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 %
HCA
4401
Heck Capital Advisors
Wisconsin
$1.49M -$632 -3 -0%
SA
4402
Stewardship Advisors
Pennsylvania
$1.49M +$6.95K +33 +0.5%
SRC
4403
Stone Run Capital
New York
$1.49M – – –
TNAM
4404
Terra Nova Asset Management
New York
$1.49M +$25.7K +122 +2%
BFG
4405
Baron Financial Group
New Jersey
$1.49M -$506K -2,401 -25%
JCIA
4406
Jackson Creek Investment Advisors
Colorado
$1.49M -$198K -942 -12%
PJWM
4407
Philip James Wealth Mangement
Georgia
$1.49M -$62.6K -297 -4%
C
4408
Covestor
United Kingdom
$1.49M -$3.58K -17 -0.2%
MFGP
4409
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.48M -$39.2K -186 -3%
BWM
4410
Biltmore Wealth Management
Arizona
$1.48M -$49.1K -233 -3%
ADMI
4411
Albert D. Mason Inc
Massachusetts
$1.48M -$11.8K -56 -0.8%
AA
4412
ACT Advisors
North Carolina
$1.48M +$220K +1,043 +17%
BAMG
4413
Brand Asset Management Group
Missouri
$1.48M +$278K +1,322 +23%
FA
4414
Fortis Advisors
Pennsylvania
$1.47M -$4K -19 -0.3%
AAS
4415
Asset Allocation Strategies
Michigan
$1.47M -$50.6K -240 -3%
SC
4416
Stephenson & Company
California
$1.47M -$377K -1,790 -20%
MAV
4417
Mason & Associates (Virginia)
Virginia
$1.47M -$2.52M -11,966 -63%
FA
4418
FSA Advisors
Michigan
$1.46M -$135K -732 -8%
MFC
4419
Morris Financial Concepts
South Carolina
$1.46M +$43K +204 +3%
HWM
4420
HighMark Wealth Management
Minnesota
$1.46M +$459K +2,179 +46%
GWA
4421
Gibson Wealth Advisors
Texas
$1.45M +$190K +900 +15%
DSN
4422
D. Scott Neal
Kentucky
$1.44M +$4.21K +20 +0.3%
PP
4423
PFS Partners
New Jersey
$1.44M -$431K -2,047 -23%
SWM
4424
Shelton Wealth Management
Texas
$1.44M -$174K -824 -11%
PPWM
4425
PFG Private Wealth Management
Florida
$1.43M -$110K -523 -7%
175 176
177
178 179