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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 %
LFA
2026
Legacy Financial Advisors
Kentucky
$15.9M +$406K +1,929 +3%
WMA
2027
Wealth Management Associates
New Jersey
$15.9M – – –
CT
2028
Clearstead Trust
Maine
$15.9M +$611K +2,899 +4%
FPCP
2029
Fort Point Capital Partners
California
$15.9M -$927K -4,399 -6%
FDP
2030
Financiere des Professionnels
Quebec, Canada
$15.9M +$1.14M +5,185 +8%
NDSI
2031
Newman Dignan & Sheerar Inc
Rhode Island
$15.9M +$2.37M +11,263 +18%
AJ
2032
Ashburton (Jersey)
Jersey
$15.9M +$15.9M +73,148 New
MIM
2033
Moseley Investment Management
Florida
$15.8M +$155K +736 +1%
AIIMS
2034
Analyst IMS Investment Management Services
Israel
$15.8M +$5.66M +26,881 +56%
AIS
2035
American Investment Services
Massachusetts
$15.7M +$14.1K +67 +0.1%
TC
2036
Tsai Capital
New York
$15.7M -$1.45M -6,890 -8%
RWM
2037
Revisor Wealth Management
Ohio
$15.7M +$11.8M +56,071 +307%
KWM
2038
Koa Wealth Management
California
$15.7M -$951K -4,517 -6%
CWM
2039
Centric Wealth Management
Illinois
$15.7M -$601K -2,758 -4%
LWP
2040
LMG Wealth Partners
Louisiana
$15.6M -$6.74K -32 -0%
RGC
2041
Roberts, Glore & Co
Illinois
$15.6M -$1.12M -5,297 -7%
WAS
2042
Wealth Advisory Solutions
Indiana
$15.6M +$4.42K +21 +0%
WC
2043
Waterloo Capital
Texas
$15.6M +$2.61M +12,394 +20%
CRIG
2044
Charter Research & Investment Group
Connecticut
$15.6M -$253K -1,200 -2%
KIG
2045
Kennedy Investment Group
New Jersey
$15.6M -$81.5K -387 -0.5%
FCA
2046
Fortis Capital Advisors
Kansas
$15.6M +$1.42M +6,750 +10%
TCOTS
2047
Trust Company of the South
North Carolina
$15.6M -$77.5K -368 -0.5%
ACA
2048
Atlas Capital Advisors
Wyoming
$15.6M +$6.02M +28,578 +63%
JF
2049
JSF Financial
California
$15.6M -$218K -1,035 -1%
BIM
2050
Baldwin Investment Management
Pennsylvania
$15.6M -$183K -871 -1%
80 81
82
83 84