AAPL icon

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 %
SWA
3751
Strata Wealth Advisors
Texas
$4.74M +$68.1K +272 +1%
CCM
3752
Collar Capital Management
Wisconsin
$4.74M +$4.74M +18,924 New
SSW
3753
Stone Summit Wealth
Florida
$4.72M -$46.8K -187 -1%
TWA
3754
Trace Wealth Advisors
California
$4.72M +$4.72M +18,852 New
LAM
3755
Lakewood Asset Management
Illinois
$4.71M -$54.8K -219 -1%
PAG
3756
Paladin Advisory Group
Iowa
$4.7M -$151K -601 -3%
KCM
3757
Kaye Capital Management
California
$4.69M -$47.6K -190 -1%
TFG
3758
Taylor Financial Group
Virginia
$4.68M – – –
BFA
3759
Brown Financial Advisors
Ohio
$4.68M -$215K -858 -4%
PG
3760
Proffitt & Goodson
Tennessee
$4.68M +$27.3K +109 +0.6%
SB
3761
SIG Brokerage
New York
$4.68M +$4.68M +18,669 New
NFA
3762
Northern Financial Advisors
Michigan
$4.67M -$220K -880 -5%
WAM
3763
Worth Asset Management
Texas
$4.67M -$1.29M -5,150 -22%
PCP
3764
Panoramic Capital Partners
Oregon
$4.67M +$4.67M +18,631 New
ACC
3765
Acorn Creek Capital
Colorado
$4.65M +$138K +553 +3%
FWM
3766
FMB Wealth Management
California
$4.65M -$180K -717 -4%
BWM
3767
BCGM Wealth Management
Indiana
$4.65M -$69.4K -277 -1%
CPL
3768
CAP Partners LLC
Tennessee
$4.64M -$53.6K -214 -1%
ACGA
3769
Atlanta Consulting Group Advisors
Georgia
$4.64M -$451K -1,799 -9%
BWMG
3770
Barnes Wealth Management Group
California
$4.63M +$4.63M +18,491 New
ACM
3771
AUA Capital Management
Pennsylvania
$4.63M -$4.56M -18,228 -50%
OFA
3772
Oak Family Advisors
Illinois
$4.62M -$27.8K -111 -0.6%
HIM
3773
Hanlon Investment Management
New Jersey
$4.62M +$8.51K +34 +0.2%
WFA
3774
West Financial Advisors
Iowa
$4.61M +$1.2M +4,799 +35%
CAM
3775
Campion Asset Management
Virginia
$4.61M -$71.9K -287 -2%
149 150
151
152 153