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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 %
PP
1751
PDS Planning
Ohio
$20.7M +$1.28M +6,055 +7%
FFWA
1752
FRG Family Wealth Advisors
Washington
$20.6M -$51.2K -247 -0.2%
PRIG
1753
Payden & Rygel Investment Group
California
$20.6M +$1.64M +7,800 +9%
PR
1754
Payden & Rygel
California
$20.6M +$1.64M +7,800 +9%
PCG
1755
Prosperity Consulting Group
Maryland
$20.6M -$2.97M -14,095 -13%
WC
1756
Westhampton Capital
North Carolina
$20.6M -$339K -1,610 -2%
HIC
1757
Harbor Island Capital
Massachusetts
$20.6M -$52.7K -250 -0.3%
BL
1758
BFSG LLC
California
$20.6M -$1.82M -8,627 -8%
HA
1759
Herold Advisors
New York
$20.6M +$298K +1,415 +1%
LIM
1760
Lathrop Investment Management
Arkansas
$20.5M -$324K -1,538 -2%
APWA
1761
Atlas Private Wealth Advisors
New Jersey
$20.5M +$10.1M +48,161 +98%
PWS
1762
Peterson Wealth Services
Utah
$20.5M +$237K +1,126 +1%
AAA
1763
Adams Asset Advisors
Texas
$20.5M – – –
AFM
1764
Armstrong Fleming & Moore
District of Columbia
$20.5M -$309K -1,467 -1%
NCM
1765
Nelson Capital Management
California
$20.4M +$1.36M +6,460 +7%
PCMK
1766
Paragon Capital Management (Kansas)
Kansas
$20.4M +$9.48K +45 +0%
JEST
1767
JTC Employer Solutions Trustee
Jersey
$20.4M -$1.09M -5,166 -5%
MWAM
1768
Manhattan West Asset Management
California
$20.4M -$2.42M -11,505 -11%
CYG
1769
Clean Yield Group
Vermont
$20.3M +$2.26M +10,713 +12%
PCS
1770
Personal CFO Solutions
New Jersey
$20.3M +$2.18M +10,371 +12%
NL
1771
Navalign LLC
California
$20.3M -$2.01M -9,549 -9%
HWM
1772
HFR Wealth Management
New York
$20.3M -$133K -631 -0.7%
BCA
1773
Bay Colony Advisors
Massachusetts
$20.3M +$83K +394 +0.4%
CCWA
1774
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.2M +$657K +3,117 +3%
TGCMU
1775
Titan Global Capital Management USA
New York
$20.1M -$325K -1,545 -2%
69 70
71
72 73