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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 %
SF
2601
Slagle Financial
Illinois
$9.73M -$1.14M -5,423 -11%
RFWA
2602
RPg Family Wealth Advisory
Massachusetts
$9.73M -$54.8K -260 -0.6%
DRD
2603
Dennis R. Delaney
$9.71M +$7.16K +34 +0.1%
BFG
2604
Beacon Financial Group
Texas
$9.71M +$473K +2,248 +5%
SCP
2605
Sandhill Capital Partners
New York
$9.7M +$258K +1,225 +3%
TIM
2606
Thompson Investment Management
Wisconsin
$9.7M -$13.9K -66 -0.1%
CF
2607
Convergence Financial
Missouri
$9.7M +$9.15M +43,451 +1,673%
APIM
2608
Agate Pass Investment Management
Washington
$9.69M +$170K +806 +2%
PWA
2609
Providence Wealth Advisors
Illinois
$9.66M +$73.4K +342 +0.8%
ABLA
2610
Alan B. Lancz & Associates
Ohio
$9.66M +$9.66M +45,858 New
FIA
2611
FPC Investment Advisory
California
$9.66M -$237K -1,036 -2%
WCM
2612
Wisconsin Capital Management
Wisconsin
$9.66M -$90.1K -428 -0.9%
EGM
2613
Engineers Gate Manager
New York
$9.65M -$27M -128,303 -74%
CA
2614
Centerpoint Advisors
Massachusetts
$9.64M +$323K +1,534 +3%
AMAL
2615
Asset Management Advisors LLC
Oklahoma
$9.63M +$96.7K +459 +1%
SCM
2616
Shorepath Capital Management
Utah
$9.63M +$66.3K +315 +0.7%
OC
2617
Opinicus Capital
Florida
$9.61M +$209K +994 +2%
RCA
2618
Roberts Capital Advisors
Colorado
$9.6M – – –
OWMIAS
2619
One Wealth Management Investment & Advisory Services
Florida
$9.59M -$532K -2,525 -5%
EA
2620
Everpar Advisors
Oklahoma
$9.57M +$1.21M +5,759 +15%
TLP
2621
Trinity Legacy Partners
Texas
$9.56M +$236K +1,119 +3%
PSF
2622
Pacific Sun Financial
California
$9.56M -$12K -57 -0.1%
GCM
2623
Gladius Capital Management
Illinois
$9.55M -$3.31M -15,715 -26%
CA
2624
CGN Advisors
Kansas
$9.53M +$908K +4,312 +11%
SCG
2625
Sonata Capital Group
Washington
$9.52M -$53.1K -252 -0.6%
103 104
105
106 107