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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 %
CD
1726
Chapin Davis
Maryland
$21.2M -$150K -714 -0.7%
MW
1727
MBL Wealth
North Carolina
$21.2M -$79K -375 -0.4%
MSAM
1728
Moloney Securities Asset Management
Missouri
$21.2M -$78.1K -371 -0.4%
MASUI
1729
MIRAE ASSET SECURITIES (USA) INC.
New York
$21.2M +$21.2M +100,419 New
JWM
1730
Jeppson Wealth Management
California
$21.1M -$66.6K -316 -0.3%
TPCW
1731
TD Private Client Wealth
New York
$21.1M -$1.41M -6,691 -6%
AMG
1732
Asset Management Group
Connecticut
$21.1M +$6.11K +29 +0%
RWA
1733
Roberts Wealth Advisors
California
$21.1M +$6.07M +26,527 +40%
RRCM
1734
Rappaport Reiches Capital Management
Illinois
$21.1M -$1.18M -5,606 -5%
SAM
1735
Smartleaf Asset Management
Massachusetts
$21M +$4.12M +19,221 +24%
KFI
1736
Key Financial Inc
Pennsylvania
$21M -$701K -3,328 -3%
WC
1737
Weil Company
California
$21M -$121K -575 -0.6%
HPIA
1738
Hamilton Point Investment Advisors
North Carolina
$21M +$111K +526 +0.5%
MWA
1739
Meridian Wealth Advisors
Texas
$21M -$881K -4,181 -4%
IA
1740
Insight Advisors
Pennsylvania
$21M -$706K -3,352 -3%
THWM
1741
Taylor Hoffman Wealth Management
Virginia
$21M +$62.2K +287 +0.3%
GCA
1742
Guardian Capital Advisors
Ontario, Canada
$20.9M +$181K +778 +0.9%
EWM
1743
EPG Wealth Management
Georgia
$20.9M -$16.5M -96,395 Closed
SDJVC
1744
St. Denis J. Villere & Co
Louisiana
$20.9M -$211K -1,000 -1%
PCTC
1745
Perkins Coie Trust Company
Washington
$20.9M -$352K -1,669 -2%
VSI
1746
Verde Servicos Internacionais
Brazil
$20.9M +$14.3M +67,798 +216%
EIP
1747
Ellis Investment Partners
Pennsylvania
$20.7M -$342K -1,625 -2%
PMFA
1748
Plante Moran Financial Advisors
Michigan
$20.7M +$1.26M +6,000 +6%
CBT
1749
Central Bank & Trust
Kentucky
$20.7M -$967K -4,591 -4%
WF
1750
WoodTrust Financial
Wisconsin
$20.7M +$249K +1,181 +1%
68 69
70
71 72