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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 %
AFP
4526
Alpha Financial Partners
Kentucky
$1.21M +$117K +554 +11%
FIBT
4527
First International Bank & Trust
North Dakota
$1.21M -$6.53K -31 -0.5%
ACA
4528
Ackerman Capital Advisors
Texas
$1.21M – – –
TIA
4529
Tandem Investment Advisors
South Carolina
$1.2M -$374K -1,776 -24%
SPW
4530
Sonoma Private Wealth
California
$1.19M -$5.06K -24 -0.4%
GIM
4531
Gold Investment Management
Alberta, Canada
$1.19M +$842 +4 +0.1%
HWP
4532
Hibernia Wealth Partners
Louisiana
$1.19M -$580K -2,754 -33%
GGV
4533
GG Group Ventures
Florida
$1.19M +$1.19M +5,364 New
AC
4534
ASB Consultores
Florida
$1.19M -$306K -1,455 -21%
BGDI
4535
BW Gestao de Investimentos
Brazil
$1.18M -$1.05M -5,000 -47%
FPW
4536
Flagship Private Wealth
Massachusetts
$1.18M -$7.79K -37 -0.7%
EA
4537
Evolution Advisers
Virginia
$1.18M +$19.2K +91 +2%
KFA
4538
Krane Funds Advisors
New York
$1.17M -$390K -1,853 -25%
AWA
4539
Aquire Wealth Advisors
Utah
$1.17M +$32.2K +153 +3%
PCI
4540
Pacifica Capital Investments
Texas
$1.17M -$42.1K -200 -3%
SIAS
4541
Summit Investment Advisory Services
Minnesota
$1.17M +$784K +3,722 +202%
FAM
4542
Forte Asset Management
New York
$1.17M -$175K -830 -13%
RFS
4543
Retirement Financial Solutions
Tennessee
$1.17M +$29.7K +141 +3%
DFC
4544
DBK Financial Counsel
Ohio
$1.17M -$41.3K -196 -3%
ELM
4545
Elite Life Management
Florida
$1.17M +$52.2K +248 +5%
JHP
4546
James Hambro & Partners
United Kingdom
$1.17M -$195K -926 -14%
TVM
4547
True Vision MN
Minnesota
$1.16M -$23.8K -113 -2%
KOMWMG
4548
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.16M -$37.7K -179 -3%
TC
4549
Tacita Capital
Ontario, Canada
$1.16M – – –
IF
4550
Insight Folios
North Carolina
$1.16M +$44.4K +211 +4%
180 181
182
183 184