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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 %
DA
3676
DCF Advisers
Connecticut
$3.79M +$685K +3,250 +22%
RC
3677
Reik & Co
New York
$3.79M – – –
SWA
3678
Strata Wealth Advisors
Texas
$3.79M +$244K +1,157 +7%
CA
3679
Crane Advisory
California
$3.79M -$31.7K -140 -0.8%
PWMG
3680
Private Wealth Management Group
New Jersey
$3.78M -$282K -1,337 -7%
IA
3681
IMZ Advisory
Florida
$3.78M +$41.1K +195 +1%
OFG
3682
OmniStar Financial Group
North Carolina
$3.77M -$18.3K -87 -0.5%
WAOI
3683
Wealth Advisors of Iowa
Iowa
$3.77M -$96.3K -457 -2%
T
3684
Tidemark
California
$3.76M -$184K -875 -5%
DSCM
3685
Del-Sette Capital Management
New York
$3.76M +$2.54M +12,047 +207%
NC
3686
Napatree Capital
Rhode Island
$3.76M +$728K +3,455 +24%
MBI
3687
May Barnhard Investments
Maryland
$3.75M -$26.3K -125 -0.7%
HCM
3688
Hutner Capital Management
Vermont
$3.75M -$37.9K -180 -1%
FWMM
3689
Foundation Wealth Management (Missouri)
Missouri
$3.75M -$199K -946 -5%
FP
3690
Factorial Partners
New York
$3.75M -$316K -1,500 -8%
ECG
3691
EPIQ Capital Group
California
$3.74M +$1.81M +8,573 +93%
KOC
3692
Koss-Olinger Consulting
Florida
$3.74M -$3.05M -14,472 -45%
SIM
3693
Sterling Investment Management
Arizona
$3.74M -$183K -871 -5%
VAG
3694
VisionPoint Advisory Group
Texas
$3.74M +$578K +2,744 +18%
BMD
3695
Better Money Decisions
New Mexico
$3.72M -$119K -563 -3%
V
3696
ViaWealth
Kansas
$3.72M -$42.1K -200 -1%
MPAM
3697
Murphy Pohlad Asset Management
Minnesota
$3.71M -$421K -2,000 -10%
NCTC
3698
New Covenant Trust Company
Indiana
$3.71M -$125K -556 -3%
SAMT
3699
Select Asset Management & Trust
Pennsylvania
$3.71M -$33.3K -158 -0.9%
WCM
3700
Weaver Capital Management
Georgia
$3.71M -$23.8K -113 -0.6%
146 147
148
149 150