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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 Market Value Shares Shares
Change 		Shares
Change %
JSA
4951
Jacobson & Schmitt Advisors
Wisconsin
$348K 1,651 +1,651 New
RMSCM
4952
R.M. Sincerbeaux Capital Management
New York
$347K 1,648 -600 -27%
AIA
4953
Acute Investment Advisory
Arizona
$347K 1,648 -13 -0.8%
CC
4954
Cultivar Capital
Texas
$345K 1,638 -210 -11%
RWIA
4955
Roger Wittlin Investment Advisory
California
$341K 1,618 – –
CIA
4956
Citadel Investment Advisory
Ohio
$337K 1,600 – –
ASGS
4957
Alpha Square Group S
New York
$337K 1,600 +1,600 New
BF
4958
Brooklyn FI
New York
$334K 1,588 -22 -1%
ES
4959
ETF Store
Kansas
$334K 1,587 -293 -16%
AI
4960
ArchPoint Investors
Florida
$334K 1,586 +1,586 New
PWM
4961
Pacific Wealth Management
California
$333K 1,580 – –
FWM
4962
FMFE Wealth Management
New York
$332K 1,577 – –
SMFG
4963
Sumitomo Mitsui Financial Group
Japan
$331K 1,548 -7,504 -83%
APW
4964
Atlantic Private Wealth
North Carolina
$330K 1,568 +200 +15%
CIM
4965
Contravisory Investment Management
Massachusetts
$329K 1,564 -2,203 -58%
FVCM
4966
F&V Capital Management
Florida
$328K 1,555 -320 -17%
RA
4967
Resolute Advisors
California
$328K 1,555 – –
DC
4968
Dorval Corp
Minnesota
$327K 1,700 – –
LIM
4969
Letson Investment Management
Georgia
$326K 1,549 +80 +5%
BWS
4970
BCR Wealth Strategies
Alabama
$323K 1,537 – –
VAG
4971
Vannoy Advisory Group
Texas
$323K 1,532 – –
KPP
4972
Kings Path Partners
Texas
$322K 1,530 +1,530 New
KMC
4973
Kirr Marbach & Co
Indiana
$320K 1,522 – –
HWA
4974
Hillcrest Wealth Advisors
New Jersey
$319K 1,514 -263 -15%
BIM
4975
Bullseye Investment Management
Ohio
$318K 1,436 -55 -4%
197 198
199
200 201