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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 %
AIA
3476
Angeles Investment Advisors
California
$4.64M +$2.04M +9,706 +79%
TWM
3477
TMD Wealth Management
Arizona
$4.63M -$462K -2,195 -9%
BCM
3478
Beck Capital Management
Texas
$4.62M +$870K +4,130 +23%
PCMC
3479
Planning Capital Management Corporation
Pennsylvania
$4.62M -$5.69K -27 -0.1%
SFB
3480
STAR Financial Bank
Indiana
$4.61M -$161K -764 -3%
FWM
3481
Fonville Wealth Management
Virginia
$4.61M +$493K +2,339 +12%
BSAM
3482
Blue Square Asset Management
New York
$4.61M +$592K +2,810 +15%
BWG
3483
Beta Wealth Group
California
$4.6M -$988K -4,689 -18%
FFP
3484
Forbes Financial Planning
Rhode Island
$4.6M -$174K -827 -4%
QT
3485
Quantbot Technologies
New York
$4.6M -$2.67M -12,662 -37%
BWM
3486
Birchcreek Wealth Management
Ohio
$4.58M -$300K -1,425 -6%
SHA
3487
Seneca House Advisors
Virginia
$4.58M -$105K -497 -2%
CWM
3488
Cranbrook Wealth Management
Michigan
$4.58M +$2.19M +10,419 +92%
SBF
3489
Sara-Bay Financial
Florida
$4.58M +$215K +1,021 +5%
JGIA
3490
Jackson Grant Investment Advisers
Connecticut
$4.58M +$496K +2,355 +12%
AWM
3491
Alterna Wealth Management
Texas
$4.56M +$284K +1,347 +7%
ICM
3492
Islay Capital Management
Texas
$4.55M +$26.7K +127 +0.6%
RMF
3493
Red Mountain Financial
Colorado
$4.55M +$4.55M +21,598 New
PBT
3494
Pictet Bank & Trust
Bahamas
$4.54M – – –
KIA
3495
Kraematon Investment Advisors
Massachusetts
$4.53M -$766K -3,636 -14%
FFC
3496
First Financial Corp
Indiana
$4.51M -$232K -1,102 -5%
FBC
3497
Fairfield, Bush & Co
Connecticut
$4.51M -$99.6K -473 -2%
BIA
3498
Benchmark Investment Advisors
Illinois
$4.49M -$3.54M -16,792 -44%
ML
3499
Mayport LLC
Massachusetts
$4.48M +$232K +1,100 +5%
LOIM
3500
Liberty One Investment Management
Illinois
$4.48M +$10.5K +50 +0.2%
138 139
140
141 142