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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 %
WCM
4126
Wealthcare Capital Management
Virginia
$2.26M +$203K +962 +10%
VL
4127
Vima LLC
Michigan
$2.26M +$2.26M +10,725 New
CCP
4128
Carmel Capital Partners
California
$2.26M -$64.9K -308 -3%
SJL
4129
Shayne & Jacobs LLC
Tennessee
$2.25M -$69.3K -329 -3%
DWM
4130
Defined Wealth Management
Oregon
$2.25M +$52K +247 +2%
HP
4131
HT Partners
Connecticut
$2.25M +$2.32K +11 +0.1%
EC
4132
Eaton-Cambridge
Arizona
$2.25M +$47.2K +224 +2%
FWM
4133
FFT Wealth Management
Pennsylvania
$2.25M +$492K +2,334 +28%
PAG
4134
Powers Advisory Group
Illinois
$2.23M +$122K +578 +6%
EPP
4135
ETF Portfolio Partners
Kansas
$2.23M +$68.9K +327 +3%
WIP
4136
WealthCare Investment Partners
Rhode Island
$2.23M -$314K -1,491 -12%
B
4137
Barings
North Carolina
$2.23M -$302K -1,435 -12%
FPTW
4138
Franklin, Parlapiano, Turner & Welch
Texas
$2.23M -$49.9K -237 -2%
CCMT
4139
CMT Capital Markets Trading
Germany
$2.22M -$24.5M -116,184 -92%
HKIMG
4140
Hutchens & Kramer Investment Management Group
Indiana
$2.22M -$32.5K -150 -1%
FWM
4141
FMA Wealth Management
Massachusetts
$2.22M -$24.2K -115 -1%
PWM
4142
Provident Wealth Management
Tennessee
$2.21M -$435K -2,067 -16%
KWM
4143
Kaydan Wealth Management
Michigan
$2.2M -$59.2K -281 -3%
SWMG
4144
Sard Wealth Management Group
Georgia
$2.2M +$9.9K +47 +0.5%
FCM
4145
Fairbanks Capital Management
California
$2.2M -$105K -500 -5%
VC
4146
Veery Capital
Delaware
$2.2M -$2.74K -13 -0.1%
GG
4147
GenWealth Group
New Jersey
$2.19M -$52K -247 -2%
UCI
4148
Uncommon Cents Investing
Wisconsin
$2.19M -$45.9K -218 -2%
MGIA
4149
Matthew Goff Investment Advisor
Texas
$2.19M +$78.4K +372 +4%
MSF
4150
Mustard Seed Financial
Arkansas
$2.19M -$2.11K -10 -0.1%
164 165
166
167 168