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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 %
PCM
4051
Palouse Capital Management
Washington
$2.51M -$264K -1,255 -10%
PWM
4052
Prentice Wealth Management
New York
$2.5M -$630K -2,992 -20%
CPA
4053
Clear Point Advisors
New York
$2.49M -$5.06K -24 -0.2%
DWA
4054
Delos Wealth Advisors
Texas
$2.49M +$727K +3,453 +41%
EWM
4055
Evergreen Wealth Management
Michigan
$2.49M – – –
BWM
4056
Blossom Wealth Management
California
$2.49M -$1.26K -6 -0.1%
FS
4057
Financial Symmetry
North Carolina
$2.48M +$13.1K +62 +0.5%
MAA
4058
Mraz Amerine & Associates
California
$2.48M -$148K -704 -6%
FFL
4059
Financial Freedom LLC
Ohio
$2.48M +$13.9K +66 +0.6%
SC
4060
Steph & Co
Wisconsin
$2.48M -$182K -862 -7%
ONGA
4061
O'Neil Global Advisors
California
$2.48M +$2.48M +11,750 New
HFP
4062
Holistic Financial Partners
Indiana
$2.47M +$96.5K +458 +4%
WFL
4063
Wealth Forward LLC
North Dakota
$2.46M -$11.6K -55 -0.5%
MFWM
4064
Motley Fool Wealth Management
Virginia
$2.46M -$26.2K -118 -1%
TWP
4065
Tower Wealth Partners
Pennsylvania
$2.46M +$201K +954 +9%
BCM
4066
Brooktree Capital Management
Michigan
$2.45M -$1.26M -5,965 -34%
RI
4067
RWWM Inc
California
$2.45M -$79.2K -376 -3%
SWM
4068
Sterling Wealth Management
Illinois
$2.45M +$9.48K +45 +0.4%
DWAM
4069
Duncan Williams Asset Management
Tennessee
$2.44M +$35.6K +169 +1%
RFP
4070
Roth Financial Partners
Texas
$2.44M – – –
LC
4071
Longitude (Cayman)
Cayman Islands
$2.43M -$527K -2,500 -18%
VCS
4072
Vaughan & Co Securities
New Jersey
$2.43M -$223K -1,058 -8%
DA
4073
Drake & Associates
Wisconsin
$2.43M -$364K -1,727 -13%
LAI
4074
Legal Advantage Investments
California
$2.43M – – –
CCM
4075
Cohen Capital Management
California
$2.43M – – –
161 162
163
164 165