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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 %
WLIM
3101
White Lighthouse Investment Management
Massachusetts
$7.84M +$210K +840 +3%
EM
3102
ELCO Management
New York
$7.83M -$457K -1,823 -6%
BMC
3103
Beaton Management Company
Massachusetts
$7.83M -$85.9K -343 -1%
FIM
3104
FWL Investment Management
Texas
$7.83M +$103K +410 +1%
ITFISA
3105
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$7.82M -$2.07M -8,226 -21%
WGCA
3106
Wolf Group Capital Advisors
Virginia
$7.82M – – –
AHIA
3107
Andrew Hill Investment Advisors
Florida
$7.81M -$771K -3,077 -9%
PIA
3108
Prakash Investment Advisors
Massachusetts
$7.8M +$7.8M +31,151 New
1WM
3109
1900 Wealth Management
Texas
$7.8M +$483K +1,927 +7%
MWM
3110
MGB Wealth Management
Texas
$7.8M +$572K +2,282 +8%
GA
3111
Goldstein Advisors
Wisconsin
$7.8M -$118K -471 -1%
EWP
3112
Elevation Wealth Partners
California
$7.79M -$105K -420 -1%
IIL
3113
Insight Inv LLC
California
$7.79M +$530K +2,118 +7%
NED
3114
Nancy E. Dempze
$7.78M -$22.8K -91 -0.3%
PBF
3115
Petix & Botte Financial
California
$7.78M -$148K -592 -2%
VFM
3116
Vision Financial Markets
Connecticut
$7.78M +$7.78M +31,060 New
JCM
3117
Jacobsen Capital Management
Utah
$7.77M +$92.4K +369 +1%
RA
3118
Ruggaard & Associates
Ohio
$7.77M -$491K -1,961 -6%
BWM
3119
Baron Wealth Management
Michigan
$7.74M +$92.9K +371 +1%
BL
3120
BCWM LLC
Kansas
$7.74M +$7.74M +30,917 New
F8IS
3121
Figure 8 Investment Strategies
Idaho
$7.74M +$7.74M +30,902 New
RSA
3122
River Street Advisors
Illinois
$7.74M -$200K -797 -3%
WWC
3123
Waypoint Wealth Counsel
Georgia
$7.73M +$343K +1,370 +5%
TSWM
3124
Triangle Securities Wealth Management
North Carolina
$7.73M -$256K -1,021 -3%
MSA
3125
McAlister Sweet & Associates
Texas
$7.73M +$98.4K +393 +1%
123 124
125
126 127