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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 %
KM
2551
KP Management
Minnesota
$10.3M +$842K +4,000 +9%
BCMLT
2552
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.3M +$524K +2,490 +5%
AWA
2553
Artemis Wealth Advisors
New York
$10.3M +$2.04M +9,680 +25%
RAM
2554
Riggs Asset Management
Pennsylvania
$10.3M -$8K -38 -0.1%
RFM
2555
Royal Fund Management
Florida
$10.2M -$3.18M -15,080 -24%
AC
2556
Allstate Corporation
Illinois
$10.2M -$446K -2,117 -4%
SCA
2557
Stokes Capital Advisors
South Carolina
$10.2M -$242K -1,148 -2%
TSS
2558
Thomas Story & Son
Indiana
$10.2M -$1.12M -5,325 -10%
LCM
2559
LCM Capital Management
Illinois
$10.2M +$134K +637 +1%
EFSCE
2560
Enterprise Financial Services Corp (EFSC)
Missouri
$10.2M -$64K -304 -0.6%
PP
2561
Patron Partners
Texas
$10.2M +$10.3K +49 +0.1%
WW
2562
Waterfront Wealth
Kansas
$10.1M +$1.69M +8,046 +20%
MTWSIF
2563
Mivtachim The Workers Social Insurance Fund
Israel
$10.1M +$10.1M +48,000 New
GI
2564
GS Investments
Minnesota
$10.1M -$27.4K -130 -0.3%
LA
2565
Lynch & Associates
Indiana
$10.1M +$304K +1,442 +3%
CFO
2566
Callan Family Office
Pennsylvania
$10.1M +$6.16M +29,239 +157%
AWM
2567
Atticus Wealth Management
Florida
$10.1M -$302K -1,435 -3%
SKK
2568
Shepherd Kaplan Krochuk
Massachusetts
$10.1M +$3.16K +15 +0%
SFS
2569
Stiles Financial Services
Minnesota
$10.1M -$1.04M -4,936 -9%
WWG
2570
West Wealth Group
California
$10.1M -$39.8K -189 -0.4%
CP
2571
Canopy Partners
Ohio
$10M +$403K +1,913 +4%
ATIA
2572
American Trust Investment Advisors
New Hampshire
$10M -$221K -1,048 -2%
PFA
2573
Pettinga Financial Advisors
Indiana
$10M +$101K +481 +1%
HCM
2574
Highview Capital Management
Illinois
$10M -$258K -1,223 -3%
SPC
2575
Stony Point Capital
New York
$10M +$10M +47,544 New
101 102
103
104 105