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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 %
VWM
1176
Venturi Wealth Management
Texas
$38.9M +$1.75M +8,298 +5%
PPW
1177
Parcion Private Wealth
Washington
$38.8M +$764K +3,628 +2%
LWM
1178
Lyell Wealth Management
California
$38.8M +$1.31M +6,209 +3%
KA
1179
Kovack Advisors
Florida
$38.8M -$7.25M -34,419 -16%
AA
1180
Aire Advisors
California
$38.8M -$286K -1,356 -0.7%
SCP
1181
Seizert Capital Partners
Michigan
$38.7M -$3.1M -14,702 -7%
AWA
1182
Arete Wealth Advisors
Illinois
$38.6M +$38.6M +189,903 New
NHAS
1183
Novo Holdings A/S
Denmark
$38.5M – – –
MAM
1184
Mark Asset Management
New York
$38.5M +$12.7M +60,477 +49%
BCMO
1185
Buckingham Capital Management (Ohio)
Ohio
$38.4M -$828K -3,931 -2%
CAL
1186
Capital Analysts LLC
Pennsylvania
$38.4M +$1.19M +5,646 +3%
JPMIA
1187
J.P. Marvel Investment Advisors
Massachusetts
$38.4M -$13.7K -65 -0%
Koshinski Asset Management
1188
Koshinski Asset Management
Illinois
$38.4M +$5.17M +22,636 +16%
SC
1189
Saybrook Capital
North Carolina
$38.3M -$1.2M -5,705 -3%
AWE
1190
Avidian Wealth Enterprises
Texas
$38.3M -$1.37M -6,504 -3%
AW
1191
Atlas Wealth
Ohio
$38.3M +$19.2M +86,507 +100%
PS
1192
Principal Securities
Iowa
$38.2M +$4.35M +20,658 +13%
WIC
1193
Woodmont Investment Counsel
Tennessee
$38M +$150K +710 +0.4%
TA
1194
TruWealth Advisors
Louisiana
$37.9M +$568K +2,697 +2%
WC
1195
Woodstock Corp
Massachusetts
$37.9M -$178K -843 -0.5%
WA
1196
WP Advisors
California
$37.8M -$72K -342 -0.2%
RCP
1197
Rothschild Capital Partners
New York
$37.8M – – –
WP
1198
Wedgewood Partners
Missouri
$37.8M -$1.05M -4,834 -3%
SVWG
1199
Shared Vision Wealth Group
United States
$37.7M +$1.44M +6,819 +4%
QI
1200
Qtron Investments
Massachusetts
$37.6M -$940K -4,461 -2%
46 47
48
49 50