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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 %
AWAG
1201
ARS Wealth Advisors Group
Florida
$37.5M -$1.03M -4,911 -3%
NCM
1202
Novare Capital Management
North Carolina
$37.5M -$451K -2,140 -1%
LPT
1203
Legacy Private Trust
Wisconsin
$37.3M -$400K -1,897 -1%
ESBC
1204
E.S. Barr & Co
Kentucky
$37.3M -$279K -1,323 -0.7%
BOH
1205
Bank of Hawaii
Hawaii
$37.3M -$466K -2,214 -1%
RWA
1206
River Wealth Advisors
Pennsylvania
$37.2M +$71.2K +338 +0.2%
JA
1207
JLB & Associates
Michigan
$37.2M -$470K -2,231 -1%
MCM
1208
Mengis Capital Management
Oregon
$37.2M -$16.7M -79,107 -31%
FMWA
1209
Forvis Mazars Wealth Advisors
Missouri
$37.2M -$1.79M -8,494 -5%
SCA
1210
Sage Capital Advisors
South Dakota
$37.1M -$642K -3,048 -2%
CC
1211
Centiva Capital
New York
$37M +$35.1M +166,444 +1,826%
TW
1212
Trajan Wealth
Arizona
$36.9M +$5.11M +24,258 +16%
CCM
1213
Campbell Capital Management
Florida
$36.9M -$164K -779 -0.4%
FNFDCM
1214
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$36.8M -$113K -535 -0.3%
OGC
1215
Oak Grove Capital
New Hampshire
$36.8M -$7.11M -33,737 -16%
CA
1216
Callahan Advisors
Texas
$36.8M +$1.93M +9,183 +6%
LMKC
1217
L.M. Kohn & Company
Ohio
$36.8M -$2.68M -12,701 -7%
SC
1218
Skylands Capital
Wisconsin
$36.8M -$5.6M -26,600 -13%
NO
1219
Ninety One
South Africa
$36.8M +$22.8M +107,014 +164%
WCMN
1220
Westchester Capital Management (Nebraska)
Nebraska
$36.7M -$345K -1,639 -0.9%
SAG
1221
SageView Advisory Group
California
$36.7M +$1.68M +7,968 +5%
FFP
1222
FourThought Financial Partners
Florida
$36.7M -$802K -3,808 -2%
GLA
1223
Good Life Advisors
Pennsylvania
$36.7M +$802K +3,810 +2%
SAM
1224
SignalPoint Asset Management
Missouri
$36.6M -$1.98M -9,420 -5%
GIA
1225
GHP Investment Advisors
Colorado
$36.5M -$1.18M -5,580 -3%
47 48
49
50 51