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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 %
MIC
2176
Meridian Investment Counsel
California
$13.9M +$3.32M +15,764 +31%
IF
2177
IRON Financial
Illinois
$13.9M +$432K +2,050 +3%
KAS
2178
Kemnay Advisory Services
New York
$13.9M -$426K -2,021 -3%
MWA
2179
Moser Wealth Advisors
Washington
$13.8M -$610K -2,895 -4%
MWP
2180
MYCIO Wealth Partners
Pennsylvania
$13.8M -$30.8K -146 -0.2%
CIA
2181
Cladis Investment Advisory
Montana
$13.8M -$43.6K -207 -0.3%
CRWM
2182
Castle Rock Wealth Management
California
$13.8M +$242K +1,115 +2%
NFA
2183
Northwest Financial Advisors
Virginia
$13.8M -$333K -1,583 -2%
FVWA
2184
Foster Victor Wealth Advisors
South Carolina
$13.8M +$1.04M +4,450 +8%
CW
2185
Channel Wealth
California
$13.8M +$1.39M +6,593 +11%
HHAA
2186
Henry H. Armstrong Associates
Pennsylvania
$13.8M -$811K -3,849 -6%
CWP
2187
Core Wealth Partners
California
$13.8M +$1.16M +5,505 +9%
ITIM
2188
Indiana Trust & Investment Management
Indiana
$13.8M -$403K -1,912 -3%
LCAM
2189
London & Capital Asset Management
United Kingdom
$13.7M -$3.03M -14,406 -18%
TIA
2190
Tiemann Investment Advisors
California
$13.7M -$428K -2,034 -3%
IPAM
2191
ICICI Prudential Asset Management
India
$13.7M +$1.2M +5,691 +10%
CFA
2192
CWS Financial Advisors
Michigan
$13.7M +$574K +2,727 +4%
CPWA
2193
Cerro Pacific Wealth Advisors
California
$13.7M +$13.7M +65,099 New
HWP
2194
Highline Wealth Partners
California
$13.7M +$365K +1,735 +3%
PIMJS
2195
PKO Investment Management Joint-Stock
Poland
$13.7M -$14.7M -70,000 -52%
MCM
2196
Monarch Capital Management
Indiana
$13.7M -$415K -1,969 -3%
GCM
2197
Gibraltar Capital Management
Oklahoma
$13.7M -$113K -536 -0.8%
SSWM
2198
Sheets Smith Wealth Management
North Carolina
$13.7M -$30.8K -146 -0.2%
BBP
2199
Banco BTG Pactual
Brazil
$13.7M +$2.93M +13,137 +27%
FMLI
2200
Fukoku Mutual Life Insurance
Japan
$13.7M -$317K -1,503 -2%
86 87
88
89 90