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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 %
HHWM
4476
Hiley Hunt Wealth Management
Nebraska
$1.3M -$41.3K -196 -3%
AR
4477
Advisory Research
Illinois
$1.3M +$153K +725 +13%
PPW
4478
Presilium Private Wealth
Pennsylvania
$1.3M -$16.9K -80 -1%
FFM
4479
Flagstone Financial Management
Nebraska
$1.3M -$7.37K -35 -0.6%
T2I
4480
Turim 21 Investimentos
Brazil
$1.3M – – –
MGWA
4481
Monument Group Wealth Advisors
Massachusetts
$1.3M – – –
APC
4482
Asset Planning Corporation
Tennessee
$1.3M -$541K -2,569 -29%
PA
4483
Prism Advisors
California
$1.29M – – –
GWM
4484
GoalFusion Wealth Management
Texas
$1.29M -$15.6K -74 -1%
CBFP
4485
Cedar Brook Financial Partners
Ohio
$1.29M -$21.3M -101,090 -94%
AS
4486
Altshuler Shaham
Israel
$1.29M -$406M -1,928,407 -100%
SHIM
4487
Stone House Investment Management
Pennsylvania
$1.29M -$14.7K -70 -1%
AFTS
4488
American Financial & Tax Strategies
New York
$1.29M +$11.6K +55 +0.9%
GCC
4489
Game Creek Capital
Massachusetts
$1.29M -$54.8K -260 -4%
SLA
4490
Silver Lake Advisory
Utah
$1.29M +$1.26K +6 +0.1%
YAL
4491
Your Advocates Ltd
Texas
$1.29M -$19.6K -93 -1%
AMIM
4492
Aull & Monroe Investment Management
Alabama
$1.29M -$42.8K -203 -3%
GWM
4493
Greenhouse Wealth Management
Connecticut
$1.28M +$1.47K +7 +0.1%
CWR
4494
Chico Wealth RIA
California
$1.28M -$17.3K -82 -1%
CCP
4495
Cassia Capital Partners
North Carolina
$1.28M -$65.5K -311 -5%
AWP
4496
Atlas Wealth Partners
Pennsylvania
$1.28M +$1.28M +6,070 New
MAG
4497
Mokosak Advisory Group
Iowa
$1.28M +$1.05K +5 +0.1%
LFG
4498
Lockerman Financial Group
California
$1.28M -$191K -907 -13%
LFS
4499
Lutz Financial Services
Nebraska
$1.27M +$29.3K +139 +2%
GCM
4500
Galibier Capital Management
Ontario, Canada
$1.27M – – –
178 179
180
181 182