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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 %
GL
3051
Gerber LLC
Ohio
$6.7M +$2.11K +10 +0%
EWP
3052
Elevation Wealth Partners
California
$6.69M -$56.7K -269 -0.8%
MWS
3053
Maxwell Wealth Strategies
California
$6.68M -$6.53K -31 -0.1%
MCM
3054
Monument Capital Management
Virginia
$6.68M -$228K -1,081 -3%
SA
3055
Strategic Advocates
Utah
$6.68M -$2M -9,511 -23%
RSA
3056
River Street Advisors
Illinois
$6.67M +$218K +1,034 +3%
SCM
3057
Seascape Capital Management
New Hampshire
$6.67M +$24K +114 +0.4%
SNBOSCI
3058
Security National Bank of Sioux City Iowa
Iowa
$6.67M -$320K -1,521 -5%
BWA
3059
Beam Wealth Advisors
Louisiana
$6.66M +$4.08M +19,354 +158%
EFM
3060
Eley Financial Management
Vermont
$6.66M +$1.69K +8 +0%
BMC
3061
Beaton Management Company
Massachusetts
$6.65M -$32K -152 -0.5%
CHA
3062
Cooper/Haims Advisors
New York
$6.64M +$275K +1,307 +4%
AA
3063
Alesco Advisors
New York
$6.64M -$392K -1,859 -6%
TMWM
3064
Taylor & Morgan Wealth Management
Michigan
$6.63M -$39K -185 -0.6%
MS
3065
Madden Securities
Texas
$6.63M +$19K +90 +0.3%
PBF
3066
Petix & Botte Financial
California
$6.62M +$2.66M +12,650 +67%
TFO
3067
Tarbox Family Office
California
$6.61M -$6.53K -31 -0.1%
BIM
3068
Barton Investment Management
Pennsylvania
$6.6M -$358K -1,700 -5%
1WM
3069
1858 Wealth Management
Ohio
$6.59M +$727K +3,452 +12%
MSK
3070
Melissa S. Kampmann
$6.58M -$219K -1,041 -3%
WJA
3071
Willis Johnson & Associates
Texas
$6.57M +$123K +585 +2%
TFP
3072
Tilia Fiduciary Partners
North Carolina
$6.56M +$182K +866 +3%
EWA
3073
Evolution Wealth Advisors
Florida
$6.56M +$906K +4,295 +16%
LFS
3074
Legacy Financial Strategies
Kansas
$6.56M +$191K +862 +3%
KCG
3075
Kinsale Capital Group
Virginia
$6.54M +$1.24M +5,905 +23%
121 122
123
124 125