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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 %
CWA
3951
Capital Wealth Alliance
Arizona
$2.84M +$22.1K +105 +0.8%
EP
3952
Elkhorn Partners
Nebraska
$2.83M +$21.1K +100 +0.7%
FFWA
3953
Forthright Family Wealth Advisory
Texas
$2.83M +$118K +559 +4%
SAW
3954
Signal Advisors Wealth
Michigan
$2.83M -$3.79M -17,997 -57%
OWIM
3955
Old West Investment Management
California
$2.83M -$263K -1,250 -9%
SMF
3956
Sterling Manor Financial
New York
$2.82M -$574K -2,725 -17%
LSA
3957
Lansing Street Advisors
Pennsylvania
$2.82M +$1.54M +7,308 +120%
BCM
3958
BluePointe Capital Management
California
$2.82M -$905K -4,297 -24%
SHWM
3959
Smith & Howard Wealth Management
Georgia
$2.82M -$9.9K -47 -0.4%
FA
3960
Financial Alternatives
California
$2.81M +$1.43M +6,791 +103%
AWA
3961
Alaska Wealth Advisors
Alaska
$2.81M -$107K -509 -4%
MWA
3962
Motive Wealth Advisors
Michigan
$2.81M -$34.8K -165 -1%
FWA
3963
FSC Wealth Advisors
New York
$2.81M – – –
DM
3964
Diker Management
New York
$2.8M – – –
NCMW
3965
Northern Capital Management (Washington)
Washington
$2.8M +$32.9K +156 +1%
S4W
3966
Solutions 4 Wealth
Texas
$2.8M +$56.7K +269 +2%
FWM
3967
Forza Wealth Management
Florida
$2.79M -$82.8K -393 -3%
CCA
3968
Cottonwood Capital Advisors
Utah
$2.79M -$135K -590 -5%
AWM
3969
Adams Wealth Management
Utah
$2.79M -$269K -1,278 -9%
CI
3970
CacheTech Inc
Utah
$2.79M +$2.79M +13,245 New
CFO
3971
Capitol Family Office
Oregon
$2.79M -$119K -564 -4%
OA
3972
Operose Advisors
Wisconsin
$2.79M +$81.1K +385 +3%
WFA
3973
West Financial Advisors
Iowa
$2.78M +$127K +601 +5%
CWM
3974
Compass Wealth Management
Connecticut
$2.78M -$56.2K -267 -2%
CWM
3975
CarsonAllaria Wealth Management
Illinois
$2.77M -$15.8K -75 -0.6%
157 158
159
160 161