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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 %
AFG
4451
Altiora Financial Group
Ohio
$1.37M – – –
RA
4452
Rodgers & Associates
Pennsylvania
$1.36M +$51K +242 +4%
BFP
4453
Briaud Financial Planning
Texas
$1.36M +$210K +999 +18%
CCM
4454
Cullen Capital Management
New York
$1.36M – – –
FWC
4455
First Washington Corp
Washington
$1.36M +$25.5K +121 +2%
NWM
4456
Napa Wealth Management
California
$1.35M -$476K -2,261 -26%
EPWM
4457
Essex Private Wealth Management
Massachusetts
$1.35M +$83.4K +396 +7%
NPPM
4458
North Point Portfolio Managers
Ohio
$1.35M +$245K +1,164 +22%
RIA
4459
Retirement Investment Advisors
Oklahoma
$1.35M +$1.35M +6,399 New
PGF
4460
Plan Group Financial
Oklahoma
$1.35M -$9.27K -44 -0.7%
HSWS
4461
Higgins & Schmidt Wealth Strategies
Colorado
$1.35M -$107K -509 -7%
APGC
4462
A.P. Gilfoyle & Co
New York
$1.34M +$22K +100 +2%
AFG
4463
AFS Financial Group
Maryland
$1.34M -$1.53M -7,270 -53%
AFS
4464
Annapolis Financial Services
Maryland
$1.34M – – –
NCG
4465
Newport Capital Group
New Jersey
$1.34M +$1.34M +6,354 New
AWA
4466
Adapt Wealth Advisors
Georgia
$1.33M +$269K +1,276 +25%
PGWM
4467
Pitti Group Wealth Management
New York
$1.33M +$69.7K +362 +6%
KDA
4468
Kraft Davis & Associates
Missouri
$1.33M +$7.87K +36 +0.6%
HCA
4469
Hyperion Capital Advisors
New York
$1.33M – – –
TDC
4470
Thompson Davis & Co
Virginia
$1.33M +$41.1K +195 +3%
VFG
4471
Valley Financial Group
Pennsylvania
$1.32M -$25.5K -121 -2%
TFA
4472
TPG Financial Advisors
Oregon
$1.32M +$1.32M +6,273 New
EFG
4473
Ehrlich Financial Group
California
$1.31M +$49.5K +235 +4%
MWM
4474
MorganRosel Wealth Management
Colorado
$1.31M +$18.1K +86 +1%
AFS
4475
AFG Fiduciary Services
Massachusetts
$1.31M -$61.8K -276 -5%
177 178
179
180 181