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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 %
HP
4076
Holistic Planning
Texas
$2.43M – – –
RAM
4077
Rempart Asset Management
Canada
$2.42M +$111K +527 +5%
AIM
4078
AMI Investment Management
Indiana
$2.42M -$26.1K -124 -1%
HEIP
4079
Hudson Edge Investment Partners
New Jersey
$2.42M -$93.1K -442 -4%
MHR
4080
Matthew Hamilton Rosenberg
$2.41M -$11.1K -51 -0.5%
LRIA
4081
Leonard Rickey Investment Advisors
Washington
$2.41M +$166K +787 +7%
PTCG
4082
Pring Turner Capital Group
California
$2.4M – – –
BIG
4083
Builder Investment Group
Georgia
$2.4M -$11.8K -56 -0.5%
DF
4084
DecisionPoint Financial
Arizona
$2.4M +$40K +180 +2%
MFG
4085
Monte Financial Group
Connecticut
$2.4M -$16.8K -80 -0.7%
OFS
4086
Orrstown Financial Services
Pennsylvania
$2.4M -$316K -1,501 -12%
FPIS
4087
Financial Planning & Information Services
Wisconsin
$2.4M -$71.8K -341 -3%
SRL
4088
Scientech Research LLC
New Jersey
$2.4M +$2.4M +11,378 New
5SA
4089
5th Street Advisors
Connecticut
$2.39M – – –
WIA
4090
Wetzel Investment Advisors
Indiana
$2.38M -$36K -210 -1%
CTC
4091
Corundum Trust Company
South Dakota
$2.38M +$2.38M +11,307 New
KLI
4092
Kelman-Lazarov Inc
Tennessee
$2.38M -$858K -4,073 -26%
GCL
4093
Gouws Capital LLC
North Carolina
$2.37M +$63K +299 +3%
VIM
4094
VELA Investment Management
Ohio
$2.37M +$211 +1 +0%
HIF
4095
Hill Island Financial
Michigan
$2.37M +$374K +1,778 +19%
BA
4096
Brightwater Advisory
Florida
$2.36M +$153K +725 +7%
CM
4097
Columbus Macro
Pennsylvania
$2.35M -$22.3K -101 -0.9%
WN
4098
Williams & Novak
California
$2.34M +$172K +815 +8%
AWM
4099
Able Wealth Management
New Jersey
$2.33M +$24K +114 +1%
SC
4100
Saiph Capital
New Jersey
$2.33M +$4.32K +182 +0.2%
162 163
164
165 166