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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 %
NHT
1501
New Hampshire Trust
New Hampshire
$27M -$12.6K -60 -0%
FM
1502
Freemont Management
Switzerland
$27M +$4.49M +21,300 +20%
AP
1503
Atwood & Palmer
Missouri
$26.9M -$226K -1,072 -0.8%
IWA
1504
Icon Wealth Advisors
Texas
$26.9M +$9.56M +43,051 +55%
PA
1505
Perennial Advisors
New York
$26.9M -$481K -2,283 -2%
Harris Associates
1506
Harris Associates
Illinois
$26.9M -$444K -2,106 -2%
JWA
1507
JFS Wealth Advisors
Pennsylvania
$26.8M -$435K -2,063 -2%
BMC
1508
Benin Management Corp
Connecticut
$26.8M -$1.81M -8,572 -6%
PAM
1509
Peak Asset Management
Colorado
$26.8M +$17.9K +85 +0.1%
CA
1510
Cornerstone Advisory
Maryland
$26.7M +$417K +1,978 +2%
TWM
1511
Tradition Wealth Management
Minnesota
$26.7M -$36.6K -174 -0.1%
SPG
1512
Strategic Planning Group
Utah
$26.7M -$17.3M -82,278 -39%
HRC
1513
Hoertkorn Richard Charles
$26.6M -$1.72M -8,162 -6%
PTB
1514
Pioneer Trust Bank
Oregon
$26.6M -$201K -955 -0.7%
PAMG
1515
Patton Albertson Miller Group
Tennessee
$26.6M +$798K +3,790 +3%
SIC
1516
Sigma Investment Counselors
Michigan
$26.6M -$540K -2,562 -2%
BWL
1517
Bogart Wealth LLC
Virginia
$26.5M +$1.22M +5,778 +5%
AWM
1518
Activest Wealth Management
Florida
$26.5M +$21.2M +100,533 +398%
OCAM
1519
Onex Canada Asset Management
Ontario, Canada
$26.5M -$891K -4,229 -3%
AIM
1520
Anchor Investment Management
South Carolina
$26.4M +$671K +3,184 +3%
KWMG
1521
King Wealth Management Group
Florida
$26.4M +$210K +997 +0.8%
MCA
1522
Maryland Capital Advisors
Maryland
$26.3M +$20.8M +98,800 +376%
AP
1523
Adero Partners
California
$26.3M +$7.08M +33,602 +37%
PL
1524
Parthenon LLC
Kentucky
$26.3M -$417K -1,982 -2%
WAS
1525
Winch Advisory Services
Wisconsin
$26.2M -$430K -2,043 -2%
59 60
61
62 63