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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 %
SIC
2876
Sterling Investment Counsel
New York
$9.32M -$8.16M -32,605 -47%
VW
2877
Vance Wealth
California
$9.32M -$597K -2,385 -6%
SIM
2878
Studio Investment Management
Illinois
$9.3M -$50.3K -201 -0.5%
GWCM
2879
Godshalk Welsh Capital Management
Pennsylvania
$9.28M -$387K -1,545 -4%
OFW
2880
Omnia Family Wealth
Florida
$9.28M +$186K +741 +2%
MFG
2881
Midwest Financial Group
Kansas
$9.26M -$288K -1,151 -3%
NGM
2882
North Growth Management
British Columbia, Canada
$9.25M -$1.75M -7,000 -16%
NCM
2883
NCM Capital Management
New Jersey
$9.25M +$72.4K +289 +0.8%
SGWM
2884
Sterling Group Wealth Management
California
$9.24M -$8.77K -35 -0.1%
EIG
2885
Ellenbecker Investment Group
Wisconsin
$9.24M +$402K +1,606 +5%
ES
2886
Eagle Strategies
New York
$9.24M +$85.1K +340 +0.9%
CI
2887
Ceera Investments
Texas
$9.24M +$160K +640 +2%
FWA
2888
FSM Wealth Advisors
Ohio
$9.22M +$101K +443 +1%
WBCM
2889
Wilson & Boucher Capital Management
California
$9.21M -$50.1K -200 -0.5%
PI
2890
Pettee Investors
Connecticut
$9.21M – – –
AWM
2891
Arista Wealth Management
Nevada
$9.2M +$25.3K +101 +0.3%
TAM
2892
Townsend Asset Management
North Carolina
$9.2M -$1.38M -5,498 -13%
RRCP
2893
Rip Road Capital Partners
Massachusetts
$9.19M – – –
IPAM
2894
Investment Partners Asset Management
New Jersey
$9.18M -$20.3K -81 -0.2%
GBWM
2895
Granite Bay Wealth Management
New Hampshire
$9.17M +$77.6K +310 +0.9%
BIA
2896
BHK Investment Advisors
Alabama
$9.16M -$610K -2,436 -6%
CAS
2897
Coppell Advisory Solutions
Texas
$9.15M +$914K +3,621 +11%
BFF
2898
Byrne Financial Freedom
Massachusetts
$9.15M +$9.15M +36,548 New
PSCM
2899
Per Stirling Capital Management
Texas
$9.15M -$391K -1,561 -4%
TC
2900
Trilogy Capital
California
$9.15M +$86.6K +346 +1%
114 115
116
117 118