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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 %
FTA
4226
Financial & Tax Architects
Missouri
$1.98M +$289K +1,370 +17%
HG
4227
Harbor Group
New Hampshire
$1.97M -$46.3K -220 -2%
EA
4228
Echo45 Advisors
California
$1.97M -$1.2M -5,686 -38%
SCP
4229
Stevens Capital Partners
Nebraska
$1.97M -$301K -1,430 -13%
EGWAG
4230
Elwood & Goetz Wealth Advisory Group
Georgia
$1.97M -$231K -1,097 -11%
FIC
4231
Family Investment Center
Missouri
$1.96M +$27.4K +130 +1%
EFP
4232
EnRich Financial Partners
Wisconsin
$1.96M +$7.37K +35 +0.4%
MF
4233
Meridian Financial
Massachusetts
$1.96M -$13.5K -64 -0.7%
I2I
4234
Insight 2811 Inc
Illinois
$1.94M -$36.4K -173 -2%
GFL
4235
Granite FO LLC
New Hampshire
$1.94M – – –
RAM
4236
Redmond Asset Management
Virginia
$1.94M +$137K +651 +8%
PPWM
4237
Perissos Private Wealth Management
Oklahoma
$1.94M -$28.9K -137 -1%
MWP
4238
Meredith Wealth Planning
Illinois
$1.94M -$211 -1 -0%
BGAI
4239
Bruce G. Allen Investments
Colorado
$1.93M -$21.5K -102 -1%
SWMG
4240
Signature Wealth Management Group
Georgia
$1.92M +$81.3K +386 +4%
WCP
4241
Wick Capital Partners
Pennsylvania
$1.92M +$205K +974 +12%
EBSAM
4242
Eubel Brady & Suttman Asset Management
Ohio
$1.92M +$364K +1,726 +23%
PIM
4243
Provident Investment Management
Michigan
$1.92M +$395K +1,877 +26%
MCA
4244
Magnolia Capital Advisors
Mississippi
$1.92M +$1.92M +9,095 New
PP
4245
Pingora Partners
Wyoming
$1.91M – – –
CISOA
4246
Capital Investment Services of America
Wisconsin
$1.91M -$21.1K -100 -1%
GWP
4247
Gen-Wealth Partners
Michigan
$1.91M +$39.2K +186 +2%
GRA
4248
Golden Road Advisors
Florida
$1.91M +$88K +385 +5%
DK
4249
David Kennon
Florida
$1.9M +$35.8K +170 +2%
NI
4250
NDVR Inc
Massachusetts
$1.9M -$21.1K -100 -1%
168 169
170
171 172