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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 %
WAM
3451
Walker Asset Management
Missouri
$4.75M -$8K -38 -0.2%
LAM
3452
Lakewood Asset Management
Illinois
$4.74M -$18.3K -87 -0.4%
HIM
3453
Hillsdale Investment Management
Ontario, Canada
$4.73M +$31.6K +150 +0.7%
OAJ
3454
Ogorek Anthony Joseph
New York
$4.73M -$9.48K -45 -0.2%
WCM
3455
Windsor Capital Management
Arizona
$4.73M +$8.43K +40 +0.2%
CSWM
3456
Cassady Schiller Wealth Management
Ohio
$4.73M -$54.6K -259 -1%
HWA
3457
Heartwood Wealth Advisors
Virginia
$4.72M +$1.92M +9,096 +68%
MWM
3458
Massachusetts Wealth Management
Massachusetts
$4.72M +$63.6K +302 +1%
WKSWA
3459
White Knight Strategic Wealth Advisors
New Jersey
$4.72M +$14.7K +70 +0.3%
ACA
3460
American Capital Advisory
Idaho
$4.72M +$394K +2,046 +9%
DWM
3461
Dechtman Wealth Management
Colorado
$4.71M -$1.77M -8,383 -27%
FCFC
3462
First Citizens Financial Corp
Iowa
$4.71M -$19K -90 -0.4%
PC
3463
Peavine Capital
Nevada
$4.71M – – –
SL
3464
Summitry LLC
California
$4.71M +$153K +725 +3%
CIC
3465
Cornercap Investment Counsel
Georgia
$4.69M -$120K -569 -2%
VCM
3466
Versant Capital Management
Arizona
$4.68M +$1.04M +4,938 +29%
DCM
3467
Driehaus Capital Management
Illinois
$4.68M +$2.52M +11,949 +116%
PWA
3468
Primoris Wealth Advisors
Florida
$4.67M -$586K -2,783 -11%
WWM
3469
Whalen Wealth Management
Nevada
$4.67M +$2.22M +10,561 +91%
PAM
3470
Pinpoint Asset Management
Hong Kong
$4.67M +$4.67M +22,149 New
AFA
3471
AA Financial Advisors
Ohio
$4.65M +$213K +1,012 +5%
NA
3472
Nottingham Advisors
New York
$4.65M +$892K +4,237 +24%
PCS
3473
Private Client Services
Kentucky
$4.65M -$38.5K -183 -0.8%
UCB
3474
United Community Bank
South Carolina
$4.65M +$2.05M +9,711 +79%
BMA
3475
Brooks Moore & Associates
Tennessee
$4.64M – – –
137 138
139
140 141