Pennsylvania
$17.1M -$4.27M -20,277 -20%
LOPW
1950
Live Oak Private Wealth
North Carolina
$17.1M -$61.1K -290 -0.4%
76 77
78
79 80