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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 %
QWP
2051
Quotient Wealth Partners
Texas
$15.6M -$145K -688 -0.9%
WA
2052
WBH Advisory
Maryland
$15.5M -$261K -1,241 -2%
EAM
2053
EFG Asset Management
Oregon
$15.5M -$610K -2,900 -4%
FCA
2054
FLC Capital Advisors
California
$15.5M +$162K +771 +1%
WG
2055
Wealth Group
North Carolina
$15.5M +$796K +3,778 +5%
MCM
2056
McDonough Capital Management
Florida
$15.5M +$46.3K +220 +0.3%
PCMC
2057
Private Capital Management (Colorado)
Colorado
$15.5M -$356K -1,690 -2%
ML
2058
McAdam LLC
Pennsylvania
$15.5M +$1.03M +4,895 +7%
SFS
2059
Strategic Financial Services
New York
$15.5M -$718K -3,411 -4%
KA
2060
Kercheville Advisors
Texas
$15.4M +$219K +1,040 +1%
RC
2061
RBO & Co
California
$15.4M -$116K -550 -0.7%
RCM
2062
Radnor Capital Management
Pennsylvania
$15.4M -$984K -4,670 -6%
HAM
2063
Harmony Asset Management
Arizona
$15.4M +$801K +3,803 +5%
NB
2064
Nicolet Bankshares
Wisconsin
$15.4M -$269K -1,276 -2%
DWMS
2065
Dominguez Wealth Management Solutions
Virginia
$15.4M -$10.1K -48 -0.1%
UOC
2066
UBS O'Connor
Illinois
$15.4M +$7.98M +37,906 +108%
ATC
2067
Adirondack Trust Company
New York
$15.3M +$10.1K +48 +0.1%
CBB
2068
Citizens Business Bank
California
$15.3M -$313K -1,487 -2%
JGC
2069
J. Goldman & Co
New York
$15.3M +$15M +71,250 +4,750%
TWM
2070
TriaGen Wealth Management
California
$15.3M -$412K -1,956 -3%
EML
2071
Eos Management LP
New York
$15.3M -$2.27M -10,777 -13%
BB
2072
Burford Brothers
Texas
$15.3M +$607K +2,881 +4%
BA
2073
Baugh & Associates
Georgia
$15.3M -$877K -3,941 -5%
BSB
2074
Bangor Savings Bank
Maine
$15.2M -$67.6K -321 -0.4%
FNBOMD
2075
First National Bank of Mount Dora
Florida
$15.2M -$288K -1,368 -2%
81 82
83
84 85