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 %
WAG
3876
Wallace Advisory Group
California
$3.1M +$391K +1,855 +14%
JGCM
3877
Joseph Group Capital Management
Ohio
$3.1M -$396K -1,879 -11%
FPF
3878
First Pacific Financial
Washington
$3.08M +$8.43K +40 +0.3%
RWA
3879
Rooted Wealth Advisors
Illinois
$3.07M +$398K +1,776 +15%
MWA
3880
MN Wealth Advisors
Kansas
$3.06M +$66.1K +314 +2%
CAGAS
3881
Capital Advisory Group Advisory Services
Minnesota
$3.06M +$52.9K +251 +2%
UFA
3882
US Financial Advisors
Massachusetts
$3.06M -$110K -520 -3%
KW
3883
KWB Wealth
California
$3.06M -$10.6K -62 -0.3%
EAM
3884
EdenTree Asset Management
United Kingdom
$3.06M – – –
OCM
3885
Olstein Capital Management
New York
$3.05M – – –
ODA
3886
One Degree Advisors
California
$3.05M +$50.1K +238 +2%
PCIG
3887
Partners Capital Investment Group
Massachusetts
$3.05M +$3.05M +14,487 New
OPOWM
3888
One Plus One Wealth Management
Florida
$3.05M -$10.5K -50 -0.3%
MIM
3889
Meridiem Investment Management
United Kingdom
$3.05M -$379K -1,800 -11%
KHCM
3890
Kirtland Hills Capital Management
Ohio
$3.05M +$15.2K +72 +0.5%
LCM
3891
Landscape Capital Management
New Jersey
$3.04M +$1.13M +5,374 +59%
HSG
3892
Helen Stephens Group
Texas
$3.04M -$161K -766 -5%
CFGSD
3893
Compass Financial Group (South Dakota)
South Dakota
$3.03M -$105K -499 -3%
PWMG
3894
Pinnacle Wealth Management Group
Michigan
$3.02M -$35K -166 -1%
GAM
3895
Garrison Asset Management
Arkansas
$3.01M -$38.5K -183 -1%
TLA
3896
Tanglewood Legacy Advisors
Texas
$3M +$1.05K +5 +0%
CCA
3897
Conservest Capital Advisors
Pennsylvania
$3M -$101K -588 -3%
RB
3898
Renasant Bank
Mississippi
$2.99M -$248K -1,176 -8%
SFPG
3899
Stonebridge Financial Planning Group
Florida
$2.99M -$158K -750 -5%
MFT
3900
Moisand Fitzgerald Tamayo
Florida
$2.98M +$94.6K +449 +3%
154 155
156
157 158