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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 %
TIM
4601
Thornburg Investment Management
New Mexico
$1.03M -$865K -4,107 -46%
RCM
4602
Ridgepath Capital Management
Tennessee
$1.03M -$3.12M -14,806 -75%
PWM
4603
Partnership Wealth Management
Maryland
$1.03M +$211 +1 +0%
PFA
4604
Peak Financial Advisors
Colorado
$1.03M -$3.17M -15,032 -76%
PWH
4605
Priebe Wealth Holdings
Minnesota
$1.02M +$56.9K +270 +6%
GF
4606
Gimbal Financial
Indiana
$1.02M +$179K +785 +21%
FL
4607
Fort LP
Maryland
$1.02M +$27.4K +130 +3%
ZRP
4608
Zynergy Retirement Planning
New Jersey
$1.02M +$1.02M +4,834 New
UWS
4609
Unique Wealth Strategies
Illinois
$1.02M – – –
MWM
4610
MBE Wealth Management
Wisconsin
$1.01M +$33.3K +158 +3%
SCI
4611
Silver Coast Investments
United States
$1.01M -$8.21K -39 -0.8%
WHRC
4612
W.H. Reaves & Co
New Jersey
$1.01M – – –
PSA
4613
Plum Street Advisors
Louisiana
$1.01M -$535K -2,540 -35%
EFN
4614
Equita Financial Network
Pennsylvania
$1.01M +$337K +1,601 +50%
SWA
4615
Sightline Wealth Advisors
Connecticut
$1.01M +$344K +1,633 +52%
GA
4616
Greytown Advisors
Florida
$1.01M -$251K -1,190 -20%
LIA
4617
Luken Investment Analytics
Tennessee
$1M +$155K +737 +18%
BC
4618
Barnett & Company
Tennessee
$994K – – –
FG
4619
Fairman Group
Pennsylvania
$994K +$421 +2 +0%
SWM
4620
Solano Wealth Management
California
$991K -$369K -1,751 -27%
WFC
4621
Western Financial Corp
California
$988K +$421 +2 +0%
TBC
4622
Ted Buchan & Co
California
$985K -$109K -517 -10%
AFG
4623
Arkansas Financial Group
Arkansas
$985K -$7.37K -35 -0.7%
THL
4624
Tillman Hartley LLC
Colorado
$984K -$24.9K -118 -2%
IDBONY
4625
Israel Discount Bank of New York
New York
$983K -$1.44M -6,832 -59%
183 184
185
186 187