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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 %
GIM
3901
Greenwich Investment Management
Connecticut
$2.98M – – –
CPC
3902
Cookson Peirce & Co
Pennsylvania
$2.98M +$1.84M +8,740 +162%
AWM
3903
Avondale Wealth Management
Texas
$2.98M +$168K +800 +6%
SPWG
3904
Sage Private Wealth Group
Illinois
$2.97M +$641K +3,041 +27%
AW
3905
Avion Wealth
Texas
$2.97M +$301K +1,429 +11%
SSWG
3906
Seven Springs Wealth Group
Tennessee
$2.97M -$32.9K -156 -1%
BCM
3907
BluePath Capital Management
Georgia
$2.97M +$210K +998 +8%
RK
3908
Rather & Kittrell
Tennessee
$2.96M -$118K -560 -4%
RPCA
3909
Running Point Capital Advisors
California
$2.96M -$85.3K -405 -3%
SW
3910
SMART Wealth
Nebraska
$2.96M +$52.9K +251 +2%
SLFPAM
3911
St. Louis Financial Planners Asset Management
Missouri
$2.96M +$390K +1,800 +15%
CFS
3912
CGC Financial Services
Oregon
$2.96M -$342K -1,624 -10%
MWM
3913
MinichMacGregor Wealth Management
New York
$2.96M +$24.9K +118 +0.8%
AWA
3914
Authentikos Wealth Advisory
California
$2.96M +$1.01M +4,802 +52%
BFS
3915
Burkett Financial Services
South Carolina
$2.95M +$26.5K +126 +0.9%
BCM
3916
Barden Capital Management
Texas
$2.95M +$26.6K +126 +0.9%
MAWAG
3917
Mid-American Wealth Advisory Group
Missouri
$2.95M -$39.6K -188 -1%
CTWM
3918
Cherry Tree Wealth Management
Minnesota
$2.94M -$146K -693 -5%
CWM
3919
Chicago Wealth Management
Illinois
$2.94M +$2.74K +13 +0.1%
GCM
3920
Gallacher Capital Management
Colorado
$2.92M -$171K -811 -6%
PFA
3921
Professional Financial Advisors
Nebraska
$2.92M +$39.6K +188 +1%
IA
3922
Inspire Advisors
Idaho
$2.92M +$80.9K +384 +3%
CWA
3923
Consilio Wealth Advisors
Washington
$2.91M +$198K +941 +7%
AGP
3924
Autumn Glory Partners
Texas
$2.91M +$62.1K +295 +2%
WWM
3925
Waterway Wealth Management
Texas
$2.91M +$1.28M +6,057 +78%
155 156
157
158 159