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Apple
AAPL

Overview Fund Activity

5,074 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, 2,214 increasing their positions, 2,322 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,074
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
2,214
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
+$11.9B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.29B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$7.86B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$5.25B
5
Capital World Investors
Capital World Investors
California
+$4.84B

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$82B
2
State Street
State Street
Massachusetts
-$12.7B
3
Barclays
Barclays
United Kingdom
-$3.13B
4
GAA
Global Assets Advisory
Florida
-$1.93B
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$1.62B
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
1026
Krilogy Financial
Missouri
$48.4M -$2M -9,517 -4%
PWMAG
1027
Pinnacle Wealth Management Advisory Group
New Jersey
$48.4M -$867K -4,118 -2%
CAM
1028
Columbia Asset Management
Michigan
$48.4M -$1.95M -9,245 -4%
ACM
1029
Aljian Capital Management
Nevada
$48.2M -$2.24M -10,639 -4%
VCM
1030
Vision Capital Management
Oregon
$48.2M -$288K -1,366 -0.6%
SVWAG
1031
Sound View Wealth Advisors Group
Georgia
$48.1M -$1.74M -8,262 -3%
HT
1032
Heritage Trust
Oklahoma
$47.9M -$305K -1,447 -0.6%
SLI
1033
Sumitomo Life Insurance
Japan
$47.9M +$7.73M +37,601 +19%
FAM
1034
Formidable Asset Management
Ohio
$47.7M +$373K +1,773 +0.8%
DMIC
1035
Dixon Mitchell Investment Counsel
British Columbia, Canada
$47.5M +$782K +3,695 +2%
SVCP
1036
Silicon Valley Capital Partners
California
$47.4M -$947K -4,497 -2%
SWA
1037
SFMG Wealth Advisors
Texas
$47.3M -$188K -892 -0.4%
PA
1038
Procyon Advisors
Connecticut
$47.3M -$235K -1,116 -0.5%
GFS
1039
GYL Financial Synergies
Connecticut
$47.2M +$1.23M +5,834 +3%
WPC
1040
Wedmont Private Capital
Pennsylvania
$47.2M +$2.4M +10,400 +5%
EWM
1041
Elite Wealth Management
Washington
$47.1M -$1.01M -4,774 -2%
C
1042
Certuity
Florida
$47.1M -$2.29M -10,862 -5%
CIM
1043
Corda Investment Management
Texas
$46.9M -$340K -1,616 -0.7%
HPG
1044
Harvest Portfolios Group
Ontario, Canada
$46.8M +$4M +18,978 +9%
GL
1045
Graypoint LLC
New York
$46.8M +$2.73M +12,983 +6%
VWA
1046
Visionary Wealth Advisors
Illinois
$46.8M +$3.39M +16,073 +8%
FG
1047
Fiduciary Group
Georgia
$46.8M -$465K -2,209 -1%
ZF
1048
Zega Financial
Florida
$46.8M +$2.98M +14,154 +7%
TCOT
1049
Trust Company of Toledo
Ohio
$46.7M +$2.08M +9,868 +5%
QIM
1050
Quantitative Investment Management
Virginia
$46.6M +$46.6M +221,418 New
40 41
42
43 44