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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 %
BMCM
4301
Burns Matteson Capital Management
New York
$1.78M +$479K +2,274 +37%
MWM
4302
McNaughton Wealth Management
California
$1.78M +$84.9K +403 +5%
FWM
4303
Foguth Wealth Management
Michigan
$1.78M +$208K +988 +13%
KA
4304
Kooman & Associates
Pennsylvania
$1.78M +$16.4K +78 +0.9%
EP
4305
Essential Planning
New Hampshire
$1.77M -$22.3K -106 -1%
KNFPWM
4306
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.77M -$87.2K -414 -5%
BBL
4307
Beck Bode LLC
Massachusetts
$1.77M -$229K -1,086 -11%
CA
4308
Claris Advisors
Missouri
$1.76M +$26.7K +127 +2%
WA
4309
Waterford Advisors
New York
$1.76M +$4.63K +22 +0.3%
PCOTEOTHU
4310
Provident Company of the Employees of the Hebrew University
Israel
$1.76M +$1.76M +8,363 New
HKAM
4311
Horizon Kinetics Asset Management
New York
$1.76M -$147K -700 -8%
NMM
4312
Naples Money Management
Florida
$1.76M -$1.87M -8,620 -52%
PPWP
4313
Proquility Private Wealth Partners
Nevada
$1.76M +$773K +3,671 +78%
EWA
4314
Elevate Wealth Advisory
Georgia
$1.76M +$4.21K +20 +0.2%
BPFA
4315
Barnes Pettey Financial Advisors
Mississippi
$1.75M -$434K -2,061 -20%
GPA
4316
Guidance Point Advisors
Massachusetts
$1.75M -$18.7K -89 -1%
MFS
4317
McNamara Financial Services
Massachusetts
$1.75M -$18.3K -87 -1%
SCM
4318
Sirios Capital Management
Massachusetts
$1.75M +$1.75M +8,289 New
MWA
4319
Muirfield Wealth Advisors
North Carolina
$1.74M -$402K -1,910 -19%
ICM
4320
Intrepid Capital Management
Florida
$1.74M +$26.8K +127 +2%
EIP
4321
Easterly Investment Partners
Massachusetts
$1.74M – – –
LAS
4322
Lloyd Advisory Services
Georgia
$1.74M -$7.64M -36,273 -81%
VPWA
4323
Vestia Personal Wealth Advisors
Indiana
$1.74M +$1.74M +8,244 New
TWM
4324
Trevian Wealth Management
Massachusetts
$1.74M -$50.5K -240 -3%
CWA
4325
CM Wealth Advisors
Ohio
$1.73M -$1.22M -5,775 -41%
171 172
173
174 175