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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 %
PFP
3176
Paragon Financial Partners
California
$6.03M +$2.53K +12 +0%
BC
3177
Bowman & Company
Wisconsin
$6.02M +$294K +1,394 +5%
SAI
3178
Savvy Advisors Inc
New York
$6.02M +$3.01M +14,304 +100%
SCM
3179
Sage Capital Management
New Jersey
$6.02M +$3.16K +15 +0.1%
CCP
3180
Clarity Capital Partners
California
$6.01M -$27K -128 -0.4%
CPCM
3181
Cardinal Point Capital Management
Ontario, Canada
$5.99M +$201K +955 +3%
TWM
3182
Triton Wealth Management
Arizona
$5.99M +$87.1K +387 +1%
RHP
3183
Royal Harbor Partners
Texas
$5.99M +$202K +961 +3%
BHWA
3184
Beacon Harbor Wealth Advisors
Virginia
$5.99M +$5.37M +25,485 +865%
BIA
3185
Bigelow Investment Advisors
Maine
$5.99M -$39.6K -188 -0.7%
BIA
3186
Bell Investment Advisors
California
$5.99M -$98.1K -466 -2%
CG
3187
Corundum Group
Colorado
$5.97M -$902K -4,281 -13%
FNBOH
3188
First National Bank of Hutchinson
Kansas
$5.97M -$200K -949 -3%
EA
3189
Emerald Advisers
Pennsylvania
$5.97M +$463K +2,198 +8%
RLWM
3190
RF&L Wealth Management
Massachusetts
$5.96M -$1.47M -7,000 -20%
CA
3191
Cortland Associates
Missouri
$5.96M +$107K +509 +2%
SAM
3192
Seelaus Asset Management
New Jersey
$5.95M -$644K -3,058 -10%
AA
3193
Argent Advisors
Louisiana
$5.94M – – –
WWC
3194
Waypoint Wealth Counsel
Georgia
$5.94M +$20K +95 +0.3%
LSA
3195
Lion Street Advisors
Texas
$5.93M -$90.4K -429 -1%
SPA
3196
Sentinel Pension Advisors
Massachusetts
$5.93M -$315K -1,494 -5%
WWM
3197
Wagner Wealth Management
South Carolina
$5.92M +$239K +1,135 +4%
AWMG
3198
Alliance Wealth Management Group
New Jersey
$5.91M -$429K -2,037 -7%
KWM
3199
Kolinsky Wealth Management
New Jersey
$5.9M +$366K +1,739 +7%
OQS
3200
Occudo Quantitative Strategies
Florida
$5.9M +$1.17M +5,550 +25%
126 127
128
129 130