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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 %
DA
2351
Dover Advisors
Virginia
$12.2M +$650K +3,086 +6%
IAS
2352
Investment Advisory Services
Texas
$12.2M -$237K -1,125 -2%
CTFG
2353
Capstone Triton Financial Group
Oklahoma
$12.2M -$307K -1,459 -2%
AF
2354
Aviso Financial
Ontario, Canada
$12.2M +$12.2M +58,061 New
BL
2355
Balentine LLC
Georgia
$12.2M -$48.8M -231,865 -80%
FFAM
2356
Forge First Asset Management
Canada
$12.2M +$12.2M +57,700 New
BCH
2357
Berkshire Capital Holdings
California
$12.1M +$12.1M +57,620 +576,200%
WOSD
2358
WFA of San Diego
California
$12.1M +$12.1M +57,593 New
CCM
2359
Carmel Capital Management
California
$12.1M +$12.6K +60 +0.1%
HWM
2360
Horizon Wealth Management
Illinois
$12.1M -$1.95M -9,239 -14%
BCM
2361
Bienville Capital Management
New York
$12.1M -$7.09M -33,681 -37%
HI
2362
Horizon Investments
North Carolina
$12.1M -$8.95M -42,479 -43%
FFA
2363
Fairfield Financial Advisors
Massachusetts
$12.1M +$12.1M +57,417 New
OSNBOA
2364
Old Second National Bank of Aurora
Illinois
$12.1M -$185K -880 -2%
MIS
2365
Morningstar Investment Services
Illinois
$12.1M +$2.92M +13,655 +32%
KIC
2366
Kensington Investment Counsel
California
$12.1M +$97.5K +463 +0.8%
TCB
2367
Texas Capital Bancshares
Texas
$12.1M +$5.69K +27 +0%
WCFA
2368
Walkner Condon Financial Advisors
Wisconsin
$12.1M -$207K -984 -2%
RWA
2369
Redhawk Wealth Advisors
Minnesota
$12.1M -$892K -4,237 -7%
WFA
2370
Wellspring Financial Advisors
Ohio
$12M +$5.58M +26,510 +86%
TRIA
2371
Trail Ridge Investment Advisors
Colorado
$12M +$227K +1,076 +2%
VT
2372
Vise Technologies
New York
$12M +$1.17M +5,551 +11%
TCG
2373
Transcendent Capital Group
Oklahoma
$12M -$245K -1,164 -2%
EM
2374
Excalibur Management
Massachusetts
$12M +$57.9K +275 +0.5%
CNWM
2375
Clay Northam Wealth Management
California
$12M +$211 +1 +0%
93 94
95
96 97