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 %
DOA
2851
D'Orazio & Associates
Virginia
$7.96M -$381K -1,808 -5%
CIS
2852
Custom Index Systems
New York
$7.96M -$1.45M -6,908 -15%
BV
2853
Boxwood Ventures
Illinois
$7.95M – – –
CASB
2854
Cape Ann Savings Bank
Massachusetts
$7.94M -$342K -1,622 -4%
ES
2855
Eagle Strategies
New York
$7.93M -$6.83M -32,441 -46%
GC
2856
Gilbert & Cook
Iowa
$7.92M -$2.34M -11,105 -23%
PFMU
2857
Privium Fund Management (UK)
United Kingdom
$7.92M +$7.92M +35,862 New
IAP
2858
Indie Asset Partners
Indiana
$7.9M +$273K +1,297 +4%
CCM
2859
Carlson Capital Management
Minnesota
$7.89M -$291K -1,381 -4%
BIA
2860
Beacon Investment Advisors
Maryland
$7.89M +$40.2K +191 +0.5%
PPW
2861
Pasadena Private Wealth
California
$7.88M -$154K -732 -2%
CSPAM
2862
Cary Street Partners Asset Management
Virginia
$7.88M +$1.14M +5,417 +17%
SIM
2863
Studio Investment Management
Illinois
$7.88M -$22.5K -107 -0.3%
APW
2864
Acima Private Wealth
Virginia
$7.88M -$728K -3,457 -8%
TFF
2865
The Family Firm
Maryland
$7.87M +$36.9K +175 +0.5%
SHFA
2866
SC&H Financial Advisors
Maryland
$7.85M -$498K -2,365 -6%
JWM
2867
JPL Wealth Management
Colorado
$7.85M +$745K +3,538 +10%
CI
2868
Ceera Investments
Texas
$7.85M -$1.68M -7,967 -18%
OCM
2869
Orser Capital Management
Texas
$7.84M -$6.74K -32 -0.1%
NC
2870
NewSquare Capital
Pennsylvania
$7.83M +$369K +1,751 +5%
MAM
2871
Morse Asset Management
Connecticut
$7.82M +$1.12M +5,333 +17%
WBCM
2872
Wilson & Boucher Capital Management
California
$7.81M +$19.8K +94 +0.3%
ACM
2873
AUA Capital Management
Pennsylvania
$7.79M – – –
NCM
2874
NCM Capital Management
New Jersey
$7.78M -$95K -451 -1%
MFS
2875
Madrona Financial Services
Washington
$7.77M -$44.2K -210 -0.6%
113 114
115
116 117