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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 %
PF
2576
Prosperitas Financial
California
$10M +$231K +1,095 +2%
KIG
2577
Kowal Investment Group
Wisconsin
$10M +$136K +648 +1%
AEPWM
2578
Atlantic Edge Private Wealth Management
Florida
$9.99M -$166K -787 -2%
CC
2579
Cornerstone Capital
California
$9.99M -$456K -2,166 -4%
EFMC
2580
Empire Financial Management Company
New York
$9.98M +$251K +1,190 +3%
EG
2581
Ellerson Group
Maryland
$9.98M -$166K -787 -2%
FEG
2582
Financial Enhancement Group
Indiana
$9.98M -$319K -1,462 -3%
CCFM
2583
Clear Creek Financial Management
Washington
$9.94M +$266K +1,265 +3%
FSG
2584
Financial Strategies Group
Michigan
$9.94M +$492K +2,150 +5%
VIP
2585
Vista Investment Partners
Oklahoma
$9.94M +$151K +715 +2%
NSB
2586
Norway Savings Bank
Maine
$9.93M +$2.32K +11 +0%
IAG
2587
Investmark Advisory Group
Connecticut
$9.9M +$251K +1,190 +3%
GWM
2588
GSB Wealth Management
Connecticut
$9.89M +$256K +1,215 +3%
GPFA
2589
Game Plan Financial Advisors
Ohio
$9.88M +$348K +1,653 +4%
CPC
2590
Congress Park Capital
New York
$9.88M +$264K +1,254 +3%
CB
2591
Chris Bulman
California
$9.88M +$9.88M +46,895 New
ET
2592
Entropy Technologies
New York
$9.87M +$2.26M +10,728 +30%
DBRC
2593
D.B. Root & Company
Pennsylvania
$9.84M +$1.25M +5,947 +15%
LWMG
2594
Levy Wealth Management Group
Pennsylvania
$9.83M -$456K -2,166 -4%
CTC
2595
Cetera Trust Company
Minnesota
$9.82M -$518K -2,461 -5%
SIG
2596
Spinnaker Investment Group
California
$9.82M +$19.8K +94 +0.2%
VAS
2597
Vestmark Advisory Solutions
Massachusetts
$9.8M +$257K +1,222 +3%
AT
2598
Arden Trust
Delaware
$9.8M -$668K -3,171 -6%
SOAMC
2599
Spirit of America Management Corp
New York
$9.77M -$126K -600 -1%
WMA
2600
West Michigan Advisors
Michigan
$9.74M +$21.7K +103 +0.2%
102 103
104
105 106