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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 %
BBPWM
3676
Blue Bell Private Wealth Management
Pennsylvania
$5.06M -$32.6K -130 -0.6%
IFS
3677
Intelligent Financial Strategies
Minnesota
$5.06M +$250 +1 +0%
IWA
3678
Integrity Wealth Advisors
California
$5.05M +$5.05M +20,180 New
OWG
3679
Oxford Wealth Group
Florida
$5.05M +$19K +76 +0.4%
BWG
3680
Beta Wealth Group
California
$5.05M -$146K -582 -3%
PC
3681
Peavine Capital
Nevada
$5.05M -$551K -2,200 -10%
AIA
3682
Angeles Investment Advisors
California
$5.04M -$796K -3,178 -14%
PWP
3683
Pursue Wealth Partners
California
$5.04M -$3.61M -14,434 -42%
PAM
3684
PCG Asset Management
New Jersey
$5.03M +$5.03M +20,094 New
ECA
3685
Elevate Capital Advisors
Colorado
$5.03M +$5.03M +20,083 New
MLA
3686
MB, Levis & Associates
Pennsylvania
$5.02M -$125K -498 -2%
AFA
3687
AA Financial Advisors
Ohio
$5.02M +$63.1K +252 +1%
SHA
3688
Seneca House Advisors
Virginia
$5.02M -$398K -1,591 -7%
SWMG
3689
Sanchez Wealth Management Group
Florida
$5.02M +$3.2M +12,764 +176%
RMF
3690
Red Mountain Financial
Colorado
$5.01M -$287K -1,146 -5%
SWP
3691
Summit Wealth Partners
Florida
$5.01M -$7.51K -30 -0.1%
SMTF
3692
Sphera Management Technology Funds
Israel
$5.01M +$5.01M +20,000 New
SCA
3693
Southern Capital Advisors
Tennessee
$4.99M -$104K -416 -2%
SW
3694
Signify Wealth
Missouri
$4.97M -$31.6K -126 -0.6%
UCB
3695
United Community Bank
South Carolina
$4.97M +$151K +602 +3%
BBNB
3696
Baker Boyer National Bank
Washington
$4.97M -$297K -1,185 -6%
FB
3697
Finward Bancorp
Indiana
$4.96M +$4.96M +19,820 New
GPWA
3698
Great Point Wealth Advisors
Massachusetts
$4.96M +$19.5K +78 +0.4%
EGM
3699
Engineers Gate Manager
New York
$4.96M -$10.3M -40,991 -67%
KCM
3700
Kerusso Capital Management
North Carolina
$4.96M +$11K +44 +0.2%
146 147
148
149 150