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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 %
SI
3001
Sprott Inc
Ontario, Canada
$7.04M -$1.12M -5,308 -14%
ACM
3002
Ayrshire Capital Management
Connecticut
$7.04M +$251K +1,193 +4%
FSCM
3003
Front Street Capital Management
Montana
$7.04M -$79.2K -376 -1%
CCM
3004
Check Capital Management
California
$7.03M +$212K +1,006 +3%
EM
3005
ELCO Management
New York
$7.02M +$382K +1,814 +6%
SFG
3006
Sather Financial Group
Texas
$7.01M -$38.3K -182 -0.5%
AHIA
3007
Andrew Hill Investment Advisors
Florida
$7.01M +$5.96M +28,288 +568%
LRWA
3008
Long Run Wealth Advisors
New York
$7.01M +$728K +3,458 +12%
LFP
3009
Lakeshore Financial Planning
Michigan
$7M -$48.2K -229 -0.7%
PB
3010
Pinnacle Bancorp
Nebraska
$6.99M -$36.9K -175 -0.5%
AIM
3011
AHL Investment Management
Florida
$6.98M +$354K +1,680 +5%
AWM
3012
Aberdeen Wealth Management
Illinois
$6.98M +$108K +515 +2%
DPIM
3013
Duff & Phelps Investment Management
Illinois
$6.97M -$11.4M -54,218 -62%
WR
3014
WD Rutherford
Oregon
$6.96M -$317K -1,504 -4%
MFS
3015
Monetta Financial Services
Illinois
$6.95M – – –
SAM
3016
Soviero Asset Management
New York
$6.95M +$6.95M +33,000 New
LF
3017
LifeSteps Financial
California
$6.94M -$191K -909 -3%
JFA
3018
JNBA Financial Advisors
Minnesota
$6.94M -$222K -1,055 -3%
MAG
3019
Mayfair Advisory Group
Alabama
$6.94M -$124K -537 -2%
AWM
3020
Ameliora Wealth Management
Switzerland
$6.93M -$793K -3,767 -10%
PSP
3021
Pacific Sage Partners
Washington
$6.92M +$1.9K +9 +0%
PBO
3022
Peoples Bank (Ohio)
Ohio
$6.9M +$703K +3,338 +11%
MWM
3023
Moran Wealth Management
Florida
$6.9M +$359K +1,704 +5%
IAG
3024
Investment Advisory Group
Massachusetts
$6.89M -$53.3K -253 -0.8%
EL
3025
Essex LLC
Illinois
$6.86M -$218K -1,037 -3%
119 120
121
122 123