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 %
LIG
2876
Lokken Investment Group
Delaware
$7.77M +$119K +563 +2%
VCP
2877
Vista Capital Partners
Oregon
$7.77M +$216K +1,027 +3%
SGWM
2878
Sterling Group Wealth Management
California
$7.76M +$7.76M +36,855 New
EIG
2879
Ellenbecker Investment Group
Wisconsin
$7.75M +$32.6K +155 +0.4%
IPAM
2880
Investment Partners Asset Management
New Jersey
$7.75M -$57.7K -274 -0.7%
WWP
2881
Walden Wealth Partners
Ohio
$7.75M +$842 +4 +0%
PI
2882
Pettee Investors
Connecticut
$7.75M -$12K -57 -0.2%
PC
2883
Promethos Capital
Massachusetts
$7.74M +$7.74M +36,750 New
CWA
2884
Choice Wealth Advisors
Maine
$7.7M – – –
OBWP
2885
O'Brien Wealth Partners
Massachusetts
$7.68M +$3.12M +14,795 +68%
CCM
2886
Chaney Capital Management
Washington
$7.68M +$1.36M +6,451 +22%
TC
2887
Trilogy Capital
California
$7.67M +$4.89M +23,194 +175%
YWS
2888
Yarger Wealth Strategies
Ohio
$7.66M -$842 -4 -0%
CL
2889
COWA LLC
Oklahoma
$7.65M +$572K +2,715 +8%
GWA
2890
Gratus Wealth Advisors
Virginia
$7.64M -$270K -1,202 -3%
NERM
2891
New England Research & Management
Illinois
$7.64M +$748K +3,551 +11%
MA
2892
McBroom & Associates
Nevada
$7.63M +$111K +527 +1%
VC
2893
Veracity Capital
Georgia
$7.63M -$465K -2,207 -6%
AFA
2894
American Financial Advisors
Georgia
$7.63M -$259K -1,230 -3%
WWP
2895
WR Wealth Planners
Missouri
$7.63M -$96K -456 -1%
SW
2896
StrongBox Wealth
Missouri
$7.63M +$1.21M +5,736 +19%
MAM
2897
Milestone Asset Management
Pennsylvania
$7.63M -$1.95M -9,245 -20%
ATWA
2898
Arbor Trust Wealth Advisors
Michigan
$7.63M +$4.63K +22 +0.1%
PAA
2899
Peregrine Asset Advisers
Oregon
$7.63M +$1.61M +7,636 +27%
AAIM
2900
Asset Advisors Investment Management
Georgia
$7.62M +$5.19M +24,632 +213%
114 115
116
117 118