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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 %
3F
4101
360 Financial
Minnesota
$2.33M +$335K +1,591 +17%
VIM
4102
Vista Investment Management
Pennsylvania
$2.33M -$69.7K -331 -3%
LWMNY
4103
Landmark Wealth Management (New York)
New York
$2.33M +$38.1K +181 +2%
FCC
4104
Flower City Capital
New York
$2.32M – – –
ACM
4105
Advent Capital Management
New York
$2.32M +$2.32M +11,000 New
A
4106
AJOVista
Massachusetts
$2.32M – – –
TF
4107
Threadgill Financial
Texas
$2.31M -$1.9K -9 -0.1%
Cohen & Steers
4108
Cohen & Steers
New York
$2.31M -$43.2K -205 -2%
STA
4109
Smith Thornton Advisors
Alabama
$2.3M +$2.3M +10,935 New
PCC
4110
Park Circle Company
Maryland
$2.3M – – –
CAG
4111
Compass Advisory Group
New York
$2.29M -$87.4K -415 -4%
LA
4112
Lakeside Advisors
Washington
$2.29M -$176K -834 -7%
LHWM
4113
Lake Hills Wealth Management
Texas
$2.29M -$16.2K -77 -0.7%
MWM
4114
Maripau Wealth Management
Indiana
$2.29M +$319K +1,515 +16%
WHC
4115
Wulff, Hansen & Co
California
$2.28M +$53.7K +255 +2%
MW
4116
Members Wealth
Pennsylvania
$2.28M +$2.28M +10,875 New
TAM
4117
Tealwood Asset Management
Minnesota
$2.28M -$5.9K -28 -0.3%
CWMGP
4118
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.28M -$22.1K -105 -1%
Legacy Financial Group (Iowa)
4119
Legacy Financial Group (Iowa)
Iowa
$2.28M +$8.85K +42 +0.4%
PWM
4120
Pinnacle Wealth Management
California
$2.28M -$427K -2,028 -16%
SPL
4121
Smart Portfolios LLC
Washington
$2.27M +$106K +503 +5%
EW
4122
Element Wealth
Mississippi
$2.27M +$10.5K +50 +0.5%
WIM
4123
Waycross Investment Management
Washington
$2.27M -$406K -1,929 -15%
HFS
4124
HBC Financial Services
Washington
$2.26M +$30.1K +138 +1%
SFC
4125
Sprinkle Financial Consultants
Colorado
$2.26M +$88K +418 +4%
163 164
165
166 167