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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 %
FF
2201
Farrow Financial
Vermont
$13.7M -$42.5K -202 -0.3%
HW
2202
Hedeker Wealth
Illinois
$13.6M -$2.21M -10,489 -14%
SIM
2203
Sentry Investment Management
Wisconsin
$13.6M -$4.12M -19,553 -23%
EIA
2204
Eastover Investment Advisors
North Carolina
$13.6M -$2.2K -10 -0%
FIM
2205
Freedom Investment Management
Connecticut
$13.6M -$534K -2,533 -4%
BWG
2206
Balanced Wealth Group
Ohio
$13.6M -$380K -1,752 -3%
NME
2207
Notis-McConarty Edward
$13.6M -$166K -788 -1%
TAM
2208
Titleist Asset Management
Texas
$13.6M +$1.08M +5,138 +9%
MFC
2209
Mechanics Financial Corp
Ohio
$13.6M -$270K -1,284 -2%
SOS
2210
Silver Oak Securities
Tennessee
$13.6M -$28.6K -136 -0.2%
MC
2211
Mathes Company
New York
$13.6M -$800K -3,800 -6%
OW
2212
Olistico Wealth
Oklahoma
$13.5M +$169K +801 +1%
AT
2213
Arlington Trust
Alabama
$13.5M +$51.6K +245 +0.4%
AGC
2214
Aspen Grove Capital
Colorado
$13.5M -$2.11M -10,004 -14%
UB
2215
Umpqua Bank
Oregon
$13.5M +$373K +1,773 +3%
BB
2216
Bell Bank
North Dakota
$13.5M +$2.87M +13,607 +27%
PRWA
2217
Platte River Wealth Advisors
Colorado
$13.5M +$103K +490 +0.8%
DCM
2218
Dudley Capital Management
Virginia
$13.5M +$11.4K +54 +0.1%
GP
2219
Geneva Partners
Wisconsin
$13.4M +$12.9M +61,029 +2,182%
MCM
2220
Morton Capital Management
California
$13.4M -$1.62M -7,675 -11%
FP
2221
Financial Perspectives
Minnesota
$13.4M -$93.7K -445 -0.7%
BO
2222
Bank OZK
Arkansas
$13.4M +$127K +603 +1%
NIC
2223
Northwest Investment Counselors
Oregon
$13.4M +$7.58K +36 +0.1%
IFA
2224
Index Fund Advisors
California
$13.4M +$765K +3,633 +6%
TCWA
2225
Turtle Creek Wealth Advisors
Texas
$13.4M +$1.68M +7,977 +14%
87 88
89
90 91