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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 %
RCI
3426
RS Crum Inc
California
$4.84M +$1.76M +8,343 +57%
PHAM
3427
Palisades Hudson Asset Management
Florida
$4.84M -$145K -687 -3%
DF
3428
Dunhill Financial
United Kingdom
$4.83M -$281K -1,336 -6%
BWM
3429
BKM Wealth Management
Wisconsin
$4.83M -$4.65M -22,092 -49%
RP
3430
Raelipskie Partnership
Ontario, Canada
$4.82M +$71.6K +340 +2%
BA
3431
Bluesphere Advisors
Pennsylvania
$4.82M +$432K +2,050 +10%
FAFN
3432
First Affirmative Financial Network
Colorado
$4.81M +$173K +823 +4%
VAM
3433
Vienna Asset Management
California
$4.81M -$1.32M -6,282 -22%
OF
3434
Outfitter Financial
Maine
$4.8M -$29.5K -140 -0.6%
RAM
3435
Roanoke Asset Management
New Jersey
$4.79M -$85.3K -405 -2%
Fuller & Thaler Asset Management
3436
Fuller & Thaler Asset Management
California
$4.79M – – –
LGG
3437
Luts & Greenleigh Group
Maryland
$4.79M +$4.79M +22,728 New
AI
3438
AXS Investments
New York
$4.78M +$473K +2,246 +11%
SFG
3439
Synergy Financial Group
California
$4.78M +$269K +1,279 +6%
FNBSF
3440
First National Bank Sioux Falls
South Dakota
$4.77M – – –
MFA
3441
McClarren Financial Advisors
Pennsylvania
$4.76M -$16.8M -18,569 -78%
DMBA
3442
Deseret Mutual Benefit Administrators
Utah
$4.76M +$129K +611 +3%
CC
3443
Cadinha & Co
Hawaii
$4.76M -$608K -2,887 -11%
SAM
3444
S.A. Mason
Michigan
$4.76M +$115K +546 +2%
DWA
3445
Dougherty Wealth Advisers
Minnesota
$4.76M +$3.58K +17 +0.1%
V
3446
ValueWorks
New York
$4.76M +$29.5K +140 +0.6%
LP
3447
LGL Partners
Pennsylvania
$4.75M -$36.4K -173 -0.8%
FNWA
3448
Financial Network Wealth Advisors
Utah
$4.75M +$2.47M +11,380 +108%
SP
3449
Successful Portfolios
Florida
$4.75M -$70.6K -335 -1%
CWM
3450
Campbell Wealth Management
Virginia
$4.75M +$903K +4,289 +23%
136 137
138
139 140