AAPL icon

Apple
AAPL

Overview Fund Activity

5,073 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, 2,213 increasing their positions, 2,322 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,073
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
2,213
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
$72.8B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$21.9B
3
Capital Research Global Investors
Capital Research Global Investors
California
$14.6B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$38.2B
5
Capital World Investors
Capital World Investors
California
$8.85B

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$84.2B
2
State Street
State Street
Massachusetts
$111B
3
Barclays
Barclays
United Kingdom
$12B
4
GAA
Global Assets Advisory
Florida
$12M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$955M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPGDR
4851
Investidor Profissional Gestao de Recursos
Brazil
$540K +$540K +2,565 New
LFA
4852
LifeGuide Financial Advisors
Pennsylvania
$539K -$326K -1,546 -38%
BIG
4853
Boothe Investment Group
Delaware
$539K +$539K +2,486 New
WLG
4854
Williamson Legacy Group
Indiana
$537K +$20K +95 +4%
LI
4855
Louisbourg Investments
New Brunswick, Canada
$534K -$236K -1,300 -31%
AFA
4856
Alpha Financial Advisors
North Carolina
$534K +$8.64K +41 +2%
ACM
4857
Andina Capital Management
Utah
$533K +$41.5K +197 +8%
LEFP
4858
Leading Edge Financial Planning
Tennessee
$532K -$874K -4,148 -62%
RHJA
4859
Rice Hall James & Associates
California
$529K -$31.6K -150 -6%
SC
4860
Shearwater Capital
Colorado
$527K +$201K +956 +62%
MI
4861
Moneywise Inc
Virginia
$526K +$11K +52 +2%
KBG
4862
Kahn Brothers Group
New York
$525K – – –
DMKJ
4863
David M. Knott Jr
$525K – – –
VWM
4864
VanWeelden Wealth Management
Ohio
$521K +$521K +2,539 New
SMAM
4865
Sugar Maple Asset Management
Wisconsin
$520K +$3.37K +16 +0.7%
SHF
4866
Stage Harbor Financial
Massachusetts
$518K +$79.6K +378 +18%
ACM
4867
Absolute Capital Management
Pennsylvania
$518K +$101K +479 +24%
TC
4868
TAGStone Capital
North Carolina
$517K +$44.7K +212 +9%
MCB
4869
Morton Community Bank
Illinois
$515K – – –
DCBT
4870
Dakota Community Bank & Trust
North Dakota
$514K -$20K -95 -4%
SFA
4871
Semmax Financial Advisors
North Carolina
$509K +$205K +925 +67%
RC
4872
Randolph Company
Ohio
$508K – – –
FCM
4873
Fairholme Capital Management
Florida
$505K – – –
SM
4874
Sciencast Management
New Jersey
$505K +$505K +2,400 New
KWAG
4875
Kiely Wealth Advisory Group
North Carolina
$500K – – –
193 194
195
196 197