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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 %
CAM
1226
Cozad Asset Management
Illinois
$36.5M +$1.12M +5,328 +3%
DAM
1227
Draper Asset Management
New York
$36.5M +$1.8M +8,532 +5%
AWM
1228
Avior Wealth Management
Nebraska
$36.4M -$7.31M -34,722 -17%
GWM
1229
Geneos Wealth Management
Colorado
$36.4M -$175K -832 -0.5%
MWA
1230
Miller Wealth Advisors
Colorado
$36.3M -$313K -1,486 -0.9%
GAB
1231
German American Bancorp
Indiana
$36.2M +$1.01M +4,815 +3%
IUHSA
1232
Itau Unibanco Holding S.A.
Brazil
$36.2M +$36.2M +171,963 New
MCCA
1233
Mill Creek Capital Advisors
Pennsylvania
$36.2M +$1.76M +8,372 +5%
MGI
1234
MayTech Global Investments
New York
$36.2M -$2.16M -10,267 -6%
AG
1235
AIA Group
Hong Kong
$36.1M +$10.5M +49,922 +41%
ZIG
1236
Zullo Investment Group
Pennsylvania
$36.1M -$105K -500 -0.3%
AP
1237
Americana Partners
Texas
$36M -$1.49M -7,079 -4%
PCM
1238
Pennsylvania Capital Management
Pennsylvania
$36M -$232K -1,103 -0.6%
PFA
1239
Pure Financial Advisors
California
$35.9M -$1.15M -5,475 -3%
WA
1240
Wealth Architects
California
$35.8M +$9.48M +45,017 +36%
RA
1241
RFG Advisory
Alabama
$35.8M +$114K +539 +0.3%
ARAM
1242
Ardmore Road Asset Management
New York
$35.8M +$35.8M +170,000 New
P
1243
Pitcairn
Pennsylvania
$35.8M +$1.68M +7,986 +5%
NAS
1244
Nicolet Advisory Services
Wisconsin
$35.8M +$810K +3,478 +2%
SN
1245
Sittner & Nelson
Oregon
$35.8M -$56K -266 -0.2%
TAM
1246
Trust Asset Management
Texas
$35.7M – – –
AMBIA
1247
Allen Mooney & Barnes Investment Advisors
Georgia
$35.7M +$8.74M +41,473 +32%
WP
1248
Westmount Partners
California
$35.7M -$604K -2,787 -2%
PIA
1249
Perennial Investment Advisors
California
$35.6M +$153K +728 +0.4%
BWM
1250
Buckley Wealth Management
Nevada
$35.6M +$226K +1,071 +0.6%
48 49
50
51 52