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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 %
MFWP
2101
Mosaic Family Wealth Partners
Missouri
$15M -$1.37M -6,503 -8%
SC
2102
Settian Capital
New York
$14.9M – – –
XT
2103
XTX Topco
Cayman Islands
$14.9M +$14.2M +67,579 +2,066%
IDA
2104
Intelligence Driven Advisers
California
$14.9M +$1.06M +5,010 +8%
OL
2105
Optas LLC
Texas
$14.9M +$1.45M +6,896 +11%
SFS
2106
Summit Financial Strategies
Ohio
$14.9M -$72.2K -343 -0.5%
UOTTAIMCU
2107
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$14.9M +$14.3M +67,866 +2,340%
MKA
2108
M. Kulyk & Associates
Georgia
$14.9M +$92.3K +438 +0.6%
GU
2109
Georgetown University
District of Columbia
$14.9M +$19.2K +91 +0.1%
TCPG
2110
Trivant Custom Portfolio Group
California
$14.9M -$59.6K -283 -0.4%
GFPC
2111
Global Financial Private Client
Florida
$14.9M -$17.5K -83 -0.1%
DFA
2112
Delta Financial Advisors
Louisiana
$14.9M +$39.2K +186 +0.3%
KCM
2113
Kathmere Capital Management
Pennsylvania
$14.9M +$2.81M +13,354 +23%
SC
2114
Solstein Capital
California
$14.9M – – –
WFG
2115
Wills Financial Group
Virginia
$14.9M -$1.77M -8,384 -11%
NEWAS
2116
N.E.W. Advisory Services
Wisconsin
$14.9M +$468K +2,220 +3%
KA
2117
KLCM Advisors
Wisconsin
$14.8M -$480K -2,279 -3%
PP
2118
Pegasus Partners
Wisconsin
$14.8M -$1.39M -6,580 -9%
BIG
2119
Brooklyn Investment Group
New York
$14.8M – – –
TCOO
2120
Trust Company of Oklahoma
Oklahoma
$14.8M -$237K -1,125 -2%
ACS
2121
Archford Capital Strategies
Illinois
$14.8M +$1.53M +7,251 +12%
SDAM
2122
Shulman DeMeo Asset Management
New York
$14.7M -$29.9K -142 -0.2%
HCA
2123
Harbour Capital Advisors
Virginia
$14.7M -$38.4K -177 -0.3%
NTIC
2124
Napean Trading & Investment Company
Singapore
$14.7M +$7.46M +35,417 +103%
BWA
2125
Blodgett Wealth Advisors
California
$14.7M -$323K -1,533 -2%
83 84
85
86 87