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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 %
FLI
2726
Family Legacy Inc
South Carolina
$8.77M -$38.1K -181 -0.4%
CWA
2727
Clarus Wealth Advisors
Arizona
$8.76M -$1.47M -6,300 -14%
IPW
2728
Impact Partnership Wealth
Georgia
$8.76M +$1.31M +6,218 +18%
MWM
2729
Meritas Wealth Management
California
$8.76M +$11.4K +54 +0.1%
ANB
2730
Amarillo National Bank
Texas
$8.74M +$17.7K +84 +0.2%
CFG
2731
Cambridge Financial Group
Ohio
$8.74M +$1.09M +5,180 +14%
GP
2732
Greenline Partners
New York
$8.74M +$559K +2,578 +7%
TPW
2733
Transatlantique Private Wealth
New York
$8.74M -$68.9K -328 -0.8%
NRI
2734
NFP Retirement Inc
California
$8.74M -$14.1K -67 -0.2%
BFWM
2735
Bright Futures Wealth Management
New York
$8.72M +$66.8K +304 +0.8%
CCT
2736
Chemung Canal Trust
New York
$8.72M -$289K -1,370 -3%
JBA
2737
Johnson Bixby & Associates
Washington
$8.72M -$222K -1,054 -2%
GWM
2738
Gray Wealth Management
Maine
$8.7M -$6.74K -32 -0.1%
CVM
2739
Cheviot Value Management
California
$8.7M -$292K -1,387 -3%
HNB
2740
Hilltop National Bank
Wyoming
$8.7M +$86.1K +409 +1%
WCAMG
2741
Woodard & Company Asset Management Group
North Carolina
$8.69M -$49.7K -236 -0.6%
NWM
2742
Northcape Wealth Management
New York
$8.69M -$28.2K -134 -0.3%
NPFS
2743
Novak & Powell Financial Services
Florida
$8.68M +$14.5K +69 +0.2%
FFA
2744
Fi3 Financial Advisors
Indiana
$8.68M +$632 +3 +0%
DFG
2745
Demars Financial Group
Washington
$8.68M +$148K +704 +2%
KF
2746
KKM Financial
Illinois
$8.66M +$19.7K +95 +0.2%
MC
2747
Martin & Co
Tennessee
$8.64M -$79.2K -376 -0.9%
BBI
2748
Baxter Bros Inc
Connecticut
$8.62M -$660K -3,135 -7%
BHB
2749
Bank Hapoalim BM
Israel
$8.61M -$126K -600 -1%
PGA
2750
Portland Global Advisors
Maine
$8.61M -$956K -4,539 -10%
108 109
110
111 112