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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 %
JC
3276
JBF Capital
Colorado
$5.48M – – –
PWM
3277
Prosperity Wealth Management
California
$5.48M +$52.2K +248 +1%
SWP
3278
ShoreHaven Wealth Partners
New Jersey
$5.46M -$103K -487 -2%
AAM
3279
Austin Asset Management
Texas
$5.46M -$64.2K -305 -1%
RCWM
3280
Royal Capital Wealth Management
Indiana
$5.46M +$247K +1,174 +5%
HPM
3281
Hoxton Planning & Management
West Virginia
$5.46M -$137K -651 -2%
LCWP
3282
Legacy Capital Wealth Partners
Arkansas
$5.45M +$3.57M +16,971 +190%
EPW
3283
Evergreen Private Wealth
Colorado
$5.45M +$84.7K +402 +2%
RCM
3284
Raleigh Capital Management
North Carolina
$5.45M +$678K +3,218 +14%
PP
3285
PrairieView Partners
Minnesota
$5.45M +$198K +939 +4%
EGA
3286
E&G Advisors
Texas
$5.45M -$112K -534 -2%
MIC
3287
Maxi Investments CY
Cyprus
$5.45M +$3.62M +17,175 +198%
AIFAIM
3288
American Institute for Advanced Investment Management
Arizona
$5.43M -$35.8K -170 -0.7%
EB
3289
Emprise Bank
Kansas
$5.43M -$51.4K -244 -0.9%
TVAMP
3290
Tennessee Valley Asset Management Partners
Tennessee
$5.43M +$1.38M +6,541 +34%
TCM
3291
Tanaka Capital Management
New York
$5.42M -$93.7K -445 -2%
APM
3292
Advanced Portfolio Management
New York
$5.41M – – –
MCM
3293
Mendel Capital Management
Arkansas
$5.41M -$7.79K -37 -0.1%
MSCM
3294
McElhenny Sheffield Capital Management
Texas
$5.39M -$5.36M -24,977 -50%
SGCA
3295
Steel Grove Capital Advisors
Tennessee
$5.39M -$1.58M -7,500 -23%
MC
3296
Marest Capital
California
$5.39M +$6.53K +31 +0.1%
CAM
3297
Creekmur Asset Management
Illinois
$5.39M +$119K +564 +2%
AC
3298
Addison Capital
Pennsylvania
$5.39M -$370K -1,758 -6%
MCIA
3299
Mountain Capital Investment Advisors
Colorado
$5.38M -$3.75K -16 -0.1%
AIA
3300
Arbor Investment Advisors
North Carolina
$5.37M -$6.72M -31,922 -56%
130 131
132
133 134