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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 %
BWIA
2451
Bryant Woods Investment Advisors
New York
$11.3M -$195K -1,141 -2%
ILI
2452
Invesco LLC (Illinois)
Illinois
$11.3M +$16.4K +78 +0.1%
RFP
2453
Root Financial Partners
California
$11.3M +$3.28M +15,570 +41%
PGWM
2454
Parisi Gray Wealth Management
New Jersey
$11.3M -$177K -841 -2%
SWM
2455
Scissortail Wealth Management
Oklahoma
$11.3M +$155K +735 +1%
MIM
2456
Montgomery Investment Management
Maryland
$11.3M -$46.3K -220 -0.4%
TFGT
2457
TS Financial Group (TSFG)
Illinois
$11.3M +$1.1M +5,233 +11%
MIM
2458
Merrion Investment Management
New Jersey
$11.2M -$120K -570 -1%
PWA
2459
Provenance Wealth Advisors
Florida
$11.2M -$832K -3,951 -7%
BMM
2460
Buffington Mohr McNeal
Idaho
$11.2M -$76.7K -364 -0.7%
DG
2461
DMC Group
Alabama
$11.2M -$247K -1,174 -2%
HWA
2462
HHM Wealth Advisors
Tennessee
$11.2M +$1.43M +6,776 +15%
PA
2463
Planning Alternatives
Michigan
$11.2M +$209K +992 +2%
SIS
2464
Strategic Investment Solutions
Illinois
$11.2M +$11.2M +52,865 New
AC
2465
AMS Capital
Brazil
$11.2M -$2.8M -13,280 -20%
GGI
2466
GPM Growth Investors
Michigan
$11.2M +$11.2M +52,975 New
BWS
2467
Buck Wealth Strategies
Colorado
$11.2M +$9.86M +46,824 +762%
TFM
2468
TFC Financial Management
Massachusetts
$11.1M +$79.4K +377 +0.7%
JA
2469
JVL Associates
Michigan
$11.1M -$49.3K -234 -0.4%
SWMP
2470
Signature Wealth Management Partners
New Jersey
$11.1M +$425K +2,016 +4%
CA
2471
CV Advisors
Florida
$11.1M -$747K -3,548 -6%
PFS
2472
Prospect Financial Services
New York
$11.1M +$119K +566 +1%
CPP
2473
Capasso Planning Partners
South Carolina
$11.1M +$3.2M +15,200 +40%
HAC
2474
Harbor Advisory Corp
New Hampshire
$11.1M -$571K -2,711 -5%
CIG
2475
Cairn Investment Group
Washington
$11.1M -$2.33M -11,068 -17%
97 98
99
100 101