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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 %
PHAM
3601
Palisades Hudson Asset Management
Florida
$5.32M -$215K -860 -4%
VIA
3602
Vickerman Investment Advisors
Washington
$5.32M -$531K -2,121 -9%
TCM
3603
Tradewinds Capital Management
Washington
$5.31M +$446K +1,779 +9%
OFG
3604
OmniStar Financial Group
North Carolina
$5.31M +$88.4K +353 +2%
GFA
3605
Gallagher Fiduciary Advisors
Illinois
$5.31M +$337K +1,346 +7%
JGIA
3606
Jackson Grant Investment Advisers
Connecticut
$5.3M -$144K -574 -3%
OF
3607
Outfitter Financial
Maine
$5.3M -$101K -405 -2%
CCG
3608
Cloverfields Capital Group
Minnesota
$5.29M -$45.8K -183 -0.9%
JWM
3609
JFG Wealth Management
Colorado
$5.28M +$2.04M +8,152 +63%
DAC
3610
Dividend Assets Capital
South Carolina
$5.28M +$157K +627 +3%
MMC
3611
Mizuho Markets Cayman
Cayman Islands
$5.28M +$2.89M +11,535 +121%
CFS
3612
Commonwealth Financial Services
West Virginia
$5.28M +$1.47M +5,862 +39%
WI
3613
Wintrust Investments
Illinois
$5.27M -$244K -974 -4%
CGA
3614
Channing Global Advisors
Florida
$5.26M +$1.56M +6,219 +42%
VFM
3615
Viking Fund Management
North Dakota
$5.26M – – –
DIP
3616
Davis Investment Partners
North Carolina
$5.26M +$487K +2,055 +10%
SWG
3617
Summit Wealth Group
Vermont
$5.26M -$1.07M -4,283 -17%
DA
3618
Detalus Advisors
Missouri
$5.24M -$52.8K -211 -1%
PWS
3619
Proactive Wealth Strategies
Georgia
$5.24M +$65.6K +262 +1%
I
3620
IMPACTfolio
Colorado
$5.24M -$4.01K -16 -0.1%
MGAM
3621
McGowan Group Asset Management
Texas
$5.24M -$19.3K -77 -0.4%
PWM
3622
Puff Wealth Management
New Jersey
$5.24M +$5.24M +20,908 New
ACM
3623
Arcataur Capital Management
Wisconsin
$5.23M -$38.8K -155 -0.7%
FFC
3624
First Financial Corp
Indiana
$5.23M -$44.6K -178 -0.8%
AWP
3625
Accretive Wealth Partners
New Jersey
$5.23M -$16.5K -66 -0.3%
143 144
145
146 147