AAPL icon

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 %
FBT
3801
First Bank & Trust
South Dakota
$3.37M -$104K -493 -3%
VBWMG
3802
Von Berge Wealth Management Group
California
$3.36M +$33.6K +155 +1%
SA
3803
Scarborough Advisors
Maryland
$3.36M +$94.8K +450 +3%
BF
3804
Brogan Financial
Tennessee
$3.36M +$158K +748 +5%
FWA
3805
FOCUS Wealth Advisors
Texas
$3.36M +$213K +1,011 +7%
CFO
3806
Custos Family Office
Texas
$3.36M +$62.8K +298 +2%
LWA
3807
Ledgewood Wealth Advisors
New Hampshire
$3.34M +$211 +1 +0%
CCM
3808
Cox Capital Management
Massachusetts
$3.33M -$143K -680 -4%
SI
3809
Scharf Investments
California
$3.33M -$120K -572 -3%
HWMA
3810
Heritage Wealth Management (Arizona)
Arizona
$3.33M -$253K -1,199 -7%
HFO
3811
Heritage Family Offices
Arizona
$3.33M +$3.33M +15,814 New
RRWA
3812
Rainey & Randall Wealth Advisors
Florida
$3.32M -$992K -4,711 -23%
SIM
3813
SSI Investment Management
California
$3.32M -$3.37K -16 -0.1%
PCM
3814
Pointe Capital Management
Michigan
$3.31M +$40.7K +193 +1%
HIM
3815
Hanlon Investment Management
New Jersey
$3.31M +$745K +3,537 +29%
LSWM
3816
Lorne Steinberg Wealth Management
Canada
$3.31M -$427K -2,028 -11%
MCI
3817
MRP Capital Investments
Georgia
$3.31M -$678K -3,220 -17%
KS
3818
Karpas Strategies
Connecticut
$3.3M -$22.1K -105 -0.7%
CS
3819
Capital Square
Tennessee
$3.3M +$7.84K +35 +0.2%
PH
3820
Pinnacle Holdings
Oklahoma
$3.29M -$28.4K -135 -0.9%
TCM
3821
Triumph Capital Management
Colorado
$3.29M +$391K +1,855 +13%
BG
3822
Bollard Group
Massachusetts
$3.27M +$4.21K +20 +0.1%
AL
3823
ADE LLC
Maryland
$3.27M +$76K +361 +2%
AHL
3824
Abel Hall LLC
Louisiana
$3.27M -$11.4K -54 -0.3%
LWM
3825
Lionsbridge Wealth Management
Florida
$3.26M +$4K +19 +0.1%
151 152
153
154 155