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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 %
MPCL
3201
My Personal CFO LLC
Washington
$5.9M +$37.7K +179 +0.6%
IGWM
3202
ICA Group Wealth Management
Colorado
$5.89M -$9.03M -42,878 -61%
CF
3203
Corrigan Financial
Rhode Island
$5.89M – – –
MAM
3204
MWA Asset Management
Massachusetts
$5.89M +$5.27K +25 +0.1%
WMG
3205
WESCAP Management Group
California
$5.88M +$116K +551 +2%
BOM
3206
Bank of Marin
California
$5.88M -$334K -1,584 -5%
MKC
3207
M. Kraus & Co
Vermont
$5.87M -$130K -616 -2%
TCM
3208
Tandem Capital Management
New Jersey
$5.87M -$83.5K -369 -1%
TCWM
3209
Total Clarity Wealth Management
Illinois
$5.87M -$364K -1,726 -6%
EDRIA
3210
Edmonds Duncan Registered Investment Advisors
Kansas
$5.86M -$19.2K -91 -0.3%
WW
3211
Westshore Wealth
California
$5.86M -$140K -664 -2%
LW
3212
Libra Wealth
California
$5.86M +$211K +1,001 +4%
RB
3213
Richmond Brothers
Michigan
$5.85M -$501K -2,381 -8%
IF
3214
Integrity Financial
Wyoming
$5.85M -$346K -1,645 -6%
ECM
3215
Exchange Capital Management
Michigan
$5.85M -$342K -1,626 -6%
SA
3216
SFI Advisors
New Jersey
$5.83M +$21.1K +100 +0.4%
SG
3217
Somerset Group
Minnesota
$5.82M +$133K +631 +2%
GHA
3218
Granite Harbor Advisors
Texas
$5.81M +$133K +630 +2%
PWSG
3219
Pacific Wealth Strategies Group
California
$5.81M -$460K -2,186 -7%
CWM
3220
Cahaba Wealth Management
Georgia
$5.81M -$235K -1,118 -4%
RCM
3221
Regency Capital Management
Hawaii
$5.8M -$931K -4,422 -14%
BVC
3222
Bright Valley Capital
Hong Kong
$5.79M +$5.79M +27,500 New
OCPWS
3223
One Charles Private Wealth Services
Massachusetts
$5.79M -$289K -1,370 -5%
HG
3224
Herbst Group
Connecticut
$5.79M -$2.11K -10 -0%
LA
3225
Lifeworks Advisors
Michigan
$5.78M +$626K +2,972 +12%
127 128
129
130 131