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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 %
CFG
3251
Clayton Financial Group
Missouri
$5.61M +$69.1K +403 +1%
LAS
3252
LWM Advisory Services
Florida
$5.6M -$477K -2,264 -8%
CP
3253
Castleview Partners
Texas
$5.6M +$943K +4,479 +20%
UWPG
3254
Ullmann Wealth Partners Group
Florida
$5.6M +$484K +2,299 +9%
BSHC
3255
Breed's Hill Capital
Massachusetts
$5.59M +$56.9K +270 +1%
DAM
3256
Deltec Asset Management
New York
$5.59M +$319K +1,516 +6%
CWM
3257
Collaborative Wealth Management
Florida
$5.58M -$15.8K -75 -0.3%
VAF
3258
Values Added Financial
District of Columbia
$5.58M +$231K +1,098 +4%
GFWA
3259
Grey Fox Wealth Advisors
Delaware
$5.57M -$7.58K -36 -0.1%
AWM
3260
Affinity Wealth Management
Delaware
$5.56M +$203K +964 +4%
AWM
3261
Austin Wealth Management
Texas
$5.55M +$153K +672 +3%
TA
3262
TPG Advisors
Illinois
$5.54M +$5.54M +26,303 New
WFA
3263
WMG Financial Advisors
Tennessee
$5.54M +$693K +3,290 +14%
TBNY
3264
Trustco Bank (New York)
New York
$5.53M -$54.8K -260 -1%
MCM
3265
McRae Capital Management
New Jersey
$5.52M -$379K -1,800 -6%
MPW
3266
MGO Private Wealth
California
$5.52M -$115K -546 -2%
RFS
3267
Richardson Financial Services
Massachusetts
$5.52M -$156K -743 -3%
MIA
3268
MeadowBrook Investment Advisors
Michigan
$5.51M -$97.9K -465 -2%
NICM
3269
Neo Ivy Capital Management
New York
$5.51M +$5.51M +26,144 New
WFAG
3270
Worth Financial Advisory Group
North Carolina
$5.5M -$49.7K -236 -0.9%
CWM
3271
Certus Wealth Management
California
$5.5M – – –
NAMNJ
3272
NorthStar Asset Management (New Jersey)
New Jersey
$5.49M +$135K +642 +3%
GSWM
3273
Greenup Street Wealth Management
Michigan
$5.49M +$2.6M +12,362 +90%
SPWM
3274
Schrum Private Wealth Management
Florida
$5.49M -$127K -605 -2%
SWAG
3275
Spectrum Wealth Advisory Group
California
$5.48M +$45.1K +214 +0.8%
129 130
131
132 133