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Apple
AAPL

Overview Fund Activity

5,072 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, 2,321 reducing their positions, and 93 closing their positions.

Holders
5,072
Holders Change
+101
Holders Change %
+2.03%
% of All Funds
73.79%
Holding in Top 10
2,985
Holding in Top 10 Change
+352
Holding in Top 10 Change %
+13.37%
% of All Funds
43.42%
New
264
Increased
2,213
Reduced
2,321
Closed
93
Calls
$57.3B
Puts
$51.2B
Net Calls
+$6.07B
Net Calls Change
+$3.11B

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$72.8B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$21.9B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$14.6B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$38.2B
5
Capital World Investors
5
Capital World Investors
California
$8.85B

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$84.2B
2
State Street
2
State Street
Massachusetts
$111B
3
Barclays
3
Barclays
United Kingdom
$12B
4
GAA
4
Global Assets Advisory
Florida
$12M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$955M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCG
4926
BayBridge Capital Group
California
$403K -$5.06K -24 -1%
SWM
4927
SigFig Wealth Management
California
$401K – – –
NRWA
4928
North Ridge Wealth Advisors
Oregon
$400K +$400K +1,901 New
CG
4929
Castellan Group
Kentucky
$397K – – –
DJFS
4930
Dean Jacobson Financial Services
Texas
$394K – – –
ARA
4931
Alexander Randolph Advisory
Virginia
$393K – – –
KSWA
4932
Kathleen S. Wright Associates
Pennsylvania
$388K – – –
IIM
4933
Ironwood Investment Management
Massachusetts
$387K – – –
PRC
4934
Pearl River Capital
Michigan
$383K +$383K +1,817 New
MSA
4935
Marathon Strategic Advisors
Pennsylvania
$382K -$37.1K -176 -9%
FW
4936
Fairway Wealth
Ohio
$379K +$243K +1,156 +180%
WBWA
4937
William B. Walkup & Associates
South Carolina
$377K +$377K +1,792 New
AA
4938
AF Advisors
California
$377K -$1.9K -9 -0.5%
IA
4939
IFS Advisors
Kansas
$373K – – –
MIM
4940
Meixler Investment Management
Arizona
$371K +$67.8K +322 +22%
SC
4941
Schiavi & Co
Delaware
$368K -$8.84K -42 -2%
LFA
4942
Livelsberger Financial Advisory
Ohio
$364K +$421 +2 +0.1%
RCM
4943
Richardson Capital Management
Wisconsin
$361K +$7.16K +34 +2%
DRS
4944
Deane Retirement Strategies
Louisiana
$359K – – –
MC
4945
McCarthy & Cox
Ohio
$358K -$97.9K -465 -21%
BWM
4946
Buska Wealth Management
Wisconsin
$354K -$29.5K -140 -8%
MFG
4947
Marmo Financial Group
Tennessee
$354K – – –
AOG
4948
Alpha Omega Group
Virginia
$353K +$20.2K +96 +6%
ETS
4949
ESL Trust Services
New York
$349K +$56.4K +268 +19%
FAM
4950
Frontier Asset Management
Wyoming
$349K +$421 +2 +0.1%
196 197
198
199 200