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 %
DFA
2976
Davies Financial Advisors
California
$7.19M -$316K -1,498 -4%
PWG
2977
Portside Wealth Group
Utah
$7.17M -$46.1K -219 -0.6%
WLIM
2978
White Lighthouse Investment Management
Massachusetts
$7.17M -$715K -3,395 -9%
SIC
2979
Samalin Investment Counsel
New York
$7.16M -$456K -2,163 -6%
IP
2980
Investment Partners
Ohio
$7.15M -$404K -1,917 -5%
SPI
2981
Sutton Place Investors
New York
$7.15M -$1.33M -6,304 -16%
TWP
2982
Tempus Wealth Planning
California
$7.15M +$524K +2,487 +8%
AWM
2983
Abound Wealth Management
Tennessee
$7.14M -$11.6K -55 -0.2%
CIC
2984
Chase Investment Counsel
Virginia
$7.14M +$6.32M +30,016 +775%
LC
2985
LCNB Corp
Ohio
$7.13M -$98.8K -469 -1%
NF
2986
Nvest Financial
New Hampshire
$7.13M -$110K -521 -2%
OCM
2987
Osterweis Capital Management
California
$7.11M -$91.8K -436 -1%
BAM
2988
Byrne Asset Management
New Jersey
$7.1M -$31.7K -148 -0.4%
EA
2989
Ellsworth Advisors
Ohio
$7.09M +$21.5K +102 +0.3%
MM
2990
Meridian Management
Arkansas
$7.09M +$123K +584 +2%
ODFS
2991
O'Donnell Financial Services
California
$7.09M -$416K -1,977 -6%
AA
2992
Altman Advisors
Illinois
$7.08M -$5.27K -25 -0.1%
HFS
2993
Heritage Financial Services
Massachusetts
$7.07M -$234K -1,111 -3%
MAC
2994
Mason & Associates (California)
California
$7.07M +$587K +2,785 +9%
DWM
2995
Dynasty Wealth Management
Florida
$7.07M -$448K -2,129 -6%
NRW
2996
Nova R Wealth
Kansas
$7.06M -$43.8K -208 -0.6%
FAG
2997
Fortitude Advisory Group
Washington
$7.05M -$5.54M -26,302 -44%
EWA
2998
Etesian Wealth Advisors
Oregon
$7.04M +$277K +1,317 +4%
DTL
2999
Dynamic Technology Lab
Singapore
$7.04M +$1.68M +7,965 +31%
HWM
3000
Howard Wealth Management
Connecticut
$7.04M -$189K -895 -3%
118 119
120
121 122