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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 %
LAI
4276
Legal Advantage Investments
California
$3M +$157K +628 +6%
ADBIC
4277
A.D. Beadell Investment Counsel
Wisconsin
$2.99M -$25K -100 -0.8%
B
4278
Birchbrook
Maine
$2.99M -$71.6K -286 -2%
RCIM
4279
Red Cedar Investment Management
Michigan
$2.99M – – –
RSWA
4280
Robinson Smith Wealth Advisors
Maine
$2.98M -$891K -3,557 -23%
CWM
4281
Compass Wealth Management
Connecticut
$2.98M -$164K -656 -5%
CCA
4282
Cottonwood Capital Advisors
Utah
$2.98M -$6.76K -27 -0.2%
AWM
4283
Apex Wealth Management
New Hampshire
$2.97M +$2.97M +11,868 New
SAM
4284
Silphium Asset Management
United Kingdom
$2.97M -$86.1K -344 -3%
CRI
4285
Commonwealth Retirement Investments
Virginia
$2.97M +$85.1K +340 +3%
GPW
4286
Gray Private Wealth
Massachusetts
$2.97M -$47.3K -189 -2%
STA
4287
Smith Thornton Advisors
Alabama
$2.97M +$222K +886 +8%
CPA
4288
Clear Point Advisors
New York
$2.96M -$31.1K -124 -1%
5SA
4289
5th Street Advisors
Connecticut
$2.95M -$826K -3,300 -22%
SHFP
4290
Second Half Financial Partners
Florida
$2.95M -$487K -1,945 -14%
AWM
4291
Able Wealth Management
New Jersey
$2.95M +$182K +728 +7%
TF
4292
Tudor Financial
Ohio
$2.95M +$399K +1,593 +16%
LF
4293
Lighthouse Financial
Florida
$2.94M +$2.94M +11,754 New
NIA
4294
NBZ Investment Advisors
Tennessee
$2.94M +$2.94M +11,727 New
SC
4295
Stephens Consulting
Michigan
$2.94M -$95.7K -382 -3%
BAS
4296
Breakthru Advisory Services
Wisconsin
$2.93M +$2.93M +11,719 New
MWM
4297
Momentous Wealth Management
Washington
$2.93M +$2.93M +11,695 New
WCM
4298
Wealthcare Capital Management
Virginia
$2.93M +$149K +596 +5%
HSG
4299
Helen Stephens Group
Texas
$2.92M -$224K -893 -7%
SC
4300
Steph & Co
Wisconsin
$2.91M -$107K -428 -4%
170 171
172
173 174