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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 %
AIA
4076
Accelerate Investment Advisors
California
$3.61M +$587K +2,346 +19%
CCM
4077
Compass Capital Management
Minnesota
$3.61M – – –
MWM
4078
Mosley Wealth Management
California
$3.6M +$30.2K +126 +0.8%
HFRG
4079
Houlihan Financial Resource Group
Virginia
$3.59M -$1.07M -4,276 -23%
BFS
4080
Burkett Financial Services
South Carolina
$3.58M +$66.1K +264 +2%
IPW
4081
Intergy Private Wealth
Colorado
$3.58M +$163K +651 +5%
DCM
4082
Davis Capital Management
Florida
$3.58M -$118K -472 -3%
CWMS
4083
Cannon Wealth Management Services
North Carolina
$3.58M +$336K +1,473 +10%
OIC
4084
Orion Investment Company
Missouri
$3.58M +$125K +500 +4%
SSWG
4085
Seven Springs Wealth Group
Tennessee
$3.58M +$31.1K +124 +0.9%
CWM
4086
ClientFirst Wealth Management
Arkansas
$3.57M +$3.57M +14,272 New
CTWM
4087
Cherry Tree Wealth Management
Minnesota
$3.57M +$63.9K +255 +2%
RAG
4088
RIA Advisory Group
Iowa
$3.56M +$1.15M +4,577 +47%
RF
4089
Roxbury Financial
New Jersey
$3.56M +$3.56M +15,001 New
PMIM
4090
Prudent Man Investment Management
Colorado
$3.55M +$3.55M +14,190 New
PW
4091
PUREfi Wealth
Massachusetts
$3.55M +$3.55M +14,187 New
BMWS
4092
Brady Martz Wealth Solutions
North Dakota
$3.55M +$3.55M +15,225 New
FFA
4093
Frazier Financial Advisors
Ohio
$3.55M -$72.4K -287 -2%
TNAM
4094
Terra Nova Asset Management
New York
$3.55M +$4.51K +18 +0.1%
FWA
4095
Flagship Wealth Advisors
Massachusetts
$3.55M +$3.55M +14,158 New
MPW
4096
MA Private Wealth
California
$3.54M +$91.2K +364 +3%
TWPM
4097
Total Wealth Planning & Management
Florida
$3.54M +$3.54M +14,132 New
CFGSD
4098
Compass Financial Group (South Dakota)
South Dakota
$3.54M -$30.3K -121 -0.8%
PWMG
4099
Pinnacle Wealth Management Group
Michigan
$3.54M -$68.9K -275 -2%
FFA
4100
Fortune Financial Advisors
Kansas
$3.54M -$44.8K -179 -1%
162 163
164
165 166