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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 %
AFIA
4176
America First Investment Advisors
Nebraska
$3.27M +$1.26M +5,042 +63%
APM
4177
Advanced Portfolio Management
New York
$3.26M +$11.1K +47 +0.3%
CCM
4178
Cohen Capital Management
California
$3.26M – – –
HFF
4179
Halter Ferguson Financial
Indiana
$3.26M +$82.1K +328 +3%
SCM
4180
Stevens Capital Management
Pennsylvania
$3.25M -$27.1M -108,231 -89%
TF
4181
TLWM Financial
Texas
$3.25M +$77.6K +310 +2%
AAS
4182
AdviceOne Advisory Services
Connecticut
$3.25M +$3.25M +12,975 New
DWM
4183
Dopkins Wealth Management
New York
$3.25M +$591K +2,359 +22%
AWA
4184
AmeriServ Wealth Advisors
Pennsylvania
$3.24M +$3.24M +12,956 New
TA
4185
Townsend & Associates
Colorado
$3.24M -$15.4K -69 -0.5%
PPWM
4186
Perissos Private Wealth Management
Oklahoma
$3.24M -$3.26K -13 -0.1%
SWM
4187
SK Wealth Management
Rhode Island
$3.24M – – –
OWIM
4188
Old West Investment Management
California
$3.23M – – –
BSTWA
4189
Blake Schutter Theil Wealth Advisors
Ohio
$3.23M -$2.92M -11,641 -47%
CWM
4190
CarsonAllaria Wealth Management
Illinois
$3.23M -$97.4K -389 -3%
RB
4191
Renasant Bank
Mississippi
$3.22M -$186K -743 -5%
CS
4192
Capital Square
Tennessee
$3.22M -$16.5K -74 -0.5%
EWM
4193
Evergreen Wealth Management
Michigan
$3.22M -$378K -1,509 -11%
PWM
4194
Power Wealth Management
Georgia
$3.22M -$163K -650 -5%
PS
4195
Portfolio Strategies
New York
$3.22M – – –
WTFG
4196
Wood Tarver Financial Group
Idaho
$3.21M +$3.21M +12,822 New
HIS
4197
Harvest Investment Services
Illinois
$3.21M -$712K -2,845 -18%
DPW
4198
DiNuzzo Private Wealth
Pennsylvania
$3.21M +$25.5K +102 +0.8%
BFA
4199
Brendel Financial Advisors
New Hampshire
$3.21M +$72.6K +290 +2%
GFG
4200
Greenbush Financial Group
New York
$3.21M +$3.21M +12,691 New
166 167
168
169 170