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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 %
TC
5001
Touchstone Capital
Pennsylvania
$274K 1,300 – –
TH
5002
Team Hewins
California
$273K 1,297 +1,297 New
EFMH
5003
E Fund Management (HK)
Hong Kong
$271K 1,287 -1,391 -52%
SM
5004
Samjo Management
New York
$270K 1,280 – –
MAG
5005
Members Advisory Group
New York
$269K 1,278 -7 -0.5%
CM
5006
Cornerstone Management
Georgia
$267K 1,269 -54 -4%
FLA
5007
Financial Life Advisors
Texas
$267K 1,267 – –
OTL
5008
Oak Thistle LLC
New York
$265K 1,259 -706 -36%
TPCM
5009
Templeton & Phillips Capital Management
Tennessee
$265K 1,256 – –
BHWM
5010
Bay Harbor Wealth Management
Maryland
$264K 1,254 -2 -0.2%
AAG
5011
Accordant Advisory Group
Maryland
$263K 1,249 -9,399 -88%
AC
5012
Applied Capital
Arkansas
$261K 1,238 -264 -18%
TFA
5013
Tranquilli Financial Advisor
New Jersey
$260K 1,199 -658 -35%
RJTCONH
5014
Raymond James Trust Company of New Hampshire
New Hampshire
$257K 1,222 +3 +0.2%
SGI
5015
Swan Global Investments
Colorado
$257K 1,221 +1,221 New
CSIA
5016
Carl Stuart Investment Advisor
Texas
$256K 1,215 +26 +2%
FOFP
5017
Fee-Only Financial Planning
South Carolina
$253K 1,202 – –
TCM
5018
Twele Capital Management
Minnesota
$253K 1,202 +1,202 New
SWA
5019
Safir Wealth Advisors
New Hampshire
$253K 1,200 – –
EFP
5020
Envision Financial Planning
Tennessee
$252K 1,196 -85 -7%
AA
5021
AlphaQ Advisors
Florida
$251K 1,193 -9,629 -89%
SF
5022
Schaeffer Financial
Maryland
$251K 1,190 +1 +0.1%
CCIA
5023
Campbell & Co Investment Adviser
Maryland
$250K 1,189 -3,090 -72%
SL
5024
Savior LLC
Massachusetts
$248K 1,176 +1,176 New
CCMIC
5025
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$247K 1,175 -150 -11%
199 200
201
202 203