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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
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 %
BIM
4976
Bullseye Investment Management
Ohio
$318K -$12.2K -55 -4%
DWA
4977
Divergent Wealth Advisors
Utah
$317K +$317K +1,507 New
FWSM
4978
First Wilshire Securities Management
California
$317K -$52K -247 -14%
MG
4979
MilWealth Group
Wisconsin
$316K – – –
WG
4980
Winton Group
United Kingdom
$316K +$316K +1,501 New
GCIA
4981
Gabelli & Co Investment Advisers
New York
$316K – – –
MHB
4982
Midwest Heritage Bank
Iowa
$315K +$315K +1,495 New
BMC
4983
Bear Mountain Capital
Washington
$314K -$46.1K -200 -13%
PIC
4984
Platt Investment Counsel
Florida
$313K – – –
SEM
4985
Strategic Equity Management
Arizona
$311K -$5.9K -28 -2%
DA
4986
DSC Advisors
Illinois
$311K -$18.5K -88 -6%
DGI
4987
Disciplined Growth Investors
Minnesota
$308K – – –
AWA
4988
Arbor Wealth Advisors
Michigan
$307K – – –
SL
4989
SWMG LLC
Texas
$306K +$306K +1,453 New
OR
4990
Olympiad Research
Connecticut
$301K +$301K +1,427 New
APSI
4991
Asset Planning Services Inc
Louisiana
$297K – – –
SFG
4992
Socha Financial Group
New York
$296K -$2.02M -9,602 -87%
CCM
4993
Ciovacco Capital Management
Georgia
$293K – – –
G
4994
Gainplan
Michigan
$291K -$114K -542 -28%
BFA
4995
Brown Financial Advisory
Alabama
$287K +$10.5K +50 +4%
CF
4996
Crosspoint Financial
California
$287K +$287K +1,364 New
CFGF
4997
Compass Financial Group (Florida)
Florida
$285K +$7.47K +33 +3%
TJHA
4998
Thomas J. Herzfeld Advisors
Florida
$280K +$280K +1,330 New
WCM
4999
Windham Capital Management
Massachusetts
$279K – – –
ACM
5000
American Capital Management
New York
$277K – – –
198 199
200
201 202