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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 %
PIWA
4026
Prevail Innovative Wealth Advisors
Kansas
$2.6M +$1.12M +5,324 +76%
CWM
4027
Cherrydale Wealth Management
New Jersey
$2.6M +$560K +2,658 +27%
SFM
4028
Systematic Financial Management
New Jersey
$2.6M – – –
GPW
4029
Gray Private Wealth
Massachusetts
$2.58M -$104K -492 -4%
SAM
4030
Silphium Asset Management
United Kingdom
$2.57M +$2.57M +12,200 New
AFO
4031
Arrowroot Family Office
California
$2.57M -$74.3K -353 -3%
MFG
4032
Menard Financial Group
Texas
$2.56M +$303K +1,438 +13%
GCP
4033
Gill Capital Partners
Colorado
$2.56M -$90.6K -430 -3%
HC
4034
Hara Capital
Washington
$2.56M -$44.2K -210 -2%
SC
4035
Swan Capital
Florida
$2.56M +$211 +1 +0%
NRD
4036
Nebula Research & Development
New York
$2.56M +$2.56M +12,153 New
M1FG
4037
Mach-1 Financial Group
Arkansas
$2.56M -$9.67K -46 -0.4%
MSWMA
4038
Market Street Wealth Management Advisors
Indiana
$2.55M +$64.2K +305 +3%
LOIP
4039
Live Oak Investment Partners
Texas
$2.55M – – –
WI
4040
Wedgewood Investors
Pennsylvania
$2.54M +$2.54M +12,075 New
SC
4041
Stephens Consulting
Michigan
$2.54M -$215K -1,022 -8%
MTC
4042
Matrix Trust Company
Colorado
$2.54M +$59K +280 +2%
WCM
4043
Wallace Capital Management
Texas
$2.53M -$94.8K -450 -4%
C1AG
4044
Client 1st Advisory Group
Florida
$2.53M -$190K -904 -7%
RIA
4045
Richwood Investment Advisors
Ohio
$2.52M +$30.5K +145 +1%
SPIO
4046
Seven Post Investment Office
California
$2.52M +$632 +3 +0%
PWA
4047
Peterson Wealth Advisors
Utah
$2.52M +$195K +925 +8%
TWP
4048
Triad Wealth Partners
Kansas
$2.52M +$823K +3,908 +49%
WAM
4049
Weinberger Asset Management
California
$2.51M +$539K +2,560 +27%
RCIM
4050
Red Cedar Investment Management
Michigan
$2.51M – – –
160 161
162
163 164