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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 %
PFM
3576
Phillips Financial Management
Indiana
$5.41M +$106K +425 +2%
PS
3577
Pinney & Scofield
Massachusetts
$5.4M +$5.4M +21,556 New
KW
3578
Keyvantage Wealth
Pennsylvania
$5.4M +$5.4M +21,555 New
FFS
3579
Flavin Financial Services
Florida
$5.4M +$5.4M +21,551 New
SFG
3580
Synergy Financial Group
California
$5.4M -$72.4K -289 -1%
DJYG
3581
David J. Yvars Group
Florida
$5.4M -$591K -2,361 -10%
LP
3582
LGL Partners
Pennsylvania
$5.39M +$86.1K +344 +2%
BCM
3583
Bayesian Capital Management
New York
$5.38M +$4.86M +19,400 +924%
CSWM
3584
Cassady Schiller Wealth Management
Ohio
$5.38M -$257K -1,026 -5%
RHIG
3585
R.H. Investment Group
Arizona
$5.37M +$5.37M +21,463 New
PWM
3586
Prentice Wealth Management
New York
$5.37M +$2.45M +9,802 +84%
RIS
3587
Retirement Income Solutions
Michigan
$5.37M +$236K +941 +5%
RA
3588
RoundAngle Advisors
New Jersey
$5.37M +$5.37M +21,426 New
MCWA
3589
Meadow Creek Wealth Advisors
Georgia
$5.36M +$281K +1,124 +6%
DL
3590
DOHJ LLC
Washington
$5.36M +$385K +1,539 +8%
SHF
3591
Safe Harbor Fiduciary
Florida
$5.36M +$14.5K +58 +0.3%
GJIA
3592
Glass Jacobson Investment Advisors
Maryland
$5.36M +$513K +2,048 +11%
TFA
3593
Tobias Financial Advisors
Florida
$5.35M +$290K +1,157 +6%
DWM
3594
DKM Wealth Management
California
$5.35M +$5.35M +21,346 New
FBC
3595
Fairfield, Bush & Co
Connecticut
$5.34M -$73.4K -293 -1%
MMHP
3596
Murphy Middleton Hinkle & Parker
Georgia
$5.33M +$235K +937 +5%
NICM
3597
Neo Ivy Capital Management
New York
$5.33M +$2.15M +8,581 +67%
AGA
3598
Accuvest Global Advisors
Utah
$5.33M -$290K -1,150 -5%
MWPCG
3599
Measured Wealth Private Client Group
New Hampshire
$5.32M -$13.8K -55 -0.3%
WF
3600
WinCap Financial
Massachusetts
$5.32M +$5.32M +21,259 New
142 143
144
145 146