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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 %
GB
2776
Goepper Burkhardt
South Carolina
$8.46M -$16K -76 -0.2%
LCM
2777
Legato Capital Management
California
$8.46M -$3.6M -17,109 -30%
GWCM
2778
Godshalk Welsh Capital Management
Pennsylvania
$8.45M -$63.2K -300 -0.7%
BTWM
2779
Baker Tilly Wealth Management
Wisconsin
$8.44M -$6.62M -31,432 -44%
CIM
2780
Chapman Investment Management
California
$8.44M -$614K -2,917 -7%
FHWM
2781
Fox Hill Wealth Management
Massachusetts
$8.44M +$190K +902 +2%
MUAMU
2782
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$8.43M +$4M +19,000 +90%
RAM
2783
RedJay Asset Management
Ontario, Canada
$8.42M +$8.42M +40,000 New
TCOK
2784
Trust Company of Kansas
Kansas
$8.42M +$4.63M +21,980 +122%
UH
2785
Unigestion Holding
Switzerland
$8.41M -$1.46M -7,598 -15%
PWAM
2786
Pinnacle West Asset Management
Wyoming
$8.41M -$224K -1,065 -3%
ODIJL
2787
One Day In July LLC
Vermont
$8.4M -$237K -1,127 -3%
LIP
2788
Lighthouse Investment Partners
Florida
$8.4M +$935K +4,440 +13%
PIMG
2789
Patriot Investment Management Group
Tennessee
$8.39M -$1.09M -5,190 -12%
BSA
2790
Bull Street Advisors
Georgia
$8.39M -$8.43K -40 -0.1%
DWG
2791
Darden Wealth Group
Michigan
$8.39M +$580K +2,753 +7%
VW
2792
Vance Wealth
California
$8.38M -$101K -479 -1%
CC
2793
Constitution Capital
Connecticut
$8.37M +$508K +2,414 +6%
BC
2794
Bruce & Co
Illinois
$8.36M +$969K +4,600 +13%
BWP
2795
Bernardo Wealth Planning
Pennsylvania
$8.36M +$261K +1,239 +3%
CA
2796
Cambridge Advisors
Nebraska
$8.36M +$238K +1,129 +3%
RFA
2797
Resurgent Financial Advisors
Georgia
$8.35M -$211K -1,001 -2%
IWM
2798
Integris Wealth Management
California
$8.34M -$118K -561 -1%
SFP
2799
Sweet Financial Partners
Minnesota
$8.33M +$60.2K +286 +0.7%
AIC
2800
Ayalon Insurance Company
Israel
$8.32M -$238K -1,128 -3%
110 111
112
113 114