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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 %
TWM
4326
Tolleson Wealth Management
Texas
$1.73M +$107K +509 +7%
GC
4327
Gruss & Co
Florida
$1.73M +$632K +3,000 +58%
AWM
4328
Ariadne Wealth Management
California
$1.73M +$1.73M +8,196 New
VF
4329
VitalStone Financial
Texas
$1.73M +$570K +2,708 +49%
SCM
4330
Sollinda Capital Management
Florida
$1.72M +$32.2K +153 +2%
WWWM
4331
White Wing Wealth Management
Texas
$1.72M +$48.7K +231 +3%
NFG
4332
Northeast Financial Group
Pennsylvania
$1.71M -$278K -1,320 -14%
DACG
4333
Donor Advised Charitable Giving
California
$1.71M +$1.71M +8,100 New
IFA
4334
Interactive Financial Advisors
Illinois
$1.71M – – –
LFPWM
4335
Leicht Financial Planning & Wealth Management
New Jersey
$1.7M – – –
HAS
4336
Holland Advisory Services
Florida
$1.7M +$64.5K +306 +4%
EW
4337
Enzi Wealth
Texas
$1.7M -$15.6K -69 -0.9%
HCM
4338
Horrell Capital Management
Arkansas
$1.69M -$147K -699 -8%
EFIC
4339
Eliot Finkel Investment Counsel
California
$1.69M -$6.32K -30 -0.4%
FIA
4340
FNY Investment Advisers
New York
$1.69M +$1.34M +6,350 +381%
Aristotle Capital Management
4341
Aristotle Capital Management
California
$1.68M – – –
AFIA
4342
America First Investment Advisors
Nebraska
$1.68M – – –
PWC
4343
PYA Waltman Capital
Tennessee
$1.68M +$211 +1 +0%
CCA
4344
Carrera Capital Advisors
Michigan
$1.68M +$1.68M +7,962 New
SSC
4345
Syverson Strege & Co
Iowa
$1.68M +$214K +1,016 +15%
LAM
4346
Lifestyle Asset Management
Texas
$1.67M -$125K -595 -7%
CCM
4347
Cinctive Capital Management
New York
$1.67M -$1.28M -6,086 -43%
CFP
4348
Cypress Financial Planning
New Jersey
$1.67M -$6.53K -31 -0.4%
BBA
4349
Braun-Bostich & Associates
Pennsylvania
$1.66M -$107K -508 -6%
SEA
4350
Stegent Equity Advisors
Texas
$1.66M +$161K +765 +11%
172 173
174
175 176