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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 %
DCM
1601
Decatur Capital Management
Georgia
$24.2M +$666K +3,161 +3%
BA
1602
Ballast Advisors
Minnesota
$24.2M +$243K +1,154 +1%
BMO
1603
Beck Mack & Oliver
New York
$24.1M -$1.13M -5,358 -4%
ADL
1604
Asset Dedication LLC
California
$24.1M +$1.15M +5,466 +5%
KHLMVGHM
1605
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$24.1M -$3.08M -14,639 -11%
CM
1606
Crestline Management
Texas
$24M +$20.4M +97,000 +571%
MC
1607
Montag & Caldwell
Georgia
$24M +$10.6M +50,256 +79%
AWM
1608
Absher Wealth Management
North Carolina
$24M +$316K +1,499 +1%
GC
1609
GFG Capital
Florida
$23.9M +$68.5K +325 +0.3%
BFM
1610
Boothbay Fund Management
New York
$23.9M +$22.1M +105,165 +1,260%
GSEP
1611
Golden State Equity Partners
California
$23.9M +$23.9M +113,433 New
ECG
1612
Edge Capital Group
Georgia
$23.9M +$250K +1,186 +1%
HFS
1613
Haverford Financial Services
Pennsylvania
$23.9M -$29.7K -141 -0.1%
RDWM
1614
Red Door Wealth Management
Tennessee
$23.8M +$681K +3,232 +3%
TCA
1615
Trifecta Capital Advisors
Illinois
$23.8M +$275K +1,305 +1%
OA
1616
Oak Associates
Ohio
$23.8M – – –
GC
1617
Garde Capital
Washington
$23.7M -$510K -2,421 -2%
Financial Engines Advisors
1618
Financial Engines Advisors
California
$23.7M +$4.2M +19,932 +22%
RWM
1619
RKL Wealth Management
Pennsylvania
$23.7M -$574K -2,724 -2%
NIG
1620
NFJ Investment Group
Texas
$23.7M -$1.55M -7,378 -6%
AF
1621
Advisornet Financial
Minnesota
$23.6M -$66.6K -316 -0.3%
BMWM
1622
Brown Miller Wealth Management
Virginia
$23.6M +$148K +705 +0.6%
BFW
1623
Brady Family Wealth
Missouri
$23.6M -$532K -2,527 -2%
PSFG
1624
Prairie Sky Financial Group
Illinois
$23.6M -$81.1K -385 -0.3%
WCM
1625
Whitener Capital Management
North Carolina
$23.5M -$123K -586 -0.5%
63 64
65
66 67