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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 %
VF
4151
Vawter Financial
Ohio
$2.19M +$80.2K +381 +4%
GA
4152
GoalVest Advisory
New York
$2.19M -$95.8K -455 -4%
FFWM
4153
Future Financial Wealth Management
Ohio
$2.18M -$202K -960 -8%
PP
4154
Prosperity Planning
Missouri
$2.18M – – –
PCM
4155
Presidio Capital Management
California
$2.18M +$83.6K +397 +4%
PEA
4156
Park Edge Advisors
Ohio
$2.18M +$117K +555 +6%
AWM
4157
Allen Wealth Management
North Carolina
$2.18M +$7.79K +37 +0.4%
ETIA
4158
Epic Trust Investment Advisors
Washington
$2.18M +$230K +1,090 +12%
FWM
4159
ForthRight Wealth Management
Georgia
$2.17M -$134K -635 -6%
CSIA
4160
Conrad Siegel Investment Advisors
Pennsylvania
$2.17M +$45.9K +218 +2%
CPM
4161
Connective Portfolio Management
New York
$2.17M +$2.17M +10,320 New
PFT
4162
Providence First Trust
Arizona
$2.17M -$543K -2,579 -20%
SWM
4163
Seed Wealth Management
Illinois
$2.17M +$47K +223 +2%
BSG
4164
Black Swift Group
Colorado
$2.17M +$122K +581 +6%
CPWM
4165
Cypress Point Wealth Management
Texas
$2.17M +$4.21K +20 +0.2%
IWM
4166
Iams Wealth Management
Nebraska
$2.17M +$801K +3,803 +59%
PBC
4167
Pavion Blue Capital
California
$2.16M -$52.7K -250 -2%
GWSA
4168
Global Wealth Strategies & Associates
Colorado
$2.16M -$153K -726 -7%
WCWM
4169
Wooster Corthell Wealth Management
Connecticut
$2.16M -$70.6K -335 -3%
LFA
4170
Lauterbach Financial Advisors
Texas
$2.16M -$10.3K -47 -0.5%
CG
4171
Clifford Group
Massachusetts
$2.16M -$5.69K -27 -0.3%
IWP
4172
Innova Wealth Partners
Pennsylvania
$2.16M +$291K +1,380 +16%
FA
4173
FDx Advisors
Illinois
$2.16M -$1.08M -5,114 -33%
HIA
4174
Harvest Investment Advisors
Florida
$2.15M -$50.5K -240 -2%
HIGP
4175
Hill Investment Group Partners
Missouri
$2.15M +$95.2K +423 +5%
165 166
167
168 169