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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 %
VIA
3376
Vickerman Investment Advisors
Washington
$5.06M -$266K -1,263 -5%
FFA
3377
Fortune Financial Advisors
Kansas
$5.06M +$16.9K +80 +0.3%
CIC
3378
Cutler Investment Counsel
Oregon
$5.06M -$28.4K -135 -0.6%
BHWM
3379
Beaird Harris Wealth Management
Texas
$5.05M +$320K +1,521 +7%
VP
3380
Verum Partners
North Carolina
$5.05M +$117K +557 +2%
Betterment LLC
3381
Betterment LLC
New York
$5.05M +$283K +1,342 +6%
SWM
3382
Salvus Wealth Management
New Jersey
$5.04M +$661K +3,137 +15%
HA
3383
Hofer & Associates
California
$5.04M +$28.2K +134 +0.6%
CWM
3384
Castle Wealth Management
Florida
$5.03M -$21.5K -102 -0.4%
FAP
3385
Financial Advisory Partners
Florida
$5.03M -$165K -783 -3%
PWM
3386
Peterson Wealth Management
Nevada
$5.03M +$79.8K +379 +2%
LI
3387
LVZ Inc
Michigan
$5.03M +$892K +4,234 +22%
SWM
3388
Selective Wealth Management
Virginia
$5.03M -$170K -745 -3%
RC
3389
Rovin Capital
Arizona
$5.03M +$145K +690 +3%
CP
3390
Capital Planning
Washington
$5.03M +$1.05K +5 +0%
MWM
3391
Mascoma Wealth Management
New Hampshire
$5.03M -$55.2K -262 -1%
IA
3392
IAM Advisory
Pennsylvania
$5.02M -$9.06K -43 -0.2%
DJYG
3393
David J. Yvars Group
Florida
$5.02M -$222K -1,052 -4%
MFG
3394
Mosaic Financial Group
Illinois
$5M +$289K +1,373 +6%
OWG
3395
Oxford Wealth Group
Florida
$4.99M +$843K +4,003 +20%
AIP
3396
Almanack Investment Partners
Pennsylvania
$4.98M -$55.6K -264 -1%
FMP
3397
Financial Management Professionals
Texas
$4.96M -$182K -862 -4%
AAP
3398
Ardsley Advisory Partners
Connecticut
$4.95M -$316K -1,500 -6%
IIM
3399
InTrack Investment Management
Vermont
$4.94M -$141K -669 -3%
PIAS
3400
PCA Investment Advisory Services
Ohio
$4.94M +$81.3K +386 +2%
134 135
136
137 138