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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 %
NIM
3651
Needham Investment Management
New York
$5.15M -$2.55M -10,200 -33%
RF
3652
Rossby Financial
Florida
$5.14M +$5.14M +20,541 New
PWP
3653
Precedent Wealth Partners
Texas
$5.14M +$91.7K +366 +2%
SCM
3654
Sunbeam Capital Management
Georgia
$5.14M +$5.14M +20,530 New
LWAM
3655
Legacy Wealth Asset Management
Minnesota
$5.14M -$855K -3,413 -14%
WCM
3656
Weaver Capital Management
Georgia
$5.14M +$466K +1,860 +10%
JWWM
3657
Johnson & White Wealth Management
Pennsylvania
$5.14M -$34.6K -142 -0.7%
BWM
3658
Birchcreek Wealth Management
Ohio
$5.13M -$58.6K -234 -1%
WP
3659
Wealthspan Partners
Iowa
$5.13M -$55.1K -220 -1%
EWA
3660
ERTS Wealth Advisors
Michigan
$5.13M -$65.4K -261 -1%
NC
3661
Napatree Capital
Rhode Island
$5.13M +$377K +1,505 +8%
SA
3662
SAM Advisors
California
$5.13M -$6.51K -26 -0.1%
JGCM
3663
Joseph Group Capital Management
Ohio
$5.12M +$757K +3,021 +17%
PCMH
3664
Polymer Capital Management (HK)
Hong Kong
$5.12M -$1.54M -6,140 -23%
PHWM
3665
Pine Harbor Wealth Management
Maryland
$5.12M -$55.6K -222 -1%
BIA
3666
Benchmark Investment Advisors
Illinois
$5.11M -$160K -639 -3%
VIPI
3667
Vista Investment Partners II
Indiana
$5.11M +$5.11M +20,408 New
KA
3668
KDT Advisors
New York
$5.11M +$5.11M +20,405 New
MFG
3669
Mosaic Financial Group
Illinois
$5.11M -$262K -1,048 -5%
MA
3670
MBA Advisors
Pennsylvania
$5.1M -$1.05M -4,210 -17%
JFG
3671
JDM Financial Group
Texas
$5.09M -$148K -590 -3%
SIC
3672
Sage Investment Counsel
Tennessee
$5.08M +$5.08M +20,304 New
LKIM
3673
Lawson Kroeker Investment Management
Nebraska
$5.07M -$20.8K -83 -0.4%
PBK
3674
Peoples Bank (Kansas)
Kansas
$5.06M -$50.8K -203 -1%
CP
3675
Cornerstone Planning
North Carolina
$5.06M +$5.06M +20,211 New
145 146
147
148 149