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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 %
SAF
1651
Smith Anglin Financial
Texas
$23M -$99.2K -471 -0.4%
RPWA
1652
Regent Peak Wealth Advisors
Georgia
$23M -$238K -1,131 -1%
ESB
1653
Essex Savings Bank
Connecticut
$22.9M -$529K -2,514 -2%
LA
1654
LM Advisors
California
$22.9M -$11.1M -52,901 -33%
M
1655
MOTCO
Texas
$22.9M -$427K -2,027 -2%
WCA
1656
Westover Capital Advisors
Delaware
$22.9M -$502K -2,383 -2%
BOSSRA
1657
B.O.S.S. Retirement Advisors
Utah
$22.8M +$7.9M +37,490 +53%
PSP
1658
Principal Street Partners
Tennessee
$22.8M +$92K +437 +0.4%
MA
1659
MSA Advisors
California
$22.8M +$1.17M +5,560 +5%
PWM
1660
Paulson Wealth Management
Illinois
$22.8M -$61.3K -291 -0.3%
SMA
1661
Sage Mountain Advisors
Georgia
$22.7M +$2.93M +13,891 +15%
IWA
1662
IBEX Wealth Advisors
New Jersey
$22.7M -$272K -1,291 -1%
Members Trust
1663
Members Trust
Florida
$22.7M +$16M +75,898 +238%
TI
1664
TTP Investments
California
$22.7M +$547K +2,597 +2%
CPIA
1665
Cornell Pochily Investment Advisors
New York
$22.6M +$180K +854 +0.8%
TC
1666
Tenere Capital
New York
$22.6M +$11M +52,407 +95%
SSA
1667
Sierra Summit Advisors
Nevada
$22.6M -$2.8M -13,272 -11%
VBFG
1668
Vishria Bird Financial Group
Tennessee
$22.6M -$29.1K -138 -0.1%
LJAC
1669
L.J. Altfest & Co
New York
$22.6M +$200K +949 +0.9%
FC
1670
Fulcrum Capital
Washington
$22.5M -$792K -3,760 -3%
PAS
1671
Point72 Asia (Singapore)
Singapore
$22.5M +$16.2M +76,870 +255%
9WM
1672
9258 Wealth Management
Ohio
$22.5M -$597K -2,835 -3%
CWM
1673
CMH Wealth Management
New Hampshire
$22.5M -$426K -2,024 -2%
Loomis, Sayles & Company
1674
Loomis, Sayles & Company
Massachusetts
$22.5M +$9.41M +44,683 +72%
HCM
1675
Harvey Capital Management
Florida
$22.5M -$302K -1,434 -1%
65 66
67
68 69