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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 %
FCM
3826
Fourpath Capital Management
Oklahoma
$3.26M -$83.6K -397 -3%
AWA
3827
Aletheian Wealth Advisors
Washington
$3.25M -$2.39M -11,338 -42%
WAM
3828
Werlinich Asset Management
Connecticut
$3.24M -$18.2K -85 -0.6%
TI
3829
Truepoint Inc
Ohio
$3.24M -$89.1K -423 -3%
PIA
3830
Powell Investment Advisors
Florida
$3.24M +$103K +487 +3%
WMWM
3831
Whitaker-Myers Wealth Managers
Ohio
$3.24M +$270K +1,284 +9%
GSAM
3832
Grant Street Asset Management
Pennsylvania
$3.24M +$29.5K +140 +0.9%
FAM
3833
Flaharty Asset Management
Florida
$3.24M -$190K -901 -6%
SOW
3834
State of Wyoming
Wyoming
$3.23M -$3.5M -16,603 -52%
M
3835
MYeCFO
California
$3.23M – – –
NQWM
3836
Northwest Quadrant Wealth Management
Oregon
$3.23M -$219K -1,042 -6%
BDWCC
3837
B&D White Capital Company
Texas
$3.23M -$57.2M -271,610 -95%
EE
3838
EWG Elevate
California
$3.23M +$463K +2,199 +17%
RA
3839
Riverstone Advisors
Texas
$3.23M +$72.5K +344 +2%
HWP
3840
Heritage Wealth Partners
Ohio
$3.23M -$131K -621 -4%
SFP
3841
Sterling Financial Planning
New Jersey
$3.22M +$19.8K +94 +0.6%
RFP
3842
RCS Financial Planning
Maryland
$3.22M – – –
AP
3843
Arlington Partners
Alabama
$3.22M -$150K -712 -4%
SG
3844
Sharper & Granite
California
$3.21M +$43.4K +206 +1%
DWM
3845
Dopkins Wealth Management
New York
$3.21M +$63.6K +302 +2%
E
3846
ETFidea
New York
$3.21M -$125K -595 -4%
TA
3847
Townsend & Associates
Colorado
$3.21M -$42.1K -193 -1%
LK
3848
Lumbard & Kellner
New Hampshire
$3.21M +$388K +1,843 +14%
DW
3849
Dodds Wealth
Colorado
$3.21M +$299K +1,309 +10%
AGA
3850
Arkos Global Advisors
Texas
$3.2M +$30.3K +144 +1%
152 153
154
155 156