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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 %
GWA
4051
GGM Wealth Advisors
Maryland
$3.68M -$1.36M -5,423 -27%
CFG
4052
Certior Financial Group
Pennsylvania
$3.68M +$3.68M +14,692 New
EGWAG
4053
Elwood & Goetz Wealth Advisory Group
Georgia
$3.67M -$122K -489 -3%
MWC
4054
MBM Wealth Consultants
Missouri
$3.67M +$55.4K +227 +2%
SCM
4055
Saxony Capital Management
Missouri
$3.66M +$47.3K +189 +1%
RA
4056
Riverstone Advisors
Texas
$3.66M +$37.1K +148 +1%
WIA
4057
Wetzel Investment Advisors
Indiana
$3.65M – – –
BCM
4058
Barden Capital Management
Texas
$3.65M +$166K +662 +5%
MWM
4059
MinichMacGregor Wealth Management
New York
$3.65M +$131K +523 +4%
CWA
4060
Cura Wealth Advisors
Illinois
$3.65M +$3.65M +14,573 New
BWG
4061
Boomfish Wealth Group
Georgia
$3.65M -$47.1K -188 -1%
MWM
4062
MorganRosel Wealth Management
Colorado
$3.65M +$2.09M +8,342 +134%
MCI
4063
MRP Capital Investments
Georgia
$3.64M -$46.8K -187 -1%
SAM
4064
Sherman Asset Management
California
$3.64M +$3.64M +14,542 New
EAM
4065
EdenTree Asset Management
United Kingdom
$3.64M – – –
MPW
4066
Magnolia Private Wealth
Pennsylvania
$3.64M +$3.64M +14,527 New
GFP
4067
Guardian Financial Partners
California
$3.64M +$260K +1,037 +8%
HFP
4068
Holistic Financial Partners
Indiana
$3.64M +$575K +2,296 +19%
FP
4069
Fiduciary Planning
Florida
$3.63M +$125K +499 +4%
SFPG
4070
Stonebridge Financial Planning Group
Florida
$3.63M +$34.3K +137 +1%
SHWM
4071
Smith & Howard Wealth Management
Georgia
$3.63M +$254K +1,013 +8%
OLA
4072
Oliver Luxxe Assets
New Jersey
$3.62M +$1.8M +7,465 +99%
MWM
4073
Maridea Wealth Management
New York
$3.62M +$3.62M +14,470 New
TCM
4074
TruNorth Capital Management
Michigan
$3.62M +$1.16M +4,621 +47%
LFS
4075
Leibman Financial Services
Nebraska
$3.61M -$1.99M -7,950 -36%
161 162
163
164 165