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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 %
GGHC
2401
Gilder Gagnon Howe & Co
New York
$11.8M -$3.82M -18,156 -25%
SAM
2402
Satovsky Asset Management
New York
$11.7M +$15.2K +72 +0.1%
ST
2403
Somerset Trust
Pennsylvania
$11.7M -$31.2K -148 -0.3%
NL
2404
NKCFO LLC
Illinois
$11.7M +$495K +2,350 +4%
I
2405
INVST
Indiana
$11.7M +$900K +4,154 +8%
EAM
2406
Eukles Asset Management
Ohio
$11.7M +$66.8K +317 +0.6%
TAS
2407
TIFF Advisory Services
Pennsylvania
$11.7M +$11.7M +66,757 New
GA
2408
Gateway Advisory
New Jersey
$11.7M +$721K +3,423 +7%
CPRC
2409
Consolidated Portfolio Review Corp
New York
$11.7M +$3.6M +17,079 +45%
ME
2410
McIlrath & Eck
Washington
$11.6M -$419K -1,991 -3%
AIM
2411
Alhambra Investment Management
Florida
$11.6M -$38.3K -182 -0.3%
SWM
2412
Sugarloaf Wealth Management
Georgia
$11.6M +$30.5K +145 +0.3%
AWC
2413
Abundance Wealth Counselors
Pennsylvania
$11.6M +$103K +491 +0.9%
SRC
2414
Sage Rhino Capital
California
$11.6M -$511K -2,427 -4%
EIM
2415
Essex Investment Management
Massachusetts
$11.6M -$1.57M -7,459 -12%
SFG
2416
Seamount Financial Group
Colorado
$11.6M -$174K -826 -1%
SCA
2417
Sandy Cove Advisors
Massachusetts
$11.6M +$1.56M +7,394 +16%
BW
2418
BIP Wealth
Georgia
$11.6M -$1.78M -8,447 -13%
KIM
2419
Kestra Investment Management
Texas
$11.6M +$11.6M +55,013 New
MFS
2420
Mirabella Financial Services
United Kingdom
$11.6M -$5.62M -26,694 -33%
PFSC
2421
Peoples Financial Services Corp
Pennsylvania
$11.6M -$662K -3,145 -5%
FSA
2422
Financial Security Advisor
Virginia
$11.5M +$31.6K +150 +0.3%
HFA
2423
High Falls Advisors
New York
$11.5M +$87.6K +416 +0.8%
SWA
2424
Sax Wealth Advisors
New Jersey
$11.5M +$11.5M +54,726 New
BCM
2425
Bourgeon Capital Management
Connecticut
$11.5M +$2.48M +11,766 +27%
95 96
97
98 99