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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 %
RWM
1801
Rench Wealth Management
Texas
$19.6M -$92.7K -440 -0.5%
CCT
1802
Capital City Trust
Florida
$19.6M -$550K -2,609 -3%
UCMOK
1803
United Capital Management of KS
Kansas
$19.6M +$492K +2,336 +3%
HCP
1804
Holt Capital Partners
Texas
$19.6M +$258K +1,225 +1%
AWM
1805
Aries Wealth Management
Maine
$19.6M -$122K -577 -0.6%
SCM
1806
Sterneck Capital Management
Missouri
$19.6M -$359K -1,705 -2%
OBWG
1807
Onyx Bridge Wealth Group
New York
$19.6M +$155K +734 +0.8%
BAM
1808
Brave Asset Management
New Jersey
$19.5M -$179K -848 -0.9%
JCM
1809
Jacobi Capital Management
Pennsylvania
$19.5M +$62.1K +295 +0.3%
CFP
1810
Catalyst Financial Partners
Massachusetts
$19.5M +$1.24M +5,885 +7%
IP
1811
Isthmus Partners
Wisconsin
$19.5M -$386K -1,835 -2%
FNB
1812
Farmers National Bank
Kentucky
$19.5M -$292K -1,385 -1%
SCA
1813
St. Clair Advisors
Ohio
$19.5M -$17.3K -82 -0.1%
IIM
1814
Ipswich Investment Management
Massachusetts
$19.5M -$373K -1,769 -2%
GAA
1815
Guardian Asset Advisors
Pennsylvania
$19.4M +$154K +732 +0.8%
GIM
1816
Guardian Investment Management
California
$19.4M -$1.95M -9,271 -9%
LHC
1817
Little House Capital
Massachusetts
$19.4M +$1.98M +9,380 +11%
WE
1818
Wealth Effects
Massachusetts
$19.4M +$565K +2,681 +3%
FPB
1819
First PREMIER Bank
South Dakota
$19.4M -$96.5K -458 -0.5%
RA
1820
Riversedge Advisors
Delaware
$19.3M +$107K +510 +0.6%
MAWCM
1821
Mine & Arao Wealth Creation & Management
California
$19.3M +$246K +1,169 +1%
MCG
1822
McCollum Christoferson Group
New York
$19.3M -$1.5M -7,112 -7%
WIA
1823
Westbourne Investment Advisors
Maryland
$19.3M -$468K -2,223 -2%
OIA
1824
Optimum Investment Advisors
Illinois
$19.2M -$715K -3,394 -4%
KFA
1825
Kapstone Financial Advisors
Ohio
$19.2M -$17.7K -84 -0.1%
71 72
73
74 75