AAPL icon

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 %
ATI
4351
ARK & TLK Investments
Oklahoma
$1.65M +$42.1K +200 +3%
RFO
4352
RiverGlades Family Offices
Florida
$1.65M -$8.43K -40 -0.5%
RCM
4353
RMR Capital Management
California
$1.65M – – –
VAMG
4354
Voisard Asset Management Group
Michigan
$1.65M +$79.2K +376 +5%
DC
4355
Defender Capital
North Carolina
$1.64M +$632K +3,002 +63%
CMBA
4356
C.M. Bidwell & Associates
Hawaii
$1.64M -$4K -19 -0.2%
MIAS
4357
Mason Investment Advisory Services
Virginia
$1.63M +$190K +903 +13%
PF
4358
Penney Financial
Texas
$1.63M +$421 +2 +0%
NECFA
4359
New England Capital Financial Advisors
Connecticut
$1.62M +$1.26K +6 +0.1%
SIC
4360
Schwartz Investment Counsel
Michigan
$1.62M +$316K +1,500 +24%
OLA
4361
Oliver Luxxe Assets
New Jersey
$1.62M +$202K +958 +14%
1CP
4362
17 Capital Partners
Arizona
$1.62M -$152K -721 -9%
PIN
4363
Prudent Investors Network
California
$1.62M – – –
NWMG
4364
National Wealth Management Group
Ohio
$1.61M +$179K +852 +13%
LFA
4365
LGT Financial Advisors
Texas
$1.6M +$27.2K +129 +2%
PA
4366
Probity Advisors
Texas
$1.6M -$21.5K -102 -1%
LTL
4367
Lowery Thomas LLC
California
$1.6M +$10.5K +50 +0.7%
HSWM
4368
Hubbell Strickland Wealth Management
Louisiana
$1.6M +$4K +19 +0.3%
FA
4369
FF Advisors
California
$1.6M -$342K -1,623 -18%
MI
4370
Motiv8 Investments
Florida
$1.6M +$252K +1,198 +19%
AA
4371
Aufman Associates
Pennsylvania
$1.59M +$20.9K +99 +1%
LAM
4372
LifePro Asset Management
California
$1.59M -$496K -2,354 -24%
RFA
4373
RTD Financial Advisors
Pennsylvania
$1.59M -$769K -3,649 -33%
DWM
4374
Dogwood Wealth Management
Kansas
$1.59M +$50.3K +239 +3%
AFA
4375
AllGen Financial Advisors
Florida
$1.58M +$211 +1 +0%
173 174
175
176 177