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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 %
FA
2501
Faithward Advisors
Pennsylvania
$10.9M -$256K -1,215 -2%
HBCM
2502
Heron Bay Capital Management
Michigan
$10.8M -$7.44M -35,304 -41%
AAMA
2503
Advanced Asset Management Advisors
Ohio
$10.8M -$108K -512 -1%
CSC
2504
Caldwell Sutter Capital
California
$10.8M +$21.1K +100 +0.2%
BLC
2505
Brown, Lisle/Cummings
Rhode Island
$10.8M -$26.5K -126 -0.2%
CBT
2506
CoreFirst Bank & Trust
Kansas
$10.8M -$588K -2,792 -5%
DTC
2507
Davidson Trust Company
Washington
$10.8M -$779K -3,697 -7%
CIM
2508
CIM Investment Management
Pennsylvania
$10.8M -$140K -664 -1%
KCFA
2509
Key Client Fiduciary Advisors
New Jersey
$10.8M +$302K +1,432 +3%
AF
2510
Affiance Financial
Minnesota
$10.8M -$5.48K -26 -0.1%
CCA
2511
Childress Capital Advisors
Texas
$10.8M +$591K +2,806 +6%
DIP
2512
DT Investment Partners
Pennsylvania
$10.8M +$393K +1,867 +4%
GTAM
2513
Global Trust Asset Management
Florida
$10.8M +$96.9K +460 +0.9%
YDMI
2514
Y.D. More Investments
Israel
$10.7M +$2.52M +11,944 +31%
UAG
2515
United Advisor Group
Ohio
$10.7M +$426K +2,022 +4%
MWA
2516
MFA Wealth Advisors
Pennsylvania
$10.7M +$20.2K +96 +0.2%
AG
2517
Advocate Group
Minnesota
$10.7M -$333K -1,582 -3%
FCT
2518
Family Capital Trust
Massachusetts
$10.7M -$339K -1,608 -3%
HBT
2519
Heartland Bank & Trust
Illinois
$10.7M +$857K +4,069 +9%
BZWA
2520
Blue Zone Wealth Advisors
California
$10.6M -$516K -2,449 -5%
CCA
2521
Clearwater Capital Advisors
Illinois
$10.6M +$229K +1,087 +2%
PWM
2522
Purus Wealth Management
California
$10.6M +$343K +1,629 +3%
FC
2523
Financial Council
Maryland
$10.6M +$94.4K +448 +0.9%
VBCG
2524
Valley Brook Capital Group
Pennsylvania
$10.6M +$15.8K +75 +0.1%
IFAM
2525
Institutional & Family Asset Management
Colorado
$10.6M +$145K +687 +1%
99 100
101
102 103