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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 %
BCA
2251
Bray Capital Advisors
Florida
$13.2M -$453K -2,152 -3%
GCM
2252
Gables Capital Management
Florida
$13.2M -$180K -855 -1%
MC
2253
Muhlenkamp & Co
Pennsylvania
$13.2M +$49.5K +235 +0.4%
DWM
2254
Drive Wealth Management
Utah
$13.2M +$558K +2,648 +4%
EIM
2255
Ervin Investment Management
Washington
$13.2M -$483K -2,293 -4%
SWM
2256
Sendero Wealth Management
Texas
$13.2M +$9.53M +45,245 +258%
MVA
2257
Mount Vernon Associates
Maryland
$13.2M -$350K -1,660 -3%
MWA
2258
Midland Wealth Advisors
Illinois
$13.2M -$134K -635 -1%
1C
2259
1623 Capital
Virginia
$13.2M +$42.1K +200 +0.3%
V
2260
VeraBank
Texas
$13.1M -$381K -1,810 -3%
GWMIA
2261
Global Wealth Management Investment Advisory
Florida
$13.1M -$225K -1,068 -2%
CBA
2262
Coastal Bridge Advisors
Connecticut
$13.1M -$91K -432 -0.7%
HFM
2263
Hartford Financial Management
Connecticut
$13.1M +$53.5K +254 +0.4%
OBGC
2264
O'Brien Greene & Co
Pennsylvania
$13.1M +$482K +2,289 +4%
BIP
2265
Blueprint Investment Partners
North Carolina
$13.1M +$8.57M +40,710 +191%
GWM
2266
Graybill Wealth Management
Illinois
$13.1M -$233K -1,105 -2%
WCWM
2267
Willow Creek Wealth Management
California
$13.1M +$162K +770 +1%
BRCM
2268
Bright Rock Capital Management
Massachusetts
$13.1M – – –
ATFA
2269
All Terrain Financial Advisors
Minnesota
$13.1M -$74.6K -354 -0.6%
JWM
2270
Jupiter Wealth Management
Colorado
$13.1M -$763K -3,436 -6%
TFCP
2271
Twin Focus Capital Partners
Massachusetts
$13.1M +$1.05K +5 +0%
VC
2272
Vicus Capital
Pennsylvania
$13.1M -$1.72M -8,144 -12%
BBWA
2273
Bell & Brown Wealth Advisors
California
$13M +$407K +1,933 +3%
WDG
2274
Wealth Dimensions Group
Ohio
$13M +$179K +852 +1%
CA
2275
Capital Advantage
California
$13M +$164K +722 +1%
89 90
91
92 93