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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 %
GAG
2626
Goodman Advisory Group
Massachusetts
$9.52M +$2.02M +9,605 +27%
RFG
2627
REAP Financial Group
Texas
$9.51M -$689K -3,272 -7%
ICP
2628
Interchange Capital Partners
Pennsylvania
$9.5M +$5.83M +27,692 +159%
NWM
2629
Northwest Wealth Management
Iowa
$9.49M -$20.6K -98 -0.2%
PSCM
2630
Per Stirling Capital Management
Texas
$9.48M +$2.22M +10,542 +31%
SWIM
2631
Smallwood Wealth Investment Management
New Jersey
$9.46M +$207K +985 +2%
NCM
2632
Next Capital Management
New York
$9.45M +$89.5K +425 +1%
TP
2633
Tranquility Partners
Tennessee
$9.44M +$174K +828 +2%
KFS
2634
Keynote Financial Services
Connecticut
$9.44M -$141K -669 -1%
BOS
2635
Bank of Stockton
California
$9.42M +$83.4K +396 +0.9%
WW
2636
Windle Wealth
Oklahoma
$9.4M +$1.59M +7,545 +20%
PPA
2637
Painted Porch Advisors
California
$9.4M -$306K -1,454 -3%
AMG
2638
Advisors Management Group
Wisconsin
$9.39M +$136K +647 +1%
AL
2639
ACAS LLC
California
$9.39M -$89.7K -404 -0.9%
WIC
2640
WealthBridge Investment Counsel
Alberta, Canada
$9.39M -$1.34M -6,375 -13%
SAM
2641
Summit Asset Management
Tennessee
$9.39M +$238K +1,130 +3%
SC
2642
Shay Capital
New York
$9.39M +$8.44M +40,061 +890%
CSI
2643
Cross Staff Investments
New York
$9.38M -$48.9K -232 -0.5%
GCS
2644
Gordian Capital (Singapore)
Singapore
$9.38M -$511K -2,425 -5%
DI
2645
DAGCO Inc
Ohio
$9.37M -$83.2K -395 -0.9%
HGWM
2646
Horst & Graben Wealth Management
Oregon
$9.36M +$709K +3,365 +8%
RIM
2647
Reliant Investment Management
Tennessee
$9.36M -$22.1K -105 -0.2%
SA
2648
Sage Advisors
Colorado
$9.35M +$298K +1,416 +3%
PCM
2649
Ping Capital Management
New York
$9.35M +$9.35M +44,400 New
DMC
2650
Drexel Morgan & Co
Pennsylvania
$9.33M +$40.9K +194 +0.4%
104 105
106
107 108