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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 %
SDWMA
2801
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.3M -$211K -1,003 -2%
SCP
2802
Sivia Capital Partners
California
$8.3M +$79.8K +379 +1%
WFA
2803
WestHill Financial Advisors
California
$8.3M -$474K -2,251 -5%
AAM
2804
Ascension Asset Management
New York
$8.29M -$269K -1,275 -3%
IAS
2805
IMA Advisory Services
Colorado
$8.27M +$190K +900 +2%
LWA
2806
Lantern Wealth Advisors
New York
$8.27M -$128K -610 -2%
WF
2807
Wayfinding Financial
Washington
$8.27M -$151K -719 -2%
MWP
2808
Meridian Wealth Partners
Pennsylvania
$8.26M +$196K +930 +2%
ALAM
2809
Asahi Life Asset Management
Japan
$8.26M -$1.08M -5,118 -12%
CAL
2810
Capital Advisors Ltd
Ohio
$8.26M +$124K +591 +2%
WFI
2811
West Family Investments
California
$8.25M +$8.21K +39 +0.1%
HCM
2812
Hall Capital Management
Rhode Island
$8.25M +$227K +1,077 +3%
HWM
2813
Hohimer Wealth Management
Washington
$8.24M +$475K +2,254 +6%
KC
2814
Kades & Cheifetz
Pennsylvania
$8.24M -$48.2K -229 -0.6%
OFS
2815
OneAscent Financial Services
Alabama
$8.24M +$59.2K +281 +0.7%
WFMPM
2816
Woodley Farra Manion Portfolio Management
Indiana
$8.23M +$72.7K +345 +0.9%
RA
2817
Ruggaard & Associates
Ohio
$8.23M +$794K +3,768 +11%
CP
2818
Creekside Partners
California
$8.23M +$8.23M +39,074 New
LAM
2819
Lummis Asset Management
Texas
$8.23M +$70.3K +334 +0.9%
AGWCA
2820
Annis Gardner Whiting Capital Advisors
Florida
$8.23M +$1.74M +8,269 +27%
GWAG
2821
Garrett Wealth Advisory Group
Texas
$8.21M +$1.98M +9,411 +32%
SIG
2822
Sky Investment Group
Connecticut
$8.21M -$92.9K -441 -1%
LAM
2823
Lynch Asset Management
Pennsylvania
$8.2M -$4.21K -20 -0.1%
OM
2824
OV Management
Minnesota
$8.18M +$85.9K +408 +1%
RCA
2825
Ranch Capital Advisors
Florida
$8.18M +$13.5K +64 +0.2%
111 112
113
114 115