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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 %
AIA
2376
Alera Investment Advisors
Illinois
$12M +$2.77M +13,168 +30%
SC
2377
Sawyer & Company
Massachusetts
$12M +$17.3K +82 +0.1%
LAIC
2378
Lederer & Associates Investment Counsel
California
$12M -$789K -3,748 -6%
CIM
2379
Chiron Investment Management
New York
$12M +$10.5M +49,814 +701%
SAM
2380
Strategy Asset Managers
California
$12M -$600K -3,094 -5%
AW
2381
Alaethes Wealth
Nevada
$12M +$171K +813 +1%
GAA
2382
Global Assets Advisory
Florida
$12M -$1.93B -9,183,422 -99%
HGERS
2383
Householder Group Estate & Retirement Specialist
Arizona
$12M +$296K +1,403 +3%
WDC
2384
Woodward Diversified Capital
California
$12M -$1.59M -7,568 -12%
AFT
2385
Alpha Family Trust
California
$11.9M -$845K -4,010 -7%
CP
2386
CenterBook Partners
Connecticut
$11.9M +$2.19M +10,402 +22%
CSB
2387
City State Bank
Iowa
$11.9M -$85.3K -405 -0.7%
WFAG
2388
Wescott Financial Advisory Group
Pennsylvania
$11.9M -$556K -2,639 -4%
Alkeon Capital Management
2389
Alkeon Capital Management
New York
$11.9M – – –
AFM
2390
Abbot Financial Management
Massachusetts
$11.9M -$189K -897 -2%
HBWM
2391
Hollow Brook Wealth Management
New York
$11.9M +$1.02M +4,824 +9%
PC
2392
Port Capital
Illinois
$11.9M -$238K -1,129 -2%
AC
2393
Asio Capital
Kentucky
$11.9M +$146K +694 +1%
TSWM
2394
Tyler-Stone Wealth Management
Ohio
$11.8M -$76K -361 -0.6%
WMP
2395
Wealth Management Partners
Arizona
$11.8M -$68K -323 -0.6%
PW
2396
Peninsula Wealth
California
$11.8M +$60.2K +261 +0.5%
WCM
2397
WealthBridge Capital Management
Ohio
$11.8M -$552K -2,623 -4%
TWM
2398
TLW Wealth Management
Florida
$11.8M -$102K -485 -0.9%
KLCM
2399
KG&L Capital Management
Louisiana
$11.8M -$463K -2,203 -4%
PGAM
2400
Princeton Global Asset Management
New Jersey
$11.8M +$405K +1,922 +4%
94 95
96
97 98