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Apple
AAPL

Overview Fund Activity

5,581 hedge funds and large institutions have $2.39T invested in Apple in 2024 Q4 according to their latest regulatory filings, with 729 funds opening new positions, 1,984 increasing their positions, 2,581 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,581
Holders Change
+538
Holders Change %
+10.67%
% of All Funds
74.28%
Holding in Top 10
3,338
Holding in Top 10 Change
+356
Holding in Top 10 Change %
+11.94%
% of All Funds
44.43%
New
729
Increased
1,984
Reduced
2,581
Closed
97
Calls
$66.2B
Puts
$65.4B
Net Calls
+$853M
Net Calls Change
-$7.65B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$12.3B
2
BlackRock
BlackRock
New York
+$7.46B
3
Northern Trust
Northern Trust
Illinois
+$5.03B
4
UBS AM
UBS AM
Illinois
+$3.29B
5
State Street
State Street
Massachusetts
+$2.88B

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$18.3B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.56B
3
Barclays
Barclays
United Kingdom
-$4.68B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$3.87B
5
HHII
H&H International Investment
California
-$2.98B
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
2501
Kemnay Advisory Services
New York
$12.6M -$1.87M -7,476 -13%
PR
2502
Payden & Rygel
California
$12.5M – – –
BTWM
2503
Brass Tax Wealth Management
Ohio
$12.5M -$814K -3,252 -6%
CSA
2504
Cottage Street Advisors
Massachusetts
$12.5M +$98.9K +395 +0.8%
PI
2505
Parkside Investments
Illinois
$12.5M -$1.63M -6,527 -12%
CF
2506
Copperwynd Financial
Arizona
$12.5M +$1.43M +5,723 +13%
SCM
2507
Sitrin Capital Management
California
$12.5M -$127K -506 -1%
RC
2508
Rahlfs Capital
Texas
$12.5M +$12.5M +49,990 New
BWM
2509
BigSur Wealth Management
Florida
$12.5M -$551K -2,200 -4%
BWM
2510
BKM Wealth Management
Wisconsin
$12.5M +$1.12M +4,473 +10%
FPL
2511
Fortress Private Ledger
North Carolina
$12.5M +$12.5M +49,867 New
CWM
2512
Crowley Wealth Management
Delaware
$12.5M +$12.5M +49,798 New
WW
2513
Waterfront Wealth
Kansas
$12.4M +$116K +463 +0.9%
SJIM
2514
St. Johns Investment Management
Florida
$12.4M -$43.1K -172 -0.3%
RW
2515
Rede Wealth
Virginia
$12.4M -$185K -737 -1%
FIM
2516
Fernwood Investment Management
Massachusetts
$12.4M -$1.45M -5,807 -10%
SA
2517
Sovran Advisors
California
$12.4M +$12.4M +53,256 New
BLC
2518
Brown, Lisle/Cummings
Rhode Island
$12.4M +$165K +657 +1%
PWM
2519
Purus Wealth Management
California
$12.4M -$2.5K -10 -0%
OPTFSNA
2520
Old Point Trust & Financial Services N A
Virginia
$12.4M -$767K -3,063 -6%
ERIM
2521
Eagle Ridge Investment Management
Connecticut
$12.4M -$242K -965 -2%
NA
2522
Navellier & Associates
Nevada
$12.4M -$2.06M -8,213 -14%
CBT
2523
CoreFirst Bank & Trust
Kansas
$12.4M -$190K -760 -2%
CWP
2524
Curated Wealth Partners
California
$12.3M -$926K -3,696 -7%
MIM
2525
MTM Investment Management
South Carolina
$12.3M -$203K -811 -2%
99 100
101
102 103