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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 %
CICC
2076
Capital Investment Counsel (Colorado)
Colorado
$15.2M +$893K +4,241 +6%
CFMC
2077
Curbstone Financial Management Corp
New Hampshire
$15.2M +$216K +1,025 +1%
OWA
2078
ORBA Wealth Advisors
Illinois
$15.2M +$206K +978 +1%
AT
2079
American Trust
Kentucky
$15.2M +$1.56M +7,428 +11%
SFCL
2080
Strengthening Families & Communities LLC
Massachusetts
$15.2M +$2.38M +11,305 +19%
ZDA
2081
Zweig-DiMenna Associates
New York
$15.2M +$5.95M +28,238 +64%
CPC
2082
Consolidated Planning Corp
Georgia
$15.2M +$501K +2,380 +3%
BCM
2083
Birch Capital Management
Texas
$15.2M +$421 +2 +0%
HWAM
2084
Hennion & Walsh Asset Management
New Jersey
$15.2M +$1.06M +5,033 +8%
PFWA
2085
Paces Ferry Wealth Advisors
Georgia
$15.2M +$139K +662 +0.9%
CWA
2086
Consilium Wealth Advisory
Texas
$15.2M +$844K +4,009 +6%
CCG
2087
Catalina Capital Group
California
$15.1M +$1.76M +8,364 +13%
BRG
2088
Bay Rivers Group
Virginia
$15.1M +$117K +554 +0.8%
CAM
2089
Clark Asset Management
New Hampshire
$15.1M +$1.12M +5,338 +8%
AIP
2090
Alapocas Investment Partners
Massachusetts
$15.1M -$226K -1,072 -1%
BDA
2091
Borer Denton & Associates
Pennsylvania
$15.1M -$605K -2,873 -4%
DIM
2092
DLK Investment Management
California
$15.1M -$1.2M -5,714 -7%
AWS
2093
Arkfeld Wealth Strategies
Nebraska
$15.1M -$5.01K -22 -0%
SPS
2094
Susquehanna Portfolio Strategies
Pennsylvania
$15.1M – – –
EBT
2095
Enterprise Bank & Trust
Massachusetts
$15M +$596K +2,828 +4%
LCM
2096
Lattice Capital Management
Washington
$15M – – –
HCC
2097
Hirtle Callaghan & Co
Pennsylvania
$15M -$343K -1,628 -2%
FDS
2098
First Dallas Securities
Texas
$15M -$5M -23,735 -25%
GEA
2099
Glen Eagle Advisors
New Jersey
$15M +$530K +2,518 +4%
KWS
2100
Keystone Wealth Services
California
$15M +$219K +1,039 +1%
82 83
84
85 86