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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 %
EHWM
3776
Eads & Heald Wealth Management
Georgia
$3.47M -$130K -618 -4%
HCM
3777
Howard Capital Management
Georgia
$3.46M +$20K +95 +0.6%
AA
3778
Acorns Advisers
California
$3.46M +$747K +3,545 +28%
HHGA
3779
Halbert Hargrove Global Advisors
California
$3.46M -$112K -531 -3%
MCC
3780
Malaga Cove Capital
California
$3.46M -$1.05K -5 -0%
AWM
3781
AllSquare Wealth Management
New York
$3.46M -$79.6K -378 -2%
CFO
3782
Collective Family Office
Pennsylvania
$3.45M +$358K +1,700 +12%
IRC
3783
Investors Research Corp
Georgia
$3.45M -$63.2K -300 -2%
GIM
3784
Guild Investment Management
California
$3.45M -$35.8K -170 -1%
MPCG
3785
Matrix Private Capital Group
New York
$3.44M +$63K +299 +2%
W
3786
WorthPointe
California
$3.43M -$3.58K -17 -0.1%
WFO
3787
Wealthgate Family Office
Colorado
$3.43M +$147K +698 +4%
CP
3788
Covenant Partners
Tennessee
$3.42M +$78.8K +374 +2%
HGA
3789
Hobbs Group Advisors
South Carolina
$3.42M +$3.42M +16,225 New
BCP
3790
Berkeley Capital Partners
Georgia
$3.42M +$303K +1,440 +10%
VWMG
3791
Virginia Wealth Management Group
Virginia
$3.4M -$15.2K -72 -0.4%
CFG
3792
CKW Financial Group
Hawaii
$3.4M -$4.77K -22 -0.1%
KL
3793
KilterHowling LLC
Colorado
$3.39M +$20.2K +96 +0.6%
TF
3794
TLWM Financial
Texas
$3.39M +$80.2K +381 +2%
MAG
3795
M3 Advisory Group
Massachusetts
$3.39M +$438K +2,081 +15%
SCP
3796
Stamos Capital Partners
California
$3.39M +$274K +1,300 +9%
WWM
3797
WJ Wealth Management
Arizona
$3.39M +$337K +1,600 +11%
ECM
3798
Elgethun Capital Management
South Dakota
$3.38M -$63K -299 -2%
ACP
3799
Arcus Capital Partners
Georgia
$3.38M +$134K +636 +4%
JWBC
3800
John W. Brooker & Co
California
$3.37M +$35.2K +167 +1%
150 151
152
153 154