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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 %
OAM
4751
Oberweis Asset Management
Illinois
$712K +$211 +1 +0%
TF
4752
Tenon Financial
New Jersey
$710K +$117K +557 +20%
GWAM
4753
Guardian Wealth Advisors (Minnesota)
Minnesota
$709K -$8.64K -41 -1%
RI
4754
Ridgewood Investments
New Jersey
$706K -$42.1K -200 -6%
AFWM
4755
Abich Financial Wealth Management
Virginia
$705K +$27.2K +129 +4%
MMC
4756
Mizuho Markets Cayman
Cayman Islands
$704K +$83.6K +397 +13%
MCP
4757
Martin Capital Partners
Oregon
$702K -$12.6K -60 -2%
CC
4758
Capstone Capital
Nevada
$700K +$63.2K +300 +10%
NL
4759
NDWM LLC
California
$698K +$842 +4 +0.1%
FF
4760
Financial Futures
New Jersey
$697K +$131K +621 +23%
CCA
4761
Cravens & Co Advisors
Tennessee
$697K – – –
BWA
4762
BCU Wealth Advisors
Illinois
$695K -$68.9K -327 -9%
GA
4763
Gordian Advisors
Arizona
$695K -$26.7K -127 -4%
AWMNH
4764
Arcadia Wealth Management (New Hampshire)
New Hampshire
$693K -$4.84K -23 -0.7%
AWP
4765
Avid Wealth Partners
Texas
$692K -$72.2K -343 -9%
CIM
4766
Cambria Investment Management
California
$690K +$690K +3,276 New
CCC
4767
Chesapeake Capital Corp
Florida
$690K +$690K +3,276 New
AAM
4768
Ameraudi Asset Management
New York
$686K +$686K +3,258 New
BBW
4769
Blue Barn Wealth
Utah
$683K +$28.2K +134 +4%
JFGLC
4770
Johnson Financial Group LLC (Colorado)
Colorado
$681K +$15K +71 +2%
PSB
4771
Passumpsic Savings Bank
Vermont
$679K -$600K -2,849 -47%
GFA
4772
Grunden Financial Advisory
Texas
$678K +$22.3K +106 +3%
JDR
4773
Jay D. Rosenbaum
$672K -$105K -500 -14%
FAG
4774
Financial Architects (Georgia)
Georgia
$670K -$52.7K -250 -7%
GSC
4775
Ground Swell Capital
South Carolina
$666K +$666K +3,163 New
189 190
191
192 193