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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 %
PFA
3501
Pathway Financial Advisors
Vermont
$4.47M +$21.9K +104 +0.5%
CI
3502
Cavalier Investments
Georgia
$4.47M +$131K +620 +3%
MPPLM
3503
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.47M +$439K +2,083 +11%
ACM
3504
Arcataur Capital Management
Wisconsin
$4.47M -$5.27K -25 -0.1%
APC
3505
Aspire Private Capital
North Carolina
$4.47M -$132K -627 -3%
DA
3506
Detalus Advisors
Missouri
$4.47M +$71.4K +339 +2%
OLVIG
3507
Oliver Lagore Vanvalin Investment Group
Michigan
$4.46M -$145K -687 -3%
SFFS
3508
Stonehage Fleming Financial Services
Jersey
$4.46M +$4.46M +21,168 New
FH
3509
FWG Holdings
Florida
$4.46M +$92.9K +413 +2%
CIA
3510
Compass Ion Advisors
Pennsylvania
$4.45M – – –
RIS
3511
Retirement Income Solutions
Michigan
$4.45M +$268K +1,272 +6%
SA
3512
SAM Advisors
California
$4.45M +$36.6K +174 +0.8%
FAM
3513
Family Asset Management
South Carolina
$4.45M -$7.37K -35 -0.2%
TFA
3514
Tobias Financial Advisors
Florida
$4.44M +$137K +650 +3%
HOWA
3515
Heritage Oak Wealth Advisors
Florida
$4.44M +$4.44M +21,091 New
PFM
3516
Phillips Financial Management
Indiana
$4.44M +$245K +1,164 +6%
CCA
3517
Catalyst Capital Advisors
New York
$4.44M +$110K +524 +3%
WCM
3518
Winthrop Capital Management
Indiana
$4.44M +$29.3K +139 +0.7%
JWWM
3519
Johnson & White Wealth Management
Pennsylvania
$4.43M +$246K +1,170 +6%
CH
3520
Canton Hathaway
Rhode Island
$4.43M -$1.3M -6,149 -23%
MGAM
3521
McGowan Group Asset Management
Texas
$4.43M -$27K -128 -0.6%
DAC
3522
Dividend Assets Capital
South Carolina
$4.42M – – –
I
3523
IMPACTfolio
Colorado
$4.42M -$1.05K -5 -0%
HWM
3524
HRC Wealth Management
Idaho
$4.41M -$31K -147 -0.7%
BFA
3525
Brown Financial Advisors
Ohio
$4.41M +$4.41M +20,915 New
139 140
141
142 143