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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 %
TSWM
3026
Triangle Securities Wealth Management
North Carolina
$6.86M -$113K -538 -2%
HIS
3027
Horizon Investment Services
Indiana
$6.85M -$372K -1,766 -5%
HAS
3028
HBW Advisory Services
California
$6.84M -$2.92M -13,848 -30%
SCP
3029
Shorepoint Capital Partners
Massachusetts
$6.83M -$252K -1,197 -4%
BWM
3030
BCS Wealth Management
Tennessee
$6.83M -$576K -2,736 -8%
WQ
3031
Wealth Quarterback
New Jersey
$6.83M +$69.5K +330 +1%
OIM
3032
Opus Investment Management
Massachusetts
$6.82M – – –
FF
3033
Farrell Financial
New York
$6.82M -$3.58K -17 -0.1%
AFS
3034
Aft Forsyth & Sober
Florida
$6.8M – – –
VDI
3035
Vaughan David Investments
Illinois
$6.79M -$1.11M -5,259 -14%
KTM
3036
Keeler Thomas Management
Utah
$6.78M -$126K -600 -2%
CCM
3037
Crew Capital Management
Ohio
$6.76M -$40K -190 -0.6%
BWM
3038
Baron Wealth Management
Michigan
$6.76M +$175K +833 +3%
CCG
3039
Coastwise Capital Group
California
$6.75M -$52.7K -250 -0.8%
GCM
3040
Glynn Capital Management
California
$6.74M – – –
SSW
3041
Smith Shellnut Wilson
Mississippi
$6.74M – – –
FPGT
3042
Financial Partners Group (Tennessee)
Tennessee
$6.74M -$345K -1,638 -5%
HLAM
3043
Hidden Lake Asset Management
New York
$6.74M +$6.74M +31,990 New
WCM
3044
Wunderlich Capital Managemnt
Tennessee
$6.74M -$23.4K -111 -0.3%
OWA
3045
Opal Wealth Advisors
New York
$6.72M +$526K +2,496 +8%
AIC
3046
Archer Investment Corporation
Indiana
$6.72M +$17.3K +82 +0.3%
CGH
3047
CMG Global Holdings
Texas
$6.72M -$263K -1,248 -4%
NLP
3048
Next Level Private
New York
$6.71M -$4.51M -21,420 -40%
ACA
3049
Anchor Capital Advisors
Massachusetts
$6.71M -$31.6K -150 -0.5%
EA
3050
Ergawealth Advisors
Illinois
$6.71M +$141K +669 +2%
120 121
122
123 124