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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 %
HFW
4276
Horizon Family Wealth
Illinois
$1.84M +$2.32K +11 +0.1%
OPWM
4277
Oakwell Private Wealth Management
Texas
$1.84M -$52.4K -249 -3%
FI
4278
FWG Investments
Kentucky
$1.83M -$19.8K -94 -1%
CCP
4279
Cunning Capital Partners
North Carolina
$1.83M – – –
WWM
4280
Wiser Wealth Management
Georgia
$1.83M -$182K -862 -9%
LIA
4281
LifePlan Investment Advisors
North Carolina
$1.82M +$10.7K +51 +0.6%
ACM
4282
Armbruster Capital Management
New York
$1.82M +$57.7K +274 +3%
BA
4283
Ballew Advisors
Mississippi
$1.82M -$22.3K -95 -1%
VFPI
4284
Vantage Financial Partners (Illinois)
Illinois
$1.81M +$33.7K +160 +2%
WFS
4285
WealthGarden F.S.
California
$1.81M +$1.81M +8,578 New
MAM
4286
MMA Asset Management
Pennsylvania
$1.81M +$69.1K +328 +4%
BPWM
4287
Black Point Wealth Management
Florida
$1.81M +$1.81M +8,573 New
OGF
4288
Orin Green Financial
California
$1.8M +$118K +560 +7%
CWM
4289
Cedar Wealth Management
California
$1.8M -$34.8K -165 -2%
SGC
4290
Slocum, Gordon & Co
Rhode Island
$1.8M +$63.2K +300 +4%
TCM
4291
Tran Capital Management
California
$1.79M +$1.38M +6,559 +335%
EMFAT
4292
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.79M +$213K +1,012 +13%
BWA
4293
BlueSky Wealth Advisors
North Carolina
$1.79M +$531K +2,521 +42%
NA
4294
Nordwand Advisors
Pennsylvania
$1.79M – – –
LJCM
4295
Lee Johnson Capital Management
Texas
$1.79M -$46.8K -222 -3%
FRM
4296
Fox Run Management
Connecticut
$1.79M +$1.05K +5 +0.1%
OWM
4297
Orgel Wealth Management
Wisconsin
$1.79M +$75.6K +359 +4%
AI
4298
Auour Investments
Massachusetts
$1.79M – – –
SCP
4299
Sender Company & Partners
New York
$1.79M -$937K -4,450 -34%
DB
4300
Dravo Bay
Delaware
$1.79M -$75.4K -358 -4%
170 171
172
173 174