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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 %
GFA
1951
Gifford Fong Associates
California
$17.1M – – –
KNW
1952
Kesler Norman & Wride
Utah
$17.1M +$770K +3,656 +5%
EFG
1953
Everhart Financial Group
Ohio
$17.1M +$2.11M +10,365 +14%
MC
1954
Mirabaud & Cie
Switzerland
$17M +$2.14M +10,144 +14%
LCM
1955
Leisure Capital Management
California
$17M +$1.78M +8,468 +12%
FZCM
1956
Flynn Zito Capital Management
New York
$16.9M +$78.8K +374 +0.5%
SF
1957
Symphony Financial
Texas
$16.9M +$3.95M +18,327 +30%
TA
1958
TFG Advisers
Michigan
$16.9M -$90.4K -429 -0.5%
AFG
1959
Allegheny Financial Group
Pennsylvania
$16.9M +$1.64M +7,799 +11%
BCM
1960
Bornite Capital Management
New York
$16.8M +$16.8M +80,000 New
HA
1961
Hamel Associates
New Jersey
$16.8M -$322K -1,528 -2%
SHFA
1962
SS&H Financial Advisors
Michigan
$16.8M +$210K +997 +1%
SC
1963
Schubert & Co
Texas
$16.8M – – –
PS
1964
Pensionfund Sabic
Netherlands
$16.8M – – –
MCM
1965
MV Capital Management
Maryland
$16.8M +$73.9K +351 +0.4%
ICP
1966
Ironvine Capital Partners
Nebraska
$16.8M -$1.95M -9,248 -10%
NF
1967
Nikulski Financial
Iowa
$16.8M -$3.58K -17 -0%
IBOK
1968
Independence Bank of Kentucky
Kentucky
$16.7M +$1.13M +5,386 +7%
AGM
1969
Aragon Global Management
Florida
$16.7M – – –
RZH
1970
Relyea Zuckerberg Hanson
Connecticut
$16.7M -$100K -476 -0.6%
FWM
1971
Fairhaven Wealth Management
Illinois
$16.7M -$74.3K -353 -0.4%
KAM
1972
Knightsbridge Asset Management
California
$16.6M -$92.9K -441 -0.6%
FMB
1973
Field & Main Bank
Kentucky
$16.6M -$248K -1,177 -1%
TL
1974
Tradewinds LLC
North Carolina
$16.6M +$5.01M +23,785 +43%
CAC
1975
Certified Advisory Corp
Florida
$16.6M +$16.6M +78,872 New
77 78
79
80 81