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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 %
RCA
2001
Resonant Capital Advisors
Wisconsin
$16.3M +$593K +2,814 +4%
LSCM
2002
Light Street Capital Management
California
$16.3M +$16.3M +77,459 New
MP
2003
McDonald Partners
Ohio
$16.3M +$623K +2,959 +4%
AWM
2004
Aviso Wealth Management
Washington
$16.3M -$163K -772 -1%
CA
2005
Crewe Advisors
Utah
$16.3M -$149K -706 -0.9%
CC
2006
Capital Counsel
New York
$16.3M -$66.3K -315 -0.4%
NB
2007
Northwest Bancshares
Pennsylvania
$16.2M -$548K -2,602 -3%
SFA
2008
Souders Financial Advisors
Ohio
$16.2M +$481K +2,283 +3%
WA
2009
WealthTrust Axiom
Pennsylvania
$16.2M -$842 -4 -0%
BIC
2010
Beach Investment Counsel
Pennsylvania
$16.2M -$5.3M -25,179 -25%
GMA
2011
Glassy Mountain Advisors
Maryland
$16.2M +$288K +1,368 +2%
UF
2012
Univest Financial
Pennsylvania
$16.2M +$225K +1,066 +1%
BWP
2013
Balboa Wealth Partners
Arizona
$16.2M +$853K +4,049 +6%
WAS
2014
WESPAC Advisors SoCal
California
$16.1M -$4.13M -19,608 -20%
EAMA
2015
EFG Asset Management (Americas)
Florida
$16.1M +$4.97M +23,588 +45%
IFS
2016
Ifrah Financial Services
Arkansas
$16.1M +$681K +3,234 +4%
PFGIA
2017
Patriot Financial Group Insurance Agency
Massachusetts
$16.1M -$269K -1,275 -2%
FNWM
2018
Financial Network Wealth Management
Utah
$16.1M -$159K -757 -1%
APW
2019
Austin Private Wealth
Texas
$16M +$60.9K +289 +0.4%
TPCM
2020
Two Point Capital Management
New York
$16M -$5.27K -25 -0%
FCFC
2021
First Commonwealth Financial Corp
Pennsylvania
$16M +$43.8K +208 +0.3%
CWP
2022
Concord Wealth Partners
Virginia
$16M +$847K +4,022 +6%
LF
2023
Lee Financial
Texas
$16M +$488K +2,319 +3%
SP
2024
Stablepoint Partners
Massachusetts
$16M -$581K -2,662 -4%
AB
2025
Atlas Brown
Kentucky
$15.9M -$495K -2,349 -3%
79 80
81
82 83