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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 %
BIP
1151
Blue Investment Partners
California
$40.3M -$5.34M -25,373 -12%
DLA
1152
Douglas Lane & Associates
New York
$40.3M -$1.04M -4,944 -3%
TYCC
1153
Texas Yale Capital Corp
Florida
$40.2M -$568K -2,695 -1%
DWT
1154
Dorsey & Whitney Trust
South Dakota
$40.2M +$3.34M +15,851 +9%
TGAM
1155
TBH Global Asset Management
Tennessee
$40M -$6.61M -31,397 -14%
NP
1156
Nilsine Partners
Colorado
$40M +$828K +3,932 +2%
AF
1157
Apexium Financial
Texas
$39.9M -$702K -3,333 -2%
FFG
1158
Fiduciary Financial Group
California
$39.9M +$39.9M +169,853 New
NS
1159
NBC Securities
Alabama
$39.8M +$271K +1,285 +0.7%
APP
1160
Avantax Planning Partners
Iowa
$39.8M -$1.82M -8,634 -4%
NFG
1161
Nations Financial Group
Iowa
$39.8M +$390K +1,850 +1%
CFP
1162
Cascade Financial Partners
California
$39.8M -$75.2K -357 -0.2%
WP
1163
Waycross Partners
Kentucky
$39.6M +$3.89M +18,460 +11%
OWA
1164
One Wealth Advisors
California
$39.6M -$7.79M -36,040 -16%
AWM
1165
Avitas Wealth Management
California
$39.6M -$1M -4,765 -2%
DS
1166
DRW Securities
Illinois
$39.5M -$10.1M -47,744 -20%
RSVP
1167
Ramsay Stattman Vela & Price
Colorado
$39.4M -$95.2K -452 -0.2%
WTB
1168
Washington Trust Bank
Washington
$39.3M -$498K -2,366 -1%
TCM
1169
Trybe Capital Management
Connecticut
$39.2M – – –
PA
1170
PFG Advisors
Arizona
$39.2M +$1.7M +8,088 +5%
NAMP
1171
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$39.2M -$935K -4,440 -2%
DP
1172
DDD Partners
Washington
$39M +$97.1K +461 +0.2%
CWS
1173
Confluence Wealth Services
Pennsylvania
$39M +$7.48M +35,537 +24%
BCM
1174
Bowie Capital Management
Texas
$39M +$11.1M +52,795 +40%
CCA
1175
Checchi Capital Advisers
California
$39M +$1.14M +5,392 +3%
45 46
47
48 49