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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 %
RRA
1826
Round Rock Advisors
Connecticut
$19.2M -$632K -2,999 -3%
NBT
1827
Northwest Bank & Trust
Iowa
$19.2M -$229K -1,088 -1%
ACM
1828
AlphaStar Capital Management
North Carolina
$19.2M +$1.47M +6,972 +8%
MW
1829
Marcum Wealth
Ohio
$19.2M +$1.29M +6,128 +7%
GIA
1830
Guyasuta Investment Advisors
Pennsylvania
$19.1M -$131K -680 -0.7%
CHA
1831
Carmichael Hill & Associates
Maryland
$19.1M -$835K -3,964 -4%
LT
1832
Legacy Trust
Michigan
$19.1M -$718K -3,407 -4%
MA
1833
MCF Advisors
Kentucky
$19.1M +$105K +499 +0.6%
SC
1834
Slow Capital
California
$19.1M -$1.62M -7,670 -8%
FFS
1835
Founders Financial Securities
Maryland
$19.1M +$3.13M +14,870 +20%
RLIM
1836
Red Lighthouse Investment Management
New York
$19.1M -$613K -2,910 -3%
WIM
1837
Westside Investment Management
California
$19.1M -$104K -495 -0.5%
CWC
1838
Carolinas Wealth Consulting
North Carolina
$19.1M -$39.8K -189 -0.2%
ECM
1839
EagleClaw Capital Management
Massachusetts
$19.1M -$114K -542 -0.6%
ORC
1840
O'Rourke & Company
Massachusetts
$19M -$33.3K -158 -0.2%
ELI
1841
Empire Life Investments
Ontario, Canada
$19M +$15.6M +74,273 +461%
TWM
1842
Tanager Wealth Management
United Kingdom
$19M +$245K +1,162 +1%
BWM
1843
BNC Wealth Management
Oregon
$19M +$578K +2,743 +3%
GWM
1844
GDS Wealth Management
Texas
$19M +$1.9M +9,021 +11%
SGI
1845
Summit Global Investments
Utah
$18.9M +$4.18M +19,853 +28%
IPW
1846
Inlet Private Wealth
Florida
$18.9M +$30.3K +144 +0.2%
AAG
1847
Armstrong Advisory Group
Massachusetts
$18.9M -$1.25M -5,931 -6%
FIB
1848
First Interstate Bank
Montana
$18.9M -$599K -2,842 -3%
RMAM
1849
Raab & Moskowitz Asset Management
New Jersey
$18.8M -$378K -1,793 -2%
CA
1850
CapWealth Advisors
Tennessee
$18.8M -$9.89M -46,974 -34%
72 73
74
75 76