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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 %
CG
3226
Cynosure Group
Utah
$5.77M +$229K +1,086 +4%
GDP
3227
Great Diamond Partners
Maine
$5.77M -$334K -1,588 -5%
MS
3228
Marshall & Sullivan
Washington
$5.76M -$25.1K -119 -0.4%
RIM
3229
RW Investment Management
Idaho
$5.76M -$425K -2,020 -7%
APF
3230
Alaska Permanent Fund
Alaska
$5.75M -$49.1K -221 -0.8%
FW
3231
FullCircle Wealth
Texas
$5.74M +$5.74M +26,285 New
AIC
3232
Argus Investors Counsel
New York
$5.71M -$64.9K -308 -1%
PWP
3233
Pursue Wealth Partners
California
$5.71M +$221K +1,049 +4%
NRC
3234
New Republic Capital
North Carolina
$5.71M +$790K +3,752 +16%
PFA
3235
Pinnacle Family Advisors
Missouri
$5.7M -$52.9K -251 -0.9%
BCFS
3236
Butensky & Cohen Financial Security
Florida
$5.7M +$26.3K +125 +0.5%
MCM
3237
Magnolia Capital Management
New York
$5.69M +$55.8K +265 +1%
DI
3238
DDFG Inc
California
$5.69M +$16.6K +79 +0.3%
DCM
3239
Deuterium Capital Management
Florida
$5.69M -$3.79M -18,000 -40%
AWA
3240
Archvest Wealth Advisors
California
$5.68M -$31K -143 -0.5%
SFC
3241
SYM Financial Corp
Indiana
$5.67M +$1.28M +6,060 +29%
BDL
3242
Bey-Douglas LLC
Georgia
$5.67M -$381K -1,808 -6%
RMC
3243
Regis Management Company
California
$5.67M – – –
PCM
3244
Prelude Capital Management
New York
$5.66M +$2.53M +12,011 +81%
SFWC
3245
Strategic Family Wealth Counselors
New Jersey
$5.65M -$29.3K -139 -0.5%
GF
3246
Gries Financial
Ohio
$5.65M -$6.48M -30,789 -53%
BAM
3247
Bosun Asset Management
Illinois
$5.64M -$828K -3,929 -13%
HC
3248
Hamilton Capital
Ohio
$5.64M -$10.3K -49 -0.2%
RI
3249
Redwood Investments
Massachusetts
$5.62M -$1.49M -8,206 -21%
WOC
3250
West Oak Capital
California
$5.62M -$139K -660 -2%
128 129
130
131 132