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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 %
EW
4126
Enzi Wealth
Texas
$3.46M +$15.7K +70 +0.5%
KAM
4127
KEB Asset Management
Illinois
$3.46M -$483K -1,927 -12%
MSWM
4128
Mowery & Schoenfeld Wealth Management
Illinois
$3.46M +$145K +578 +4%
FAM
4129
Fenimore Asset Management
New York
$3.45M +$59.1K +236 +2%
WCM
4130
Weik Capital Management
Pennsylvania
$3.45M – – –
MPWS
4131
McCarter Private Wealth Services
Massachusetts
$3.45M +$306K +1,221 +10%
SWM
4132
SFG Wealth Management
Maryland
$3.43M -$4.51K -18 -0.1%
UWP
4133
Uniting Wealth Partners
Kansas
$3.43M +$3.43M +13,702 New
CWM
4134
CCG Wealth Management
California
$3.43M -$10.3K -41 -0.3%
AR
4135
Apeiron RIA
Texas
$3.43M -$145K -578 -4%
DCM
4136
Driehaus Capital Management
Illinois
$3.42M -$2.16M -8,628 -39%
OPOWM
4137
One Plus One Wealth Management
Florida
$3.41M -$163K -651 -5%
XSC
4138
X-Square Capital
Puerto Rico
$3.41M -$751 -3 -0%
KWA
4139
Kellett Wealth Advisors
Ohio
$3.41M +$60.6K +242 +2%
CG
4140
Carmignac Gestion
France
$3.41M +$1.91M +7,614 +127%
AWA
4141
Authentikos Wealth Advisory
California
$3.41M +$919K +3,668 +37%
LWM
4142
Latko Wealth Management
Illinois
$3.4M +$9.27K +37 +0.3%
TSW
4143
Three Seasons Wealth
Utah
$3.4M -$18.5K -74 -0.5%
HIC
4144
Harvey Investment Company
Kentucky
$3.39M – – –
PFA
4145
Professional Financial Advisors
Nebraska
$3.39M -$103K -411 -3%
GFG
4146
Grantvest Financial Group
New Jersey
$3.37M +$3.37M +13,459 New
AWF
4147
Alpha Wealth Funds
Utah
$3.37M +$3.37M +13,441 New
BCM
4148
Brasada Capital Management
Texas
$3.36M -$422K -1,801 -11%
CI
4149
CacheTech Inc
Utah
$3.35M +$254K +1,014 +8%
AWM
4150
Adams Wealth Management
Utah
$3.35M +$254K +1,014 +8%
164 165
166
167 168