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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 %
KIG
2476
Kessler Investment Group
Indiana
$11.1M +$11.1M +52,601 +43,834%
FBFS
2477
First Business Financial Services
Wisconsin
$11.1M +$194K +921 +2%
COI
2478
Connable Office Inc
Michigan
$11.1M -$500K -2,375 -4%
RPA
2479
Rock Point Advisors
Vermont
$11.1M -$36.9K -175 -0.3%
MIM
2480
MTM Investment Management
South Carolina
$11.1M +$48.2K +229 +0.4%
DWM
2481
Diversify Wealth Management
Utah
$11.1M +$11.1M +52,863 New
6F
2482
626 Financial
Michigan
$11.1M -$157K -744 -1%
MFGM
2483
Marshall Financial Group (Maryland)
Maryland
$11.1M +$159K +757 +1%
DCM
2484
DGS Capital Management
New Jersey
$11M +$76.7K +364 +0.7%
GMF
2485
Grace & Mercy Foundation
New York
$11M -$1.68M -8,000 -13%
MSFP
2486
Mark Sheptoff Financial Planning
Connecticut
$11M -$139K -660 -1%
HIM
2487
Harbour Investment Management
Washington
$11M -$108K -512 -1%
BWM
2488
BigSur Wealth Management
Florida
$11M +$236K +1,120 +2%
EFG
2489
Ethos Financial Group
Pennsylvania
$11M -$35.4K -168 -0.3%
CPW
2490
Cove Private Wealth
New York
$11M – – –
NMG
2491
New Millennium Group
Utah
$11M +$2.87M +13,638 +36%
PAM
2492
Peninsula Asset Management
Florida
$10.9M +$112K +530 +1%
FA
2493
Fountainhead AM
New Jersey
$10.9M +$189K +896 +2%
WAAG
2494
Wealth Alliance Advisory Group
Kansas
$10.9M +$59.6K +283 +0.5%
HBW
2495
Hazlett, Burt & Watson
West Virginia
$10.9M +$53.3K +253 +0.5%
SFI
2496
SPC Financial Inc
Maryland
$10.9M -$528K -2,508 -5%
CFO
2497
CVA Family Office
Colorado
$10.9M +$753K +3,573 +7%
CAWM
2498
Capital Advisors Wealth Management
Washington
$10.9M +$1.23M +5,827 +13%
SPWG
2499
Syntegra Private Wealth Group
Missouri
$10.9M +$903K +4,285 +9%
OCM
2500
Orion Capital Management
California
$10.9M -$494K -2,347 -4%
98 99
100
101 102