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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 %
KL
3351
KWMG LLC
Kansas
$5.17M +$2.93M +13,905 +131%
TIM
3352
Tevis Investment Management
Texas
$5.16M +$21.7K +103 +0.4%
RA
3353
Rockingstone Advisors
Massachusetts
$5.16M +$89.1K +423 +2%
GITFIT
3354
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$5.16M +$243K +1,155 +5%
RWI
3355
Red Wave Investments
Pennsylvania
$5.15M -$127K -603 -2%
FFG
3356
Fortem Financial Group
California
$5.15M -$107K -507 -2%
PA
3357
PFW Advisors
Georgia
$5.15M -$78.6K -373 -2%
TA
3358
Tectonic Advisors
Texas
$5.14M +$103K +490 +2%
DFO
3359
Duquesne Family Office
New York
$5.14M -$19M -90,300 -79%
E3F
3360
Eight 31 Financial
Texas
$5.13M -$130K -615 -2%
BA
3361
Bellwether Advisors
Nebraska
$5.13M +$4.08M +19,352 +387%
OWA
3362
Outlook Wealth Advisors
Texas
$5.13M +$248K +1,178 +5%
MWM
3363
Melfa Wealth Management
Massachusetts
$5.13M -$77.5K -368 -1%
Dodge & Cox
3364
Dodge & Cox
California
$5.12M -$8K -38 -0.2%
LWAM
3365
Legacy Wealth Asset Management
Minnesota
$5.12M +$123K +584 +2%
KWM
3366
KFG Wealth Management
Indiana
$5.11M +$64.2K +305 +1%
MW
3367
Maia Wealth
Colorado
$5.11M +$5.11M +21,782 New
PFA
3368
Pathway Financial Advisers
Indiana
$5.1M +$64.1K +306 +1%
CMTU
3369
Capital Markets Trading (UK)
United Kingdom
$5.1M +$450K +2,138 +10%
TW
3370
Traveka Wealth
California
$5.09M +$220K +1,044 +5%
SLC
3371
Second Line Capital
Louisiana
$5.09M +$270K +1,284 +6%
Parallax Volatility Advisers
3372
Parallax Volatility Advisers
California
$5.09M -$74.2M -352,206 -94%
AC
3373
Annandale Capital
Texas
$5.08M +$43K +204 +0.9%
CA
3374
Carson Advisory
Georgia
$5.07M +$86.1K +409 +2%
EWS
3375
Evergreen Wealth Solutions
Pennsylvania
$5.07M -$296K -1,407 -6%
133 134
135
136 137