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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 %
OAM
1401
Occidental Asset Management
California
$29.9M +$1.06M +5,040 +4%
DBIA
1402
Dumont & Blake Investment Advisors
New Jersey
$29.9M +$14.8M +70,317 +98%
GGS
1403
Galvin Gaustad & Stein
Arizona
$29.9M +$575K +2,728 +2%
SBH
1404
Segall Bryant & Hamill
Illinois
$29.8M +$563K +2,671 +2%
SRA
1405
Summit Rock Advisors
New York
$29.8M -$39.6M -188,237 -57%
OHIS
1406
Oak Harvest Investment Services
Texas
$29.8M +$2.58M +12,227 +9%
MMG
1407
Monetary Management Group
Missouri
$29.8M +$728K +3,455 +3%
CF
1408
Clarity Financial
Texas
$29.7M +$537K +2,549 +2%
FFO
1409
Fortitude Family Office
Arizona
$29.7M +$267K +1,270 +0.9%
SWK
1410
Stephen W. Kidder
$29.7M +$28.4K +135 +0.1%
FWP
1411
FAS Wealth Partners
Kansas
$29.7M +$1.52M +7,223 +5%
AC
1412
Arjuna Capital
North Carolina
$29.7M +$714K +3,390 +2%
TWA
1413
TCI Wealth Advisors
Arizona
$29.6M +$2.4M +11,374 +9%
JIR
1414
James Investment Research
Ohio
$29.6M -$616K -2,924 -2%
WPP
1415
Whalerock Point Partners
Rhode Island
$29.6M +$21.1K +100 +0.1%
SAM
1416
Smithbridge Asset Management
Pennsylvania
$29.5M -$2.18M -10,333 -7%
MCA
1417
Martin Capital Advisors
Texas
$29.5M -$480K -2,280 -2%
FCIM
1418
Fairview Capital Investment Management
California
$29.5M +$263K +1,248 +0.9%
MFG
1419
MidWestOne Financial Group
Iowa
$29.5M -$373K -1,771 -1%
BW
1420
Bison Wealth
Georgia
$29.5M – – –
NAM
1421
NTV Asset Management
West Virginia
$29.5M +$414K +1,965 +1%
PPWP
1422
Premier Path Wealth Partners
New Jersey
$29.4M +$1.31M +6,215 +5%
SC
1423
Searle & Co
Connecticut
$29.4M +$3.64M +17,268 +14%
LGWM
1424
Litman Gregory Wealth Management
California
$29.3M -$1.88M -8,908 -6%
RP
1425
Rowlandmiller & Partners
Georgia
$29.3M -$1.44M -6,834 -5%
55 56
57
58 59