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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 %
AIA
3751
Affinity Investment Advisors
California
$3.54M -$24.2K -115 -0.7%
IAMOG
3752
Investors Asset Management of Georgia
Georgia
$3.54M – – –
WA
3753
Wealthstream Advisors
New York
$3.53M +$228K +1,083 +7%
KFS
3754
Kelly Financial Services
Massachusetts
$3.53M +$48.7K +231 +1%
DFS
3755
Dixon Fnancial Services
California
$3.53M +$211 +1 +0%
JTWM
3756
Jackson Thornton Wealth Management
Alabama
$3.53M -$5.9K -28 -0.2%
JIC
3757
JRM Investment Counsel
Nebraska
$3.53M – – –
SM
3758
Sensible Money
Arizona
$3.53M -$48.4K -230 -1%
TAM
3759
Tucker Asset Management
Colorado
$3.53M -$9.48K -45 -0.3%
OCG
3760
Opus Capital Group
Ohio
$3.52M -$27.6K -131 -0.8%
CMANY
3761
Capital Management Associates (New York)
New York
$3.52M -$23K -109 -0.6%
DF
3762
Donoghue Forlines
Massachusetts
$3.52M -$635K -3,015 -15%
PS
3763
Planned Solutions
California
$3.51M -$41.7K -198 -1%
EP
3764
EPIQ Partners
Minnesota
$3.5M -$115K -548 -3%
O3W
3765
Omni 360 Wealth
New Jersey
$3.5M +$66.8K +317 +2%
BFA
3766
Bright Financial Advisors
Michigan
$3.5M +$13.3K +63 +0.4%
IWS
3767
Integrity Wealth Solutions
Colorado
$3.5M -$641K -3,043 -15%
WPW
3768
Watershed Private Wealth
Illinois
$3.49M -$550K -2,609 -14%
CFS
3769
Commonwealth Financial Services
West Virginia
$3.49M -$1.82K -8 -0.1%
DCM
3770
Davidson Capital Management
Texas
$3.49M +$405K +1,922 +13%
AW
3771
Apricus Wealth
South Carolina
$3.49M -$218K -1,035 -6%
HI
3772
Human Investing
Oregon
$3.48M -$255K -1,213 -7%
CBC
3773
Coombe, Bender & Co
New York
$3.48M -$390K -1,853 -10%
RS
3774
Rakuten Securities
Japan
$3.48M -$416K -1,976 -11%
4WM
3775
4J Wealth Management
Virginia
$3.48M -$10.1K -48 -0.3%
149 150
151
152 153