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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 %
BC
4726
BIT Capital
Germany
$768K +$768K +3,648 New
WG
4727
Watchman Group
Texas
$765K -$17.3K -82 -2%
WIC
4728
Whitegate Investment Counselors
New Hampshire
$758K +$59.6K +283 +9%
PM
4729
Phraction Management
Connecticut
$758K +$211 +1 +0%
SFMG
4730
Sage Financial Management Group
Virginia
$754K -$14.5K -69 -2%
SW
4731
Schulz Wealth
Texas
$752K -$13.5K -64 -2%
VCM
4732
Verde Capital Management
Michigan
$748K +$429K +2,037 +134%
WH
4733
Whitcomb & Hess
Ohio
$746K +$12.4K +59 +2%
IPWA
4734
International Private Wealth Advisors
California
$745K +$75.8K +360 +11%
HMS
4735
Hanseatic Management Services
New Mexico
$742K +$71K +337 +11%
VWA
4736
Valued Wealth Advisors
Utah
$738K -$27.2K -129 -4%
SBCM
4737
Silverberg Bernstein Capital Management
New York
$737K – – –
HCRE
4738
Hoya Capital Real Estate
Connecticut
$737K – – –
MCM
4739
MontVue Capital Management
Virginia
$737K +$445K +2,112 +152%
SFO
4740
Standard Family Office
South Dakota
$736K – – –
TFG
4741
Team Financial Group
California
$736K +$21.5K +102 +3%
OCFG
4742
O'Connor Financial Group
Illinois
$732K -$2.11K -10 -0.3%
LWA
4743
Lowe Wealth Advisors
Maryland
$732K -$421 -2 -0.1%
ACM
4744
Anfield Capital Management
California
$731K +$161K +764 +28%
RBCM
4745
Raub Brock Capital Management
California
$731K – – –
DFA
4746
DHK Financial Advisors
New Hampshire
$730K +$730K +3,464 New
CWA
4747
Carolina Wealth Advisors
South Carolina
$725K -$15.8K -75 -2%
SWP
4748
Significant Wealth Partners
Illinois
$724K +$8.43K +40 +1%
SM
4749
Salzhauer Michael
$720K – – –
OAM
4750
Oxford Asset Management
United Kingdom
$714K +$177K +842 +33%
188 189
190
191 192