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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 %
NI
4776
NFC Investments
Tennessee
$664K – – –
MLRA
4777
Main Line Retirement Advisors
Montana
$664K -$430K -2,043 -39%
SCM
4778
Shapiro Capital Management
Georgia
$663K – – –
ASI
4779
Advisory Services & Investments
Oregon
$659K -$66.6K -316 -9%
QHA
4780
Quarry Hill Advisors
Minnesota
$656K -$53.5K -254 -8%
CEI
4781
Clark Estates Inc
New York
$655K – – –
MWA
4782
Martel Wealth Advisors
Washington
$655K -$41.9K -199 -6%
FWP
4783
Family Wealth Partners
North Carolina
$652K – – –
KC
4784
Kinloch Capital
Virginia
$648K +$257K +1,218 +65%
BAM
4785
Boyar Asset Management
New York
$647K -$12.6K -60 -2%
STB
4786
S&T Bank
Pennsylvania
$645K -$29.5K -140 -4%
BFA
4787
Bluestem Financial Advisors
Illinois
$644K -$843 -4 -0.1%
SS
4788
Sound Stewardship
Kansas
$644K – – –
PC
4789
Prairiewood Capital
North Dakota
$642K – – –
JF
4790
Joule Financial
Kentucky
$642K +$62.8K +298 +11%
CPW
4791
Crestmont Private Wealth
Texas
$636K +$143K +678 +29%
AG
4792
Algert Global
California
$636K +$373K +1,770 +142%
CCAM
4793
Codex Capital Asset Management
Texas
$632K +$632K +3,000 New
FI
4794
Fosun International
China
$632K +$632K +3,000 New
CG
4795
Carmignac Gestion
France
$632K +$632K +3,000 New
GCWM
4796
Graham Capital Wealth Management
District of Columbia
$629K +$28K +133 +5%
IPA
4797
Investment Planning Advisors
Georgia
$629K +$629K +2,985 New
EA
4798
Evergreen Advisors
Tennessee
$628K -$135K -642 -18%
IFPL
4799
Investments & Financial Planning LLC
Kentucky
$626K +$211 +1 +0%
CWM
4800
Core Wealth Management
Florida
$625K +$10.5K +50 +2%
190 191
192
193 194