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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 %
NL
2226
NVWM LLC
Pennsylvania
$13.4M +$50.1K +238 +0.4%
MTWM
2227
Masso Torrence Wealth Management
New Jersey
$13.4M -$584K -2,775 -4%
REMPR
2228
Roof Eidam Maycock Peralta (REMP)
California
$13.4M -$90.4K -429 -0.7%
DW30
2229
Drucker Wealth 3.0
New Jersey
$13.4M +$13.4M +63,542 New
SL
2230
Salomon & Ludwin
Virginia
$13.4M -$5.43M -25,790 -29%
BKA
2231
Brick & Kyle Associates
Pennsylvania
$13.4M -$161K -764 -1%
OCM
2232
Once Capital Management
New York
$13.4M -$3.37M -16,000 -20%
BCCM
2233
Bridge Creek Capital Management
Massachusetts
$13.4M -$179K -849 -1%
TCM
2234
Towercrest Capital Management
Pennsylvania
$13.4M -$438K -2,080 -3%
CPA
2235
Capital Performance Advisors
California
$13.4M +$956K +4,539 +8%
PHS
2236
Pekin Hardy Strauss
Illinois
$13.3M -$349K -1,658 -3%
FIM
2237
Fernwood Investment Management
Massachusetts
$13.3M -$2.05M -9,716 -13%
GA
2238
Geller Advisors
New York
$13.3M -$942K -4,471 -7%
MPIM
2239
McGinn Penninger Investment Management
Virginia
$13.3M -$81.1K -385 -0.6%
PCM
2240
Poehling Capital Management
Wisconsin
$13.3M -$7.37K -35 -0.1%
SC
2241
Stolper & Co
Oklahoma
$13.3M +$9.27K +44 +0.1%
RBFC
2242
Roman Butler Fullerton & Co
Missouri
$13.3M +$226K +969 +2%
CWAG
2243
Compton Wealth Advisory Group
Virginia
$13.3M +$233K +1,104 +2%
BCM
2244
Banyan Capital Management
Georgia
$13.3M -$505K -2,399 -4%
GLAM
2245
Gardner Lewis Asset Management
Pennsylvania
$13.3M +$236K +1,120 +2%
DIM
2246
Delta Investment Management
California
$13.3M -$30.1K -143 -0.2%
LIA
2247
LBMC Investment Advisors
Tennessee
$13.3M +$2.53M +12,013 +24%
HNWAG
2248
High Net Worth Advisory Group
Florida
$13.3M +$85.3K +405 +0.6%
KFA
2249
Kelleher Financial Advisors
New York
$13.3M -$8.43K -40 -0.1%
BWM
2250
Bulltick Wealth Management
Florida
$13.2M -$2.99M -14,212 -18%
88 89
90
91 92