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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 %
AC
1976
AlphaCore Capital
California
$16.6M +$3.29M +15,600 +25%
APWM
1977
Argonautica Private Wealth Management
Massachusetts
$16.6M +$15.8K +75 +0.1%
SSWM
1978
Strait & Sound Wealth Management
California
$16.6M +$2.43M +11,544 +17%
CAM
1979
Cidel Asset Management
Ontario, Canada
$16.6M +$1.29M +6,139 +8%
Capstone Investment Advisors
1980
Capstone Investment Advisors
New York
$16.6M -$43M -204,077 -72%
SM
1981
Sweeney & Michel
California
$16.5M -$224K -978 -1%
AOWM
1982
Alpha Omega Wealth Management
Virginia
$16.5M -$73.5K -349 -0.4%
AGAM
1983
Avalon Global Asset Management
California
$16.5M +$84.2K +400 +0.5%
DDPIC
1984
Deroy & Devereaux Private Investment Counsel
Michigan
$16.5M -$1.97M -9,336 -11%
JHCP
1985
Jackson Hole Capital Partners
Oklahoma
$16.5M -$32.6K -155 -0.2%
HI
1986
Humankind Investments
New York
$16.5M -$1.94M -9,208 -11%
BFPW
1987
BOK Financial Private Wealth
Colorado
$16.4M -$361K -1,714 -2%
MPW
1988
Monterey Private Wealth
California
$16.4M -$60.4K -287 -0.4%
KWM
1989
Keebeck Wealth Management
Illinois
$16.4M -$427K -2,026 -3%
SGA
1990
Strategic Global Advisors
California
$16.4M +$314K +1,493 +2%
COCM
1991
Charter Oak Capital Management
New Hampshire
$16.4M -$361K -1,712 -2%
IEFM
1992
IQ EQ Fund Management
Ireland
$16.4M -$78.6K -373 -0.5%
HNW
1993
High Note Wealth
Minnesota
$16.4M +$226K +1,074 +1%
HI
1994
Hoey Investments
Pennsylvania
$16.4M -$1.77M -8,408 -10%
PAS
1995
Professional Advisory Services
Florida
$16.4M -$604K -2,867 -4%
SICM
1996
Sustainable Insight Capital Management
New York
$16.4M +$3.01M +14,300 +23%
LD
1997
Lipe & Dalton
New York
$16.4M -$670K -3,181 -4%
RCYC
1998
Richard C. Young & Co
Rhode Island
$16.4M +$13.5M +64,100 +469%
DWP
1999
Destiny Wealth Partners
Florida
$16.4M +$1.01M +4,801 +7%
RW
2000
Rockport Wealth
Ohio
$16.3M +$15M +71,141 +1,119%
78 79
80
81 82