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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 %
EI
1676
Ellevest Inc
New York
$22.5M -$310K -1,470 -1%
IF
1677
Intrua Financial
Texas
$22.4M +$1.13M +5,360 +5%
KP
1678
Keel Point
Alabama
$22.4M +$5.73M +25,880 +34%
PCP
1679
Proficio Capital Partners
Massachusetts
$22.4M +$713K +3,386 +3%
GWMR
1680
GC Wealth Management RIA
Massachusetts
$22.4M +$482K +2,287 +2%
AWM
1681
Accurate Wealth Management
Florida
$22.4M +$1.87M +7,977 +9%
ERWM
1682
Elk River Wealth Management
Colorado
$22.3M -$1.95M -9,252 -8%
FPGK
1683
Financial Partners Group (Kansas)
Kansas
$22.3M +$105K +498 +0.5%
GA
1684
GSG Advisors
New Jersey
$22.3M -$416K -1,919 -2%
TCM
1685
Tufton Capital Management
Maryland
$22.3M +$4.42K +21 +0%
DLCIG
1686
D.L. Carlson Investment Group
New Hampshire
$22.3M -$525K -2,494 -2%
CJL
1687
Cyrus J. Lawrence
New York
$22.2M -$22.3K -106 -0.1%
MIM
1688
Martin Investment Management
Florida
$22.2M -$676K -3,211 -3%
MCP
1689
Mirador Capital Partners
California
$22.1M +$1.4M +6,655 +7%
CPBTD
1690
Central Pacific Bank - Trust Division
Hawaii
$22.1M +$2.16M +10,267 +11%
RWP
1691
Ridgecrest Wealth Partners
California
$22M +$149K +706 +0.7%
HIP
1692
Harrell Investment Partners
Texas
$22M +$77.5K +368 +0.4%
PCG
1693
PFC Capital Group
California
$22M -$4.84K -23 -0%
YIH
1694
Y-Intercept (HK)
Hong Kong
$22M +$17.6M +83,791 +406%
FI
1695
Financial Insights
Washington
$22M -$303K -1,438 -1%
RIM
1696
Redwood Investment Management
Arizona
$22M -$115K -547 -0.5%
BFA
1697
Benedict Financial Advisors
Georgia
$21.9M -$533K -2,531 -2%
MGWM
1698
Marks Group Wealth Management
Minnesota
$21.9M +$6.11K +29 +0%
NW
1699
Naviter Wealth
Arkansas
$21.9M +$2.73M +12,955 +14%
SIM
1700
Stratos Investment Management
Ohio
$21.9M -$2.11M -10,001 -9%
66 67
68
69 70