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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 %
MMHP
3526
Murphy Middleton Hinkle & Parker
Georgia
$4.4M -$32.6K -155 -0.7%
EWA
3527
ERTS Wealth Advisors
Michigan
$4.4M -$147K -699 -3%
UL
3528
Unionview LLC
Washington
$4.4M -$42.5K -202 -1%
GFG
3529
Goldstone Financial Group
Illinois
$4.39M +$524K +2,486 +14%
IWN
3530
Independent Wealth Network
Iowa
$4.39M +$35.8K +170 +0.8%
ACA
3531
Aspire Capital Advisors
Washington
$4.39M -$10.1K -48 -0.2%
MLA
3532
MB, Levis & Associates
Pennsylvania
$4.38M -$14.7K -70 -0.3%
WF
3533
Whelan Financial
California
$4.38M -$28.4K -135 -0.6%
LGW
3534
Leslie Global Wealth
Illinois
$4.38M +$4.38M +20,788 New
T
3535
TNF
Montana
$4.38M -$27.8K -127 -0.6%
WP
3536
Wealthspan Partners
Iowa
$4.37M -$27.4K -130 -0.6%
BMM
3537
Berkshire Money Management
Massachusetts
$4.37M -$1.24M -5,904 -22%
KA
3538
Kearns & Associates
California
$4.37M – – –
PHIMC
3539
Private Harbour Investment Management & Counsel
Ohio
$4.36M -$20.9K -99 -0.5%
IP
3540
Intellectus Partners
California
$4.36M -$289K -1,373 -6%
RL
3541
Rogco LP
Oklahoma
$4.36M -$297K -1,412 -6%
SA
3542
Sicart Associates
New York
$4.35M -$913K -4,335 -17%
GFA
3543
Gallagher Fiduciary Advisors
Illinois
$4.33M -$160K -761 -4%
TCM
3544
TD Capital Management
Tennessee
$4.33M -$191K -906 -4%
BCM
3545
Brasada Capital Management
Texas
$4.33M +$318K +1,399 +8%
BWA
3546
BlueChip Wealth Advisors
Georgia
$4.33M +$48.7K +231 +1%
AWM
3547
AAF Wealth Management
Massachusetts
$4.33M -$138K -657 -3%
JFG
3548
JDM Financial Group
Texas
$4.33M +$5.06K +24 +0.1%
EWM
3549
Elevatus Welath Management
New York
$4.32M -$122K -578 -3%
LKIM
3550
Lawson Kroeker Investment Management
Nebraska
$4.32M +$842 +4 +0%
140 141
142
143 144