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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 %
LWMI
3151
Landmark Wealth Management (Illinois)
Illinois
$6.14M -$88.3K -419 -1%
EB
3152
Exchange Bank
California
$6.14M -$37.7K -179 -0.6%
MPPW
3153
Mitchell & Pahl Private Wealth
Oklahoma
$6.14M -$63.6K -302 -1%
WI
3154
WBI Investments
New Jersey
$6.13M +$4.62M +21,917 +304%
WHCI
3155
W.H. Cornerstone Investments
Massachusetts
$6.13M -$43.2K -205 -0.7%
BF
3156
Blankinship & Foster
California
$6.12M +$186K +883 +3%
CWG
3157
Crown Wealth Group
North Carolina
$6.11M -$205K -973 -3%
S
3158
Sunpointe
Missouri
$6.11M +$838K +3,979 +16%
BDS
3159
Banco de Sabadell
Florida
$6.11M +$417K +1,980 +7%
UAM
3160
Unison Asset Management
Florida
$6.11M +$39.8K +189 +0.7%
AWM
3161
Act Wealth Management
Texas
$6.11M -$211 -1 -0%
SIA
3162
Schear Investment Advisers
Ohio
$6.1M -$168K -798 -3%
AAM
3163
Auxier Asset Management
Oregon
$6.1M -$9.69K -46 -0.2%
WFS
3164
Widmann Financial Services
Maryland
$6.09M -$38.1K -181 -0.6%
BWA
3165
Burt Wealth Advisors
Maryland
$6.07M -$1.8M -8,534 -23%
VBFP
3166
Valtinson Bruner Financial Planning
Minnesota
$6.07M +$3.43M +16,295 +130%
PTC
3167
Provident Trust Company
Wisconsin
$6.06M -$61.1K -290 -1%
CWA
3168
Centennial Wealth Advisory
Michigan
$6.06M +$322K +1,529 +6%
BDF
3169
Black Diamond Financial
Maryland
$6.06M +$302K +1,434 +5%
PFA
3170
Plotkin Financial Advisors
Maryland
$6.06M -$344K -1,633 -5%
RDIA
3171
RE Dickinson Investment Advisors
Iowa
$6.05M -$215K -1,021 -3%
AA
3172
Addison Advisors
Vermont
$6.05M +$80.5K +382 +1%
ACP
3173
Aveo Capital Partners
Colorado
$6.05M -$1.5M -7,141 -20%
TA
3174
TFB Advisors
Kansas
$6.03M +$881K +4,181 +17%
PMA
3175
Prudent Man Advisors
Illinois
$6.03M +$204K +951 +3%
125 126
127
128 129