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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 %
CCM
2326
Consolidated Capital Management
California
$12.5M -$1.72M -8,169 -12%
EBA
2327
Eagle Bay Advisors
New York
$12.5M -$309K -1,468 -2%
BI
2328
Ballast Inc
Kentucky
$12.4M -$100K -477 -0.8%
RWP
2329
Revolve Wealth Partners
New Jersey
$12.4M -$429K -2,039 -3%
IWA
2330
Inspirion Wealth Advisors
Illinois
$12.4M -$54.1K -257 -0.4%
MCM
2331
Marathon Capital Management
Maryland
$12.4M +$4.63K +22 +0%
WP
2332
WealthShield Partners
North Carolina
$12.4M -$152K -724 -1%
CB
2333
CNB Bank
Pennsylvania
$12.4M +$1.84M +8,722 +17%
OP
2334
ORG Partners
Indiana
$12.4M +$11.5M +53,258 +1,312%
CCM
2335
Carderock Capital Management
Maryland
$12.4M +$248K +1,178 +2%
OHWA
2336
Oak Hill Wealth Advisors
Virginia
$12.4M +$12.4M +58,803 New
IWS
2337
Insight Wealth Strategies
California
$12.4M -$291K -1,384 -2%
AWA
2338
Amplius Wealth Advisors
Pennsylvania
$12.4M -$291K -1,380 -2%
LI
2339
LRI Investments
Florida
$12.3M +$5.07M +24,068 +70%
BEC
2340
Blue Edge Capital
Virginia
$12.3M -$84.2K -400 -0.7%
LI
2341
Lafayette Investments
Maryland
$12.3M +$17.3K +82 +0.1%
SIC
2342
SJS Investment Consulting
Ohio
$12.3M +$188K +894 +2%
PC
2343
Pecaut & Co
Iowa
$12.3M -$2.02M -9,579 -14%
TCCM
2344
Timber Creek Capital Management
Massachusetts
$12.3M +$188K +893 +2%
VCM
2345
Virtue Capital Management
Tennessee
$12.2M -$277K -1,232 -2%
LC
2346
Lincoln Capital
Nebraska
$12.2M +$19.2K +91 +0.2%
BAM
2347
Bellevue Asset Management
Washington
$12.2M -$15.4K -73 -0.1%
MAM
2348
McLean Asset Management
Virginia
$12.2M -$420K -1,802 -3%
BRM
2349
Boston Research & Management
Massachusetts
$12.2M -$173K -822 -1%
SJIM
2350
St. Johns Investment Management
Florida
$12.2M -$445K -2,115 -4%
92 93
94
95 96