AAPL icon

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 %
JE
2676
JMAC Enterprises
Pennsylvania
$9.21M -$110K -523 -1%
PHIC
2677
Pine Haven Investment Counsel
Massachusetts
$9.2M -$45.9K -218 -0.5%
AFG
2678
ABLE Financial Group
Arizona
$9.19M +$96.9K +460 +1%
WAC
2679
William Allan Corp
Colorado
$9.17M -$437K -2,076 -5%
GCA
2680
Genesee Capital Advisors
New York
$9.16M -$590K -2,803 -6%
LC
2681
Lavaca Capital
Texas
$9.14M +$102K +483 +1%
TSMHT
2682
Thurston Springer Miller Herd & Titak
Indiana
$9.14M -$64M -304,003 -88%
MC
2683
Matisse Capital
Oregon
$9.13M -$332K -1,576 -4%
WFG
2684
Wormser Freres Gestion
France
$9.13M +$445K +2,043 +5%
FDS
2685
Freedom Day Solutions
Texas
$9.12M +$73.5K +349 +0.8%
BWAM
2686
Boyd Watterson Asset Management
Ohio
$9.11M -$114K -542 -1%
EWA
2687
Encompass Wealth Advisors
Oregon
$9.1M -$719K -3,413 -7%
RFA
2688
ROI Financial Advisors
Oregon
$9.09M -$28.3K -134 -0.3%
BEAM
2689
Baker Ellis Asset Management
Washington
$9.09M -$121K -575 -1%
GAM
2690
Gemmer Asset Management
California
$9.09M -$171K -811 -2%
MLA
2691
My Legacy Advisors
Oregon
$9.07M +$198K +939 +2%
BCM
2692
Brown Capital Management
Maryland
$9.06M -$1.82M -8,642 -17%
IIM
2693
Intact Investment Management
Quebec, Canada
$9.05M -$489K -2,320 -5%
KBFS
2694
Kohmann Bosshard Financial Services
Ohio
$9.05M -$13.3K -63 -0.1%
SLG
2695
Stanley-Laman Group
Pennsylvania
$9.05M +$507K +2,407 +6%
BTWM
2696
Brass Tax Wealth Management
Ohio
$9.04M +$932K +4,427 +12%
SNBOSD
2697
Security National Bank of So Dak
Iowa
$9.03M -$1.13M -5,358 -11%
SC
2698
Savoie Capital
Illinois
$9M -$3.56M -16,899 -28%
DF
2699
DNCA Finance
France
$9M +$9M +42,750 New
WPIC
2700
White Pine Investment Company
Michigan
$9M -$69.9K -332 -0.8%
106 107
108
109 110