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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 %
PL
2151
Perpetual Ltd
Australia
$14.3M -$7.32M -34,765 -34%
KMWM
2152
Keudell/Morrison Wealth Management
Oregon
$14.2M -$14.1K -67 -0.1%
BHBT
2153
Burke & Herbert Bank & Trust
Virginia
$14.2M +$5.16M +24,501 +57%
MAWA
2154
Moss Adams Wealth Advisors
Washington
$14.2M +$183K +869 +1%
HVP
2155
Hudson Value Partners
Florida
$14.2M +$845K +4,012 +6%
NG
2156
Norden Group
Utah
$14.2M +$1.57M +7,439 +12%
ISWM
2157
Independent Solutions Wealth Management
New York
$14.2M -$513K -2,435 -3%
CRI
2158
Colonial River Investments
Virginia
$14.2M -$1.34M -6,341 -9%
SIC
2159
Sterling Investment Counsel
New York
$14.2M +$2.15M +10,210 +18%
QCIG
2160
Quad-Cities Investment Group
Iowa
$14.2M -$634K -3,011 -4%
FNC
2161
First National Corp
Massachusetts
$14.1M -$2.34M -11,091 -14%
FMN
2162
Financial Management Network
California
$14.1M +$28.5K +126 +0.2%
LWM
2163
LJI Wealth Management
Indiana
$14.1M -$459K -2,180 -3%
HTI
2164
Hikari Tsushin Inc
Japan
$14.1M – – –
LWM
2165
LongView Wealth Management
Georgia
$14.1M -$449K -2,132 -3%
PCA
2166
Providence Capital Advisors
North Carolina
$14.1M -$6.36M -30,214 -31%
PP
2167
Pacifica Partners
Canada
$14M +$89.7K +405 +0.6%
IB
2168
Iyo Bank
Japan
$14M – – –
LAM
2169
Lewis Asset Management
California
$14M -$342K -1,622 -2%
M2MC
2170
Matthew 25 Management Corp
Pennsylvania
$14M -$211K -1,000 -1%
SC
2171
Sierra Capital
Florida
$14M -$1.38M -6,531 -9%
ICM
2172
IMS Capital Management
Oregon
$14M -$599K -2,645 -4%
MF
2173
Manchester Financial
California
$14M -$474K -2,250 -3%
SAG
2174
Spotlight Asset Group
Illinois
$14M – – –
CIG
2175
Consolidated Investment Group
Colorado
$13.9M -$3.77M -17,912 -21%
85 86
87
88 89