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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 %
SWP
3576
Summit Wealth Partners
Florida
$4.19M +$194K +920 +5%
FFA
3577
Florida Financial Advisors
Florida
$4.19M +$546K +2,594 +15%
CIA
3578
Cascade Investment Advisors
Oregon
$4.18M -$160K -760 -4%
FCM
3579
Fogel Capital Management
Florida
$4.18M -$16.4K -78 -0.4%
MAG
3580
MRA Advisory Group
New Jersey
$4.18M -$687K -3,263 -14%
MSWM
3581
McGlone Suttner Wealth Management
Wisconsin
$4.18M +$134K +698 +3%
PAWA
3582
Palo Alto Wealth Advisors
California
$4.17M -$138K -656 -3%
BCM
3583
Birmingham Capital Management
Alabama
$4.17M – – –
NIWA
3584
New Insight Wealth Advisors
California
$4.17M +$205K +971 +5%
DFG
3585
Dupree Financial Group
Kentucky
$4.16M -$170K -806 -4%
FS
3586
Ferguson Shapiro
Georgia
$4.16M -$136K -646 -3%
WIM
3587
Warwick Investment Management
Texas
$4.16M +$416K +1,977 +11%
NFA
3588
Northern Financial Advisors
Michigan
$4.15M -$135K -642 -3%
PFG
3589
PAX Financial Group
Texas
$4.15M +$1.16M +5,504 +39%
BBPWM
3590
Blue Bell Private Wealth Management
Pennsylvania
$4.14M +$19.8K +94 +0.5%
HWMG
3591
Hurlow Wealth Management Group
Indiana
$4.13M +$63.2K +300 +2%
BWM
3592
BCGM Wealth Management
Indiana
$4.13M -$28.6K -136 -0.7%
IWP
3593
Invenio Wealth Partners
Florida
$4.13M +$18.7K +89 +0.5%
UW
3594
Unique Wealth
Florida
$4.12M +$321K +1,526 +8%
ACGA
3595
Atlanta Consulting Group Advisors
Georgia
$4.12M +$14.7K +70 +0.4%
KCIC
3596
Kuhn & Co Investment Counsel
Illinois
$4.11M +$28.4K +135 +0.7%
SLT
3597
St Louis Trust
Missouri
$4.11M -$73.1K -348 -2%
GJIA
3598
Glass Jacobson Investment Advisors
Maryland
$4.11M +$39K +185 +1%
AWM
3599
Aspire Wealth Management
Massachusetts
$4.1M +$1.47K +7 +0%
T
3600
TCWP
Ohio
$4.09M +$8.85K +42 +0.2%
142 143
144
145 146