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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 %
SAS
4251
Stelac Advisory Services
New York
$1.9M -$50.5K -240 -3%
VFIC
4252
Valley Forge Investment Consultants
Pennsylvania
$1.9M +$18.7K +89 +1%
SRA
4253
Secured Retirement Advisors
Minnesota
$1.9M +$134K +638 +8%
CCM
4254
Corsair Capital Management
New York
$1.89M -$16.4K -78 -0.9%
RH
4255
RFG Holdings
Texas
$1.89M +$306K +1,453 +19%
IWP
4256
Insight Wealth Partners
Texas
$1.89M -$91.8K -436 -5%
KHC
4257
Koesten Hirschmann & Crabtree
Kansas
$1.88M – – –
RSS
4258
Rosenblum Silverman Sutton
California
$1.88M -$225K -1,068 -11%
LFA
4259
Legend Financial Advisors
Pennsylvania
$1.88M +$79.2K +376 +4%
LB
4260
Legacy Bridge
Iowa
$1.88M -$92.3K -438 -5%
RFN
4261
Redwood Financial Network
Ohio
$1.88M -$5.48K -26 -0.3%
WHCFA
4262
William Howard & Co Financial Advisors
Tennessee
$1.87M -$187K -886 -9%
DI
4263
Disciplined Investments
Oklahoma
$1.87M +$2.32K +11 +0.1%
OWM
4264
OneAscent Wealth Management
Alabama
$1.87M -$451K -2,142 -19%
TWG
4265
The Wealth Group
Minnesota
$1.87M +$61.7K +293 +3%
CWA
4266
Cornerstone Wealth Advisors
Minnesota
$1.87M -$42.5K -202 -2%
PIM
4267
Parker Investment Management
California
$1.86M – – –
MFA
4268
Millington Financial Advisors
Illinois
$1.86M +$1.05K +5 +0.1%
BA
4269
BCM Advisors
Louisiana
$1.86M +$275K +1,260 +17%
CC
4270
Copperleaf Capital
North Carolina
$1.86M +$135K +641 +8%
MAM
4271
Marotta Asset Management
Virginia
$1.85M +$44.2K +204 +2%
SPA
4272
Sherbrooke Park Advisers
New York
$1.85M -$2.13M -10,091 -53%
MCC
4273
Maiden Cove Capital
Maine
$1.85M +$1.85M +10,892 New
AWAU
4274
Alliance Wealth Advisors (Utah)
Utah
$1.85M +$19.6K +93 +1%
CCM
4275
Chiron Capital Management
Florida
$1.84M -$42.1K -200 -2%
169 170
171
172 173