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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 %
OC
2826
Oarsman Capital
Wisconsin
$8.18M +$275K +1,304 +3%
SIAG
2827
Signet Investment Advisory Group
Rhode Island
$8.17M +$71K +337 +0.9%
GWWM
2828
Great Waters Wealth Management
Minnesota
$8.17M +$568K +2,695 +7%
IAM
2829
Infusive Asset Management
New York
$8.17M +$4.07M +19,315 +99%
CH
2830
Cromwell Holdings
Wyoming
$8.16M +$8.16M +38,746 New
SCM
2831
Sitrin Capital Management
California
$8.12M +$18.7K +89 +0.2%
MFG
2832
Midwest Financial Group
Kansas
$8.12M +$71.8K +341 +0.9%
VAM
2833
Verity Asset Management
North Carolina
$8.1M +$4.17M +19,817 +106%
FWA
2834
FSM Wealth Advisors
Ohio
$8.1M +$120K +572 +2%
HL
2835
HeadInvest LLC
Maine
$8.09M -$976K -4,633 -11%
SFWA
2836
Summit Financial Wealth Advisors
Louisiana
$8.08M -$17.7K -84 -0.2%
RDFA
2837
Ritter Daniher Financial Advisory
Ohio
$8.06M -$55.6K -264 -0.7%
WAL
2838
W Advisors LLC
Tennessee
$8.04M +$17.1K +81 +0.2%
LTAS
2839
Linden Thomas Advisory Services
North Carolina
$8.02M +$1.07M +5,077 +15%
PMSA
2840
Patrick M. Sweeney & Associates
Illinois
$8.02M +$56.7K +269 +0.7%
OL
2841
OneFund LLC
Florida
$8.01M +$140K +666 +2%
BCM
2842
Bayesian Capital Management
New York
$8M +$8M +38,000 New
NPP
2843
New Potomac Partners
Maryland
$8M +$58.3K +277 +0.7%
VWM
2844
Vigilare Wealth Management
Arizona
$8M -$103K -491 -1%
PCWA
2845
Pacific Capital Wealth Advisors
California
$8M +$818K +3,886 +11%
EFA
2846
Evernest Financial Advisors
Indiana
$7.99M +$1.01M +4,781 +14%
OIM
2847
Orca Investment Management
Oregon
$7.99M -$98.6K -468 -1%
CIA
2848
Cohen Investment Advisors
New Hampshire
$7.97M +$40.9K +239 +0.5%
HA
2849
Harfst & Associates
Wyoming
$7.96M -$186K -881 -2%
AWP
2850
Abacus Wealth Partners
California
$7.96M -$74.6K -354 -0.9%
112 113
114
115 116