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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 %
GCM
4626
Gunderson Capital Management
South Carolina
$982K +$64.2K +305 +7%
PCM
4627
Perkins Capital Management
Minnesota
$979K – – –
SRCM
4628
Signature Resources Capital Management
California
$976K -$70.6K -335 -7%
UWM
4629
USAdvisors Wealth Management
Minnesota
$975K +$27.8K +132 +3%
MWA
4630
Merkkuri Wealth Advisors
New York
$975K +$975K +4,640 New
EWM
4631
Endowment Wealth Management
Wisconsin
$974K -$46.3K -220 -5%
WFA
4632
Websterrogers Financial Advisors
South Carolina
$971K -$154K -731 -14%
TWA
4633
Tandem Wealth Advisors
Arizona
$965K – – –
IHWM
4634
Iron Horse Wealth Management
Iowa
$963K +$136K +647 +16%
PFA
4635
Petra Financial Advisors
Colorado
$955K -$22.7K -108 -2%
ACM
4636
Argyle Capital Management
Pennsylvania
$955K – – –
KA
4637
Kure Advisory
Minnesota
$954K +$84.9K +403 +10%
SCA
4638
Scott Capital Advisors
Oregon
$953K +$81.4K +356 +9%
KPPF
4639
Klein Pavlis & Peasley Financial
California
$949K +$10.7K +51 +1%
RA
4640
Rise Advisors
New York
$948K -$4.85K -23 -0.5%
SCM
4641
Stordahl Capital Management
Colorado
$947K – – –
AA
4642
AJ Advisors
Tennessee
$943K -$1.6M -7,612 -63%
SIA
4643
Spectrum Investment Advisors
Wisconsin
$939K -$1.08M -5,118 -53%
LL
4644
LPWM LLC
Minnesota
$937K -$39.6K -174 -4%
LODC
4645
Lanham O'Dell & Company
West Virginia
$936K – – –
BP
4646
BCK Partners
New York
$935K +$129K +613 +16%
TCFP
4647
Treasure Coast Financial Planning
Florida
$935K -$85.1K -404 -8%
SFS
4648
Sharp Financial Services
Pennsylvania
$931K -$93.1K -442 -9%
PI
4649
Pachira Investments
California
$927K +$268K +1,272 +41%
PWA
4650
Pillar Wealth Advisors
Pennsylvania
$918K -$57.5K -273 -6%
184 185
186
187 188