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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 %
OIC
3926
Orion Investment Company
Missouri
$2.91M +$2.91M +13,793 New
MWM
3927
Mosley Wealth Management
California
$2.9M -$19K -90 -0.6%
CWM
3928
CCG Wealth Management
California
$2.9M +$521K +2,475 +22%
GFP
3929
Guardian Financial Partners
California
$2.9M +$30.5K +145 +1%
F4L
3930
Fortune 45 LLC
Louisiana
$2.9M -$2.95K -14 -0.1%
GIM
3931
Groesbeck Investment Management
New Jersey
$2.9M -$49.5K -235 -2%
WCM
3932
Weik Capital Management
Pennsylvania
$2.9M -$21.1K -100 -0.7%
MPW
3933
MA Private Wealth
California
$2.9M -$75.4K -358 -3%
KAM
3934
KEB Asset Management
Illinois
$2.9M +$33.5K +159 +1%
AR
3935
Apeiron RIA
Texas
$2.9M -$288K -1,367 -9%
HIC
3936
Harvey Investment Company
Kentucky
$2.89M -$11.8K -56 -0.4%
USWIA
3937
UP Strategic Wealth Investment Advisors
Pennsylvania
$2.89M +$150K +714 +5%
MA
3938
MKT Advisors
California
$2.89M +$185K +810 +7%
SCM
3939
Stonehearth Capital Management
Massachusetts
$2.88M +$5.69K +27 +0.2%
OFS
3940
Oldfather Financial Services
Nebraska
$2.88M – – –
PIA
3941
Pinion Investment Advisors
Kansas
$2.87M -$175K -832 -6%
XSC
3942
X-Square Capital
Puerto Rico
$2.87M +$355K +1,685 +14%
CFC
3943
Coyle Financial Counsel
Illinois
$2.87M – – –
ONSWM
3944
Old North State Wealth Management
North Carolina
$2.86M +$162K +770 +6%
SWM
3945
SFG Wealth Management
Maryland
$2.86M -$87.8K -417 -3%
IC
3946
Iconiq Capital
California
$2.86M -$3.7M -17,578 -56%
PCM
3947
Permanent Capital Management
Illinois
$2.86M +$2.86M +13,917 New
KWA
3948
Kellett Wealth Advisors
Ohio
$2.85M -$116K -550 -4%
SI
3949
Shaker Investments
Ohio
$2.84M -$8.85K -42 -0.3%
FAM
3950
Fenimore Asset Management
New York
$2.84M – – –
156 157
158
159 160