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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 %
BWM
4376
Brown Wealth Management
Illinois
$1.57M +$10.1K +48 +0.6%
BMMM
4377
Boston Mountain Money Management
Arkansas
$1.57M +$14.3K +68 +0.9%
GC
4378
Gibson Capital
Pennsylvania
$1.57M -$10.5K -50 -0.7%
SCA
4379
Sippican Capital Advisors
Massachusetts
$1.57M – – –
YCM
4380
Yost Capital Management
Texas
$1.56M -$1.56M -7,430 -50%
FL
4381
FreeGulliver LLC
Louisiana
$1.56M +$863K +4,097 +124%
FSA
4382
Financial Sense Advisors
California
$1.56M +$1.69K +8 +0.1%
SFA
4383
Seneca Financial Advisors
New York
$1.55M +$72.5K +344 +5%
SPA
4384
Shore Point Advisors
New Jersey
$1.55M +$75.6K +359 +5%
CAM
4385
Costello Asset Management
Pennsylvania
$1.54M -$228K -1,083 -13%
TA
4386
TCM Advisors
West Virginia
$1.54M -$1.22M – –
CIS
4387
Continental Investors Services
Washington
$1.54M +$14.5K +69 +1%
BAM
4388
Bayshore Asset Management
Florida
$1.53M -$19.4K -92 -1%
SPIA
4389
Strategic Point Investment Advisors
Rhode Island
$1.53M +$26.5K +126 +2%
SWMG
4390
Sanchez Wealth Management Group
Florida
$1.52M +$5.06K +24 +0.3%
CCG
4391
Capital CS Group
California
$1.52M +$517K +2,457 +52%
PRI
4392
Prepared Retirement Institute
Pennsylvania
$1.51M +$146K +693 +11%
PSC
4393
Prentiss Smith & Co
Vermont
$1.51M – – –
SL
4394
SFM LLC
New Hampshire
$1.51M +$2.32K +11 +0.2%
VFA
4395
Voya Financial Advisors
Connecticut
$1.5M -$14.1K -66 -0.9%
IW
4396
Instrumental Wealth
Florida
$1.5M +$19.6K +90 +1%
GF
4397
GGM Financials
Ohio
$1.5M +$1.5M +7,135 New
EARNEST Partners
4398
EARNEST Partners
Georgia
$1.5M – – –
KWM
4399
Kanen Wealth Management
Florida
$1.5M +$1.5M +7,100 New
ACA
4400
Ascension Capital Advisors
Texas
$1.49M -$41.9K -199 -3%
174 175
176
177 178