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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 %
ECA
2926
Elevated Capital Advisors
Utah
$7.45M +$456K +2,163 +7%
SPFA
2927
Summit Place Financial Advisors
New Jersey
$7.44M +$102K +485 +1%
PA
2928
PSI Advisors
Florida
$7.44M +$228K +1,082 +3%
RRCP
2929
Rip Road Capital Partners
Massachusetts
$7.43M +$7.43M +35,300 New
BFWA
2930
Benchmark Financial Wealth Advisors
Florida
$7.43M -$472K -2,240 -6%
TI
2931
tru Independence
Oregon
$7.43M +$44.9K +213 +0.6%
BIA
2932
Barry Investment Advisors
Massachusetts
$7.42M -$95K -451 -1%
GWM
2933
Gitterman Wealth Management
New Jersey
$7.41M -$114K -543 -2%
MWM
2934
Marion Wealth Management
Pennsylvania
$7.41M +$251K +1,192 +4%
NCFG
2935
New Century Financial Group
New Jersey
$7.41M +$4.86M +23,080 +191%
CMAI
2936
Capital Management Associates Inc
Minnesota
$7.4M -$829K -3,937 -10%
DWM
2937
Denver Wealth Management
Colorado
$7.4M -$187K -887 -2%
AL
2938
Arnhold LLC
New York
$7.39M – – –
MWP
2939
Madison Wealth Partners
Wisconsin
$7.38M -$48.7K -231 -0.7%
MFS
2940
Mattson Financial Services
Michigan
$7.37M +$7.37M +34,998 New
BPAMU
2941
BTG Pactual Asset Management US
New York
$7.37M +$7.37M +34,982 New
P
2942
Paradiem
Louisiana
$7.37M – – –
CCA
2943
Cora Capital Advisors
New Jersey
$7.37M -$253K -1,199 -3%
BFA
2944
Beacon Financial Advisory
Ohio
$7.34M +$1.37M +6,497 +23%
AWM
2945
Aprio Wealth Management
Georgia
$7.32M +$11K +52 +0.1%
FCM
2946
Fortis Capital Management
Washington
$7.32M +$3.4M +16,143 +87%
WAM
2947
WFA Asset Management
Wisconsin
$7.31M -$426K -2,022 -6%
SWS
2948
SYSTM Wealth Solutions
Illinois
$7.31M -$3.62M -17,188 -33%
OFW
2949
Omnia Family Wealth
Florida
$7.31M +$370K +1,756 +5%
CCWM
2950
Correct Capital Wealth Management
Missouri
$7.3M +$258K +1,227 +4%
116 117
118
119 120