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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 %
TIA
1851
Traphagen Investment Advisors
New Jersey
$18.8M +$76.9K +365 +0.4%
PAM
1852
Pegasus Asset Management
New York
$18.8M +$56K +266 +0.3%
PWPS
1853
Pinnacle Wealth Planning Services
Ohio
$18.8M -$19.4K -92 -0.1%
CL
1854
CIM LLC
New York
$18.7M -$7.78K -35 -0%
MJP
1855
Michael J. Puzo
$18.7M -$272K -1,291 -1%
LNWTC
1856
Laird Norton Wetherby Trust Company
Washington
$18.7M -$3.32M -15,758 -15%
HWMO
1857
Heritage Wealth Management (Ohio)
Ohio
$18.7M +$18.7M +82,651 New
AIA
1858
AIMZ Investment Advisors
California
$18.7M -$491K -2,329 -3%
GAM
1859
Grandview Asset Management
Pennsylvania
$18.6M -$317K -1,506 -2%
LWA
1860
Lineweaver Wealth Advisors
Ohio
$18.6M +$163K +775 +0.9%
MCCP
1861
Mission Creek Capital Partners
California
$18.6M +$1.18M +5,622 +7%
GWANC
1862
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.6M +$356K +1,691 +2%
HC
1863
Hendley & Co
Ohio
$18.5M -$379K -1,800 -2%
RAS
1864
RPS Advisory Solutions
Kentucky
$18.5M +$18.5M +87,835 New
IP
1865
Ignite Planners
California
$18.4M +$35.5K +157 +0.2%
SIS
1866
Sound Income Strategies
Florida
$18.4M +$2.08M +9,886 +13%
WEG
1867
World Equity Group
Illinois
$18.4M -$18.9M -89,563 -51%
LTI
1868
Laffer Tengler Investments
Tennessee
$18.4M +$6.04M +28,673 +49%
QWM
1869
Quadcap Wealth Management
Texas
$18.4M +$2.06M +9,789 +13%
ACG
1870
Allen Capital Group
Nebraska
$18.3M +$454K +2,157 +3%
SIC
1871
SFE Investment Counsel
California
$18.3M +$227K +1,078 +1%
MFA
1872
Mayflower Financial Advisors
Massachusetts
$18.2M -$1.09M -5,467 -6%
AIM
1873
Avanda Investment Management
Singapore
$18.2M -$1.71M -8,131 -9%
TPA
1874
Trivium Point Advisory
Connecticut
$18.2M +$2.01M +9,534 +12%
GPI
1875
General Partner Inc
Pennsylvania
$18.2M -$135K -642 -0.7%
73 74
75
76 77