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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 %
AWC
3401
Adamsbrown Wealth Consultants
Kansas
$4.93M +$105K +499 +2%
NWWA
3402
New Wave Wealth Advisors
Arkansas
$4.91M +$4.91M +23,334 New
MWPCG
3403
Measured Wealth Private Client Group
New Hampshire
$4.91M -$8.21K -39 -0.2%
SW
3404
Signify Wealth
Missouri
$4.91M +$35.2K +167 +0.7%
SC
3405
Seldon Capital
California
$4.9M – – –
LFS
3406
Leibman Financial Services
Nebraska
$4.9M +$129K +614 +3%
HS
3407
Horan Securities
United States
$4.89M +$7.79K +37 +0.2%
RA
3408
Rational Advisors
New York
$4.88M +$3.15M +14,965 +182%
GC
3409
Gould Capital
Washington
$4.87M +$13.9K +66 +0.3%
FA
3410
Fiducient Advisors
Illinois
$4.87M +$231K +1,096 +5%
NWA
3411
New World Advisors
Massachusetts
$4.87M -$131K -623 -3%
SA
3412
Skyline Advisors
Washington
$4.87M -$428K -2,032 -8%
APS
3413
American Planning Services
Florida
$4.87M +$2.54M +12,064 +109%
CFG
3414
Carr Financial Group
Massachusetts
$4.87M -$770K -3,656 -14%
TC
3415
TAP Consulting
Missouri
$4.87M +$136K +645 +3%
CFA
3416
Camarda Financial Advisors
Florida
$4.85M +$2.44M +11,597 +101%
SWRP
3417
Summit Wealth & Retirement Planning
California
$4.85M -$46.3K -220 -0.9%
USB
3418
Union Savings Bank
Connecticut
$4.85M -$242K -1,147 -5%
EL
3419
EWA LLC
Pennsylvania
$4.85M +$594K +2,641 +14%
BFAG
3420
Blackston Financial Advisory Group
Florida
$4.85M +$1.53M +7,270 +46%
RGF
3421
Retirement Guys Formula
Ohio
$4.85M -$657K -3,119 -12%
DCM
3422
Dimension Capital Management
Florida
$4.84M -$513K -2,437 -10%
VFM
3423
Viking Fund Management
North Dakota
$4.84M – – –
RWPA
3424
Richard W. Paul & Associates
Michigan
$4.84M +$76.9K +365 +2%
RPSA
3425
Richard P. Slaughter Associates
Texas
$4.84M -$844K -4,006 -15%
135 136
137
138 139