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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 %
CA
1576
Claro Advisors
Massachusetts
$24.9M +$652K +3,098 +3%
FWTB
1577
First Western Trust Bank
Colorado
$24.9M +$5.05M +23,971 +25%
CA
1578
Continuum Advisory
Idaho
$24.9M -$346K -1,641 -1%
WPW
1579
Warther Private Wealth
Ohio
$24.8M +$3.13M +14,868 +14%
CFD
1580
Creative Financial Designs
Indiana
$24.8M +$2.62M +12,435 +12%
SSI
1581
Scott & Selber Inc
Texas
$24.8M +$300K +1,426 +1%
CCM
1582
Copeland Capital Management
Pennsylvania
$24.7M +$681K +3,233 +3%
AF
1583
Arrow Financial
New York
$24.7M -$868K -4,120 -3%
MIG
1584
McGuire Investment Group
Rhode Island
$24.7M +$59.8K +284 +0.2%
AFA
1585
Abacus FCF Advisors
Florida
$24.6M -$7.37M -34,993 -23%
RWB
1586
RMR Wealth Builders
New Jersey
$24.6M -$778K -3,692 -3%
MWM
1587
Marietta Wealth Management
Georgia
$24.6M +$1.29M +6,114 +6%
GCM
1588
Goldstream Capital Management
Hong Kong
$24.6M +$7.45M +35,393 +44%
BHPW
1589
Beverly Hills Private Wealth
California
$24.6M -$204K -970 -0.8%
GJCM
1590
Grand Jean Capital Management
California
$24.6M -$2.68M -12,720 -10%
ALC
1591
Alexander Labrunerie & Co
Missouri
$24.5M +$254K +1,208 +1%
1WA
1592
180 Wealth Advisors
Washington
$24.5M +$103K +452 +0.4%
BRA
1593
Biechele Royce Advisors
Indiana
$24.5M +$2.81M +13,354 +13%
JSC
1594
Jackson Square Capital
California
$24.5M +$1.03M +4,914 +4%
MA
1595
MONECO Advisors
Connecticut
$24.5M +$3.23M +15,320 +15%
FTC
1596
Farmers Trust Company
Ohio
$24.4M +$1.22M +5,783 +5%
LWM
1597
Liberty Wealth Management
California
$24.4M +$10.1M +75,072 +71%
JRP
1598
Jasper Ridge Partners
California
$24.3M – – –
JPWM
1599
Jamison Private Wealth Management
Georgia
$24.3M -$267K -1,269 -1%
FA
1600
Financial Avengers
California
$24.2M -$729K -3,460 -3%
62 63
64
65 66