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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 %
CCMI
3301
Creative Capital Management Investments
California
$5.37M -$46.3K -220 -0.9%
WAG
3302
Wiser Advisor Group
Arizona
$5.37M -$97.9K -465 -2%
RF
3303
Robbins Farley
New Hampshire
$5.36M +$93.1K +442 +2%
HCM
3304
Hengehold Capital Management
Ohio
$5.36M -$42.8K -203 -0.8%
MA
3305
MBA Advisors
Pennsylvania
$5.35M -$141K -668 -3%
SWG
3306
Summit Wealth Group
Vermont
$5.35M -$2.81M -13,340 -34%
IPW
3307
IronBridge Private Wealth
Texas
$5.35M +$11.4K +54 +0.2%
CPA
3308
Court Place Advisors
Maryland
$5.33M +$33.1K +157 +0.6%
IIA
3309
ICW Investment Advisors
Arizona
$5.33M -$96.5K -458 -2%
CCM
3310
Connective Capital Management
California
$5.33M -$434K -2,061 -8%
AGAM
3311
Audent Global Asset Management
California
$5.33M -$749K -3,556 -12%
PRA
3312
Pine Ridge Advisers
New York
$5.31M -$2.11M -10,030 -28%
EIA
3313
Eldridge Investment Advisors
New Hampshire
$5.31M +$183K +871 +4%
SFG
3314
Sunburst Financial Group
Alabama
$5.31M -$2.53K -12 -0%
LC
3315
Legacy CG
Texas
$5.31M +$352K +1,670 +7%
ARG
3316
Advisory Resource Group
Oklahoma
$5.29M +$944K +4,480 +22%
HP
3317
Hyperion Partners
Pennsylvania
$5.29M -$88.9K -422 -2%
SL
3318
Sentinus LLC
Illinois
$5.28M +$239K +1,133 +5%
CST
3319
Charles Schwab Trust
Nevada
$5.28M +$230K +1,091 +5%
MPIA
3320
Mountain Pacific Investment Advisers
Idaho
$5.27M -$149K -708 -3%
EFP
3321
Elser Financial Planning
Indiana
$5.27M +$5.27M +25,025 New
FWP
3322
Firethorn Wealth Partners
Georgia
$5.27M +$7.58K +36 +0.1%
GSIS
3323
Global Strategic Investment Solutions
Arizona
$5.27M -$353K -1,678 -6%
MCM
3324
Maytus Capital Management
New York
$5.27M -$4.21M -20,000 -44%
AOI
3325
Auto-Owners Insurance
Michigan
$5.27M – – –
131 132
133
134 135