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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 %
NP
4501
Ninepoint Partners
Ontario, Canada
$1.27M +$104K +494 +9%
PWP
4502
Phillips Wealth Planners
Mississippi
$1.26M +$157K +672 +14%
MCM
4503
Mork Capital Management
California
$1.26M – – –
SIMC
4504
Squire Investment Management Company
Utah
$1.26M +$1.26M +5,968 New
BIG
4505
Bush Investment Group
Georgia
$1.25M +$21.5K +102 +2%
CWA
4506
Clearview Wealth Advisors
Oregon
$1.25M -$16.6K -79 -1%
GC
4507
Guidance Capital
Kentucky
$1.25M +$15.5K +70 +1%
AC
4508
AWM Capital
Arizona
$1.25M +$110K +520 +10%
HA
4509
HC Advisors
Georgia
$1.24M -$2.94M -13,964 -70%
SJGA
4510
Stephen J. Garry & Associates
New York
$1.24M +$421 +2 +0%
SCM
4511
Stevens Capital Management
Pennsylvania
$1.24M -$18M -85,346 -94%
PA
4512
Pineridge Advisors
Missouri
$1.23M +$8.43K +40 +0.7%
TWP
4513
Total Wealth Planning
Ohio
$1.23M -$21.6K -92 -2%
BFP
4514
Beacon Financial Planning
Massachusetts
$1.23M -$26.3K -125 -2%
CAM
4515
Cobblestone Asset Management
Virginia
$1.23M – – –
RTL
4516
Red Tortoise LLC
Georgia
$1.23M +$84.2K +400 +7%
BFS
4517
Bare Financial Services
Pennsylvania
$1.23M – – –
VWWMG
4518
Vermillion & White Wealth Management Group
Pennsylvania
$1.23M +$632 +3 +0.1%
SC
4519
Soundwatch Capital
Connecticut
$1.22M +$769K +3,651 +169%
DW
4520
Durante & Waters
New York
$1.22M +$66.6K +316 +6%
ACM
4521
Adalta Capital Management
New York
$1.22M – – –
MADR
4522
Milestones Administradora de Recursos
Brazil
$1.22M +$609K +2,890 +100%
VF
4523
Vista Finance
Missouri
$1.22M +$27.4K +130 +2%
SOAG
4524
Silver Oak Advisory Group
Oregon
$1.21M – – –
WCP
4525
Welch Capital Partners
New York
$1.21M +$590K +2,800 +94%
179 180
181
182 183