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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 %
SP
1701
Symmetry Partners
Connecticut
$21.8M -$2.68M -12,702 -11%
AHB
1702
Abner Herrman & Brock
New Jersey
$21.8M -$6.12M -29,042 -22%
ST
1703
Sentinel Trust
Texas
$21.7M -$2.91M -13,837 -12%
CAM
1704
Covenant Asset Management
New Jersey
$21.7M +$924K +4,387 +4%
ZB
1705
Zions Bancorporation
Utah
$21.6M +$1.41M +6,689 +7%
ACM
1706
Accent Capital Management
Ohio
$21.6M -$29.5K -140 -0.1%
MF
1707
Montis Financial
Massachusetts
$21.6M -$4.59M -21,809 -18%
VW
1708
Vantage Wealth
California
$21.6M +$176K +835 +0.8%
TS
1709
Tamar Securities
California
$21.5M -$2.44M -11,576 -10%
MWM
1710
Modern Wealth Management
Kansas
$21.5M +$3.84M +18,215 +22%
RPGK
1711
Retirement Planning Group (Kansas)
Kansas
$21.5M +$2.29M +10,874 +12%
SCM
1712
SOL Capital Management
Maryland
$21.5M +$438K +2,078 +2%
NAMM
1713
NorthStar Asset Management (Massachusetts)
Massachusetts
$21.5M +$139K +659 +0.6%
LCS
1714
Levin Capital Strategies
New York
$21.4M -$63K -299 -0.3%
RCA
1715
Riverview Capital Advisers
Massachusetts
$21.4M +$421 +2 +0%
JWM
1716
Jessup Wealth Management
Ohio
$21.4M -$744K -3,531 -3%
PCH
1717
PGIM Custom Harvest
New Jersey
$21.4M +$839K +3,983 +4%
AFAS
1718
Acorn Financial Advisory Services
Virginia
$21.3M -$315K -1,495 -1%
SWM
1719
Stockman Wealth Management
Montana
$21.3M +$391K +1,858 +2%
SFM
1720
Soros Fund Management
New York
$21.3M +$21.3M +101,055 New
AA
1721
Advisory Alpha
Michigan
$21.3M +$2.52M +11,947 +13%
CCC
1722
Chelsea Counsel Company
California
$21.3M +$53.9K +256 +0.3%
BOPW
1723
Brandywine Oak Private Wealth
Pennsylvania
$21.2M -$70.3K -334 -0.3%
SI
1724
Symmetry Investments
Jersey
$21.2M +$16.2M +76,945 +324%
BWP
1725
BSW Wealth Partners
Colorado
$21.2M -$397K -1,883 -2%
67 68
69
70 71