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 %
BC
3076
Barrett & Company
Rhode Island
$6.54M +$13.1K +62 +0.2%
WC
3077
Wynn Capital
Georgia
$6.54M +$65.1K +309 +1%
Fiera Capital (Canada)
3078
Fiera Capital (Canada)
Quebec, Canada
$6.54M -$979K -4,650 -13%
MAM
3079
McCarthy Asset Management
California
$6.54M -$18.1K -86 -0.3%
PC
3080
Permanens Capital
New York
$6.53M +$688K +3,265 +12%
GA
3081
Goldstein Advisors
Wisconsin
$6.53M +$5.69K +27 +0.1%
CFFP
3082
Center for Financial Planning
Michigan
$6.53M +$15K +71 +0.2%
PWS
3083
Private Wealth Strategies
Ohio
$6.52M -$221K -1,050 -3%
CFIA
3084
Cantor Fitzgerald Investment Advisors
New York
$6.51M +$75.2K +357 +1%
HP
3085
Hilltop Partners
Indiana
$6.5M +$17.3K +82 +0.3%
TIM
3086
Total Investment Management
Arizona
$6.49M -$206K -979 -3%
SFG
3087
Snider Financial Group
Washington
$6.49M +$63.2K +300 +1%
NIM
3088
Needham Investment Management
New York
$6.48M – – –
AWG
3089
Altus Wealth Group
Colorado
$6.47M +$61.3K +291 +1%
JCM
3090
Jacobsen Capital Management
Utah
$6.47M +$325K +1,542 +5%
NED
3091
Nancy E. Dempze
$6.47M +$109K +517 +2%
4WM
3092
49 Wealth Management
Texas
$6.47M +$1M +4,627 +18%
AI
3093
Atom Investors
Texas
$6.46M +$839K +3,983 +15%
VRM
3094
Vectors Research Management
New York
$6.46M +$33.7K +160 +0.5%
GPA
3095
Garrison Point Advisors
California
$6.45M -$118K -559 -2%
RTC
3096
Riverview Trust Company
Washington
$6.44M -$2.34M -11,128 -27%
JCFM
3097
JBR Co Financial Management
Oklahoma
$6.44M – – –
HFBOT
3098
Home Federal Bank of Tennessee
Tennessee
$6.43M +$95.2K +452 +2%
CV
3099
Counterweight Ventures
North Carolina
$6.43M +$142K +672 +2%
CGFA
3100
Colton Groome Financial Advisors
North Carolina
$6.43M +$70.1K +333 +1%
122 123
124
125 126