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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 %
WFM
3601
Wolff Financial Management
Michigan
$4.08M +$211 +1 +0%
SA
3602
Shilanski & Associates
Alaska
$4.06M -$318K -1,509 -7%
SSW
3603
Stone Summit Wealth
Florida
$4.06M -$22.7K -108 -0.6%
HFM
3604
Hartford Funds Management
Pennsylvania
$4.06M +$575K +2,730 +17%
GAM
3605
GEM Asset Management
Michigan
$4.05M +$99.2K +471 +3%
DWA
3606
Delap Wealth Advisory
Oregon
$4.05M -$5.57M -26,442 -58%
BWCS
3607
Beirne Wealth Consulting Services
Connecticut
$4.05M – – –
WAM
3608
Worth Asset Management
Texas
$4.04M +$30.1K +143 +0.8%
EPA
3609
Element Pointe Advisors
Florida
$4.04M -$129K -613 -3%
AGA
3610
Accuvest Global Advisors
Utah
$4.03M +$2.43M +11,560 +152%
LA
3611
Lane & Associates
New Jersey
$4.03M +$27K +128 +0.7%
CWM
3612
Cahill Wealth Management
Michigan
$4.02M +$60.6K +288 +2%
CW
3613
Cook Wealth
North Carolina
$4.02M +$2.32M +10,672 +136%
MCWA
3614
Meadow Creek Wealth Advisors
Georgia
$4.02M -$1.96M -9,291 -33%
CWA
3615
CJM Wealth Advisers
Virginia
$4.02M -$434 -2 -0%
NI
3616
NCP Inc
California
$4.01M -$49.3K -234 -1%
FC
3617
FCA Corp
Texas
$4.01M -$1.26K -6 -0%
SFA
3618
Source Financial Advisors
New York
$4.01M -$58.8K -279 -1%
SEC
3619
Seven Eight Capital
New York
$4.01M -$330K -1,568 -8%
TPWM
3620
Twelve Points Wealth Management
Massachusetts
$4.01M +$2.3M +10,911 +134%
SPW
3621
Surience Private Wealth
Washington
$4.01M +$4.01M +19,019 New
FIM
3622
FWL Investment Management
Texas
$4.01M +$79.6K +378 +2%
FCMA
3623
Foresight Capital Management Advisors
Michigan
$4M +$11.6K +55 +0.3%
SI
3624
Seeds Investor
New York
$4M +$904K +4,292 +29%
CPG
3625
Cornerstone Planning Group
New Jersey
$4M +$530K +2,531 +15%
143 144
145
146 147