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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 %
AIA
4551
Alternative Investment Advisors
Florida
$1.15M +$41.9K +199 +4%
FSWA
4552
Financial Synergies Wealth Advisors
Texas
$1.15M +$28K +133 +2%
BCM
4553
BCK Capital Management
Connecticut
$1.15M -$761K -3,612 -40%
JFG
4554
JMG Financial Group
Illinois
$1.15M +$9.06K +43 +0.8%
CFG
4555
Compton Financial Group
Maryland
$1.15M +$105K +500 +10%
SHJ
4556
Sharkey, Howes & Javer
Colorado
$1.15M -$83.2K -395 -7%
HFAS
4557
Hummer Financial Advisory Services
Illinois
$1.15M -$10.7K -51 -0.9%
HWA
4558
Hilltop Wealth Advisors
North Carolina
$1.14M +$301K +1,430 +36%
FEM
4559
Fulcrum Equity Management
Texas
$1.14M +$41.5K +197 +4%
FFIC
4560
First Fiduciary Investment Counsel
Ohio
$1.14M – – –
CAAM
4561
Cornerstone Advisors Asset Management
Pennsylvania
$1.14M – – –
TWM
4562
Trinity Wealth Management
Pennsylvania
$1.14M -$105K -497 -8%
KFP
4563
Keener Financial Planning
Texas
$1.13M -$24.4K -116 -2%
VST
4564
Van Strum & Towne
California
$1.13M – – –
MFG
4565
Mainsail Financial Group
Washington
$1.13M +$49.5K +235 +5%
GWM
4566
Guardian Wealth Management
Illinois
$1.12M -$5.05K -24 -0.4%
SWM
4567
Seaside Wealth Management
California
$1.12M +$211 +1 +0%
GAA
4568
Green Alpha Advisors
Colorado
$1.12M -$341K -1,620 -23%
MFG
4569
Monumental Financial Group
Maryland
$1.1M -$193K -918 -15%
MAS
4570
Madden Advisory Services
Florida
$1.1M +$90.8K +431 +9%
TFP
4571
TrueWealth Financial Partners
Washington
$1.1M – – –
CCA
4572
Covey Capital Advisors
Georgia
$1.09M -$125K -595 -10%
SCM
4573
Sheridan Capital Management
California
$1.09M -$4.34K -20 -0.4%
OAS
4574
Optivise Advisory Services
Tennessee
$1.09M +$1.09M +5,169 New
SWM
4575
Sanctuary Wealth Management
Idaho
$1.09M +$140K +664 +15%
181 182
183
184 185