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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 %
JC
4576
Jentner Corp
Ohio
$1.09M +$4.63K +22 +0.4%
RL
4577
RPO LLC
Connecticut
$1.08M +$1.08M +5,150 New
HCP
4578
Hardin Capital Partners
South Carolina
$1.08M +$1.08M +5,144 New
PIC
4579
Portland Investment Counsel
Ontario, Canada
$1.08M -$9.48K -45 -0.9%
IFO
4580
Independent Family Office
New York
$1.08M -$321K -1,501 -23%
SWA
4581
ShankerValleau Wealth Advisors
Illinois
$1.08M +$157K +744 +17%
HPCM
4582
Hunter Perkins Capital Management
Illinois
$1.08M -$31.6K -150 -3%
CAP
4583
Columbia Advisory Partners
Washington
$1.07M -$52.4K -249 -5%
PFC
4584
Poplar Forest Capital
California
$1.07M – – –
BWL
4585
Beacon Wealthcare LLC
North Carolina
$1.07M -$7.79K -37 -0.7%
BPCA
4586
Bank Pictet & Cie (Asia)
Singapore
$1.06M +$248K +1,178 +30%
GOCP
4587
Great Oak Capital Partners
Massachusetts
$1.06M +$1.51K +7 +0.1%
T
4588
TrueFG
Texas
$1.05M -$60.2K -286 -5%
Walleye Trading
4589
Walleye Trading
New York
$1.05M -$118M -558,083 -99%
TC
4590
Tejara Capital
United Kingdom
$1.05M +$1.05M +5,000 New
WAG
4591
Windsor Advisory Group
Ohio
$1.05M +$211K +1,003 +25%
LG
4592
Lane Generational
Massachusetts
$1.05M – – –
TWM
4593
TSA Wealth Management
Texas
$1.05M +$216K +1,024 +26%
PF
4594
Parker Financial
Washington
$1.05M -$58.3K -277 -5%
MWM
4595
Maltin Wealth Management
New Jersey
$1.04M +$1.26K +6 +0.1%
NEPPG
4596
New England Professional Planning Group
Rhode Island
$1.04M – – –
KFG
4597
Kingdom Financial Group
Arizona
$1.04M -$290K -1,376 -22%
VH
4598
Visionary Horizons
Tennessee
$1.04M +$31.4K +149 +3%
TWM
4599
Tanglewood Wealth Management
Texas
$1.03M +$529K +2,510 +105%
HB
4600
Horizon Bancorp
Indiana
$1.03M -$240K -1,138 -19%
182 183
184
185 186