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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 %
VAM
3326
Valliance Asset Management
Hong Kong
$5.27M +$5.27M +25,000 New
TC
3327
TwinBeech Capital
New York
$5.26M -$69.9M -331,816 -93%
DIP
3328
Davis Investment Partners
North Carolina
$5.26M -$58.6K -254 -1%
DPI
3329
Diversified Portfolios Inc
Michigan
$5.26M -$110K -523 -2%
HIM
3330
Herald Investment Management
United Kingdom
$5.26M – – –
CFP
3331
Curran Financial Partners
South Carolina
$5.25M +$17.5K +83 +0.3%
FC
3332
Fairscale Capital
New Hampshire
$5.25M +$5.25M +22,360 New
LIA
3333
Lynx Investment Advisory
District of Columbia
$5.24M +$5.24M +24,885 New
W
3334
WPWealth
Texas
$5.24M +$23.6K +112 +0.5%
VWM
3335
VCI Wealth Management
Missouri
$5.24M +$2.78M +13,217 +113%
FA
3336
Financial Advisors
Massachusetts
$5.24M -$27.2K -129 -0.5%
GM
3337
Granger Management
New York
$5.23M +$61.5K +292 +1%
DA
3338
Doliver Advisors
Texas
$5.23M -$179K -852 -3%
FWS
3339
FinDec Wealth Services
California
$5.23M -$203K -963 -4%
PHWM
3340
Pine Harbor Wealth Management
Maryland
$5.22M +$191K +906 +4%
HWMC
3341
Heritage Wealth Management (California)
California
$5.22M -$37.1K -176 -0.7%
FCG
3342
Financial Connections Group
California
$5.21M -$217K -1,030 -4%
PA
3343
Parkside Advisors
California
$5.2M -$3.99M -18,943 -43%
CS
3344
Crescent Sterling
Louisiana
$5.2M -$128K -610 -2%
CFAM
3345
Center For Asset Management
Florida
$5.2M +$247K +1,175 +5%
PPC
3346
Park Place Capital
Alabama
$5.19M -$178K -844 -3%
SC
3347
Sykon Capital
New York
$5.19M +$1.53M +7,253 +42%
WPA
3348
West Paces Advisors
Georgia
$5.18M -$143K -678 -3%
WIC
3349
Wilkins Investment Counsel
Massachusetts
$5.17M +$85.3K +405 +2%
EWM
3350
Elmwood Wealth Management
California
$5.17M -$190K -900 -4%
132 133
134
135 136