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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 %
ADIM
3551
Alpha DNA Investment Management
Maryland
$4.31M +$1.43M +6,785 +50%
EA
3552
Emerald Advisors
Washington
$4.31M +$90.6K +430 +2%
PAM
3553
Paradigm Asset Management
New York
$4.31M -$442K -2,100 -9%
CIAS
3554
CBIZ Investment Advisory Services
Ohio
$4.3M +$357K +1,696 +9%
PBK
3555
Peoples Bank (Kansas)
Kansas
$4.3M -$75.8K -360 -2%
AWA
3556
ARQ Wealth Advisors
Arizona
$4.3M -$803K -3,812 -16%
RI
3557
Rinkey Investments
California
$4.3M +$131K +621 +3%
BBNB
3558
Baker Boyer National Bank
Washington
$4.29M -$289K -1,373 -6%
FCCM
3559
First City Capital Management
Georgia
$4.29M -$39.4K -187 -0.9%
PCMC
3560
Paragon Capital Management (Colorado)
Colorado
$4.28M -$195K -925 -4%
SCA
3561
Southern Capital Advisors
Tennessee
$4.28M -$144K -685 -3%
RWM
3562
Ruedi Wealth Management
Illinois
$4.27M +$47.8K +227 +1%
KCM
3563
Kendall Capital Management
Maryland
$4.26M +$6.32K +30 +0.1%
IFS
3564
Intelligent Financial Strategies
Minnesota
$4.25M +$211 +1 +0%
WH
3565
Willner & Heller
California
$4.24M -$45.3K -215 -1%
GWA
3566
GGM Wealth Advisors
Maryland
$4.24M -$3.4M -16,146 -45%
RSWA
3567
Robinson Smith Wealth Advisors
Maine
$4.23M +$671K +3,186 +19%
PAG
3568
Paladin Advisory Group
Iowa
$4.22M -$15.4K -71 -0.4%
MAM
3569
Mainsail Asset Management
Alabama
$4.22M +$1.9K +9 +0%
NNPTE
3570
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$4.22M +$1.95M +9,265 +86%
CGF
3571
Constant Guidance Financial
Massachusetts
$4.21M +$810K +3,844 +24%
VCMGDR
3572
Vinland Capital Management Gestora de Recursos
Brazil
$4.21M +$2.45M +11,629 +139%
WWM
3573
Wolff Wiese Magana
California
$4.2M -$215K -1,020 -5%
TW
3574
Towerpoint Wealth
California
$4.2M -$89.9K -427 -2%
DL
3575
DOHJ LLC
Washington
$4.19M +$109K +517 +3%
141 142
143
144 145