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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 %
FFA
4001
Frazier Financial Advisors
Ohio
$2.67M +$34.3K +163 +1%
DM
4002
Delphi Management
Massachusetts
$2.67M -$30.1K -143 -1%
MSWM
4003
Mowery & Schoenfeld Wealth Management
Illinois
$2.67M +$195K +926 +8%
TA
4004
TrueWealth Advisors
Alabama
$2.67M +$16.2K +77 +0.6%
SAIG
4005
Semper Augustus Investments Group
Colorado
$2.66M +$1.77M +8,400 +198%
AA
4006
AlphaMark Advisors
Kentucky
$2.66M +$75K +356 +3%
RWM
4007
Refined Wealth Management
Utah
$2.66M +$80.9K +384 +3%
SB
4008
Sunflower Bank
Texas
$2.66M -$1.15M -5,457 -30%
W
4009
WealthCollab
Washington
$2.66M -$81.5K -387 -3%
NPI
4010
New Perspectives Inc
Mississippi
$2.65M +$21.1K +100 +0.8%
FPWM
4011
FSB Premier Wealth Management
Iowa
$2.65M -$32.6K -155 -1%
PWAC
4012
Private Wealth Advisors (California)
California
$2.65M +$2.6K +12 +0.1%
KSWWM
4013
Keyes Stange & Wooten Wealth Management
Florida
$2.64M -$33.3K -158 -1%
HFF
4014
Halter Ferguson Financial
Indiana
$2.64M +$75.2K +357 +3%
SF
4015
Safeguard Financial
Wisconsin
$2.64M +$391K +1,856 +17%
FP
4016
Fiduciary Planning
Florida
$2.63M -$69.1K -328 -3%
PFG
4017
Pinnacle Financial Group
Illinois
$2.63M +$299K +1,419 +13%
ADBIC
4018
A.D. Beadell Investment Counsel
Wisconsin
$2.63M -$279K -1,325 -10%
B
4019
Birchbrook
Maine
$2.63M -$23.2K -110 -0.9%
MWM
4020
Mittelman Wealth Management
Massachusetts
$2.63M – – –
HIS
4021
Harvest Investment Services
Illinois
$2.61M -$159K -755 -6%
RS
4022
Retirement Solution
Washington
$2.61M -$44.9K -213 -2%
LFDLE
4023
La Financiere de L'Echiquier
France
$2.61M -$327K -1,554 -11%
ACMA
4024
Arbor Capital Management (Alaska)
Alaska
$2.61M -$94.5K -436 -3%
CWA
4025
Core Wealth Advisors
Florida
$2.6M -$147K -698 -5%
159 160
161
162 163