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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 %
SMG
4426
Smart Money Group
Texas
$1.43M +$31.1K +140 +2%
GRQ
4427
Gardner Russo & Quinn
Pennsylvania
$1.43M -$247K -1,175 -15%
DLHL
4428
Donald L. Hagan LLC
Florida
$1.43M – – –
PIFP
4429
Partners in Financial Planning
Virginia
$1.43M -$169K -800 -11%
EBWM
4430
Eagle Bluffs Wealth Management
Missouri
$1.43M – – –
SA
4431
SRH Advisors
Kansas
$1.42M +$211 +1 +0%
PA
4432
Paragon Advisors
Texas
$1.42M -$2.41M -11,425 -63%
LSC
4433
Lesa Sroufe & Co
Washington
$1.42M -$19.4K -92 -1%
HWMT
4434
Heritage Wealth Management (Texas)
Texas
$1.42M +$124K +589 +10%
FGG
4435
Financial Guidance Group
Florida
$1.42M -$2.2M -10,461 -61%
ASFA
4436
All Season Financial Advisors
Colorado
$1.42M +$42.3K +201 +3%
ACM
4437
Alamar Capital Management
California
$1.41M +$1.41M +6,715 New
VW
4438
Veridan Wealth
Oregon
$1.41M +$1.41M +6,873 New
WAG
4439
Wheelhouse Advisory Group
Missouri
$1.41M -$38.3K -174 -3%
CPCP
4440
Cedar Point Capital Partners
Iowa
$1.41M -$40.2K -191 -3%
TFG
4441
Tilson Financial Group
New Jersey
$1.4M -$113K -535 -7%
SP
4442
Sequent Planning
Nebraska
$1.4M -$92.6K -427 -6%
IWP
4443
IAG Wealth Partners
Wisconsin
$1.4M +$18.3K +87 +1%
TT
4444
TI-Trust
Illinois
$1.4M -$440K -2,090 -24%
HFA
4445
Highland Financial Advisors
New Jersey
$1.39M +$143K +680 +11%
AFWM
4446
AMJ Financial Wealth Management
Virginia
$1.39M +$15.2K +72 +1%
BWA
4447
Boulder Wealth Advisors
Colorado
$1.39M -$30.8K -146 -2%
MSRI
4448
Michael S. Ryan Inc
New York
$1.38M -$91K -432 -6%
RFG
4449
Range Financial Group
Oregon
$1.38M +$51.8K +246 +4%
SI
4450
Stonekeep Investments
New Mexico
$1.38M +$1.38M +6,532 New
176 177
178
179 180