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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 %
GA
4326
GoalVest Advisory
New York
$2.85M -$36.8K -147 -1%
BCG
4327
Bravias Capital Group
New Jersey
$2.84M +$2.84M +12,032 New
MHR
4328
Matthew Hamilton Rosenberg
$2.84M +$13.3K +53 +0.5%
BF
4329
Brucke Financial
Indiana
$2.84M +$2.84M +12,021 New
KLI
4330
Kelman-Lazarov Inc
Tennessee
$2.83M +$5.76K +23 +0.2%
TA
4331
TrueWealth Advisors
Alabama
$2.83M -$267K -1,068 -9%
PEA
4332
Park Edge Advisors
Ohio
$2.83M +$346K +1,380 +14%
VWA
4333
VSM Wealth Advisory
Maryland
$2.82M +$2.82M +11,354 New
DWM
4334
Defined Wealth Management
Oregon
$2.82M +$71.6K +286 +3%
BSG
4335
Black Swift Group
Colorado
$2.82M +$251K +1,004 +10%
WWM
4336
Waterway Wealth Management
Texas
$2.82M -$349K -1,395 -11%
KCP
4337
Kera Capital Partners
California
$2.82M +$2.82M +11,248 New
EW
4338
Element Wealth
Mississippi
$2.81M +$85.9K +343 +3%
VCS
4339
Vaughan & Co Securities
New Jersey
$2.81M -$50.8K -203 -2%
SWM
4340
Shepherd Wealth Management
Ohio
$2.81M +$2.81M +11,214 New
FW
4341
Fidato Wealth
Ohio
$2.8M +$2.8M +11,195 New
GCL
4342
Gouws Capital LLC
North Carolina
$2.8M – – –
VIM
4343
Vista Investment Management
Pennsylvania
$2.8M -$73.6K -294 -3%
R
4344
Rebalance
California
$2.8M +$64.1K +256 +2%
Legacy Financial Group (Iowa)
4345
Legacy Financial Group (Iowa)
Iowa
$2.8M +$25.5K +102 +0.9%
PTCG
4346
Pring Turner Capital Group
California
$2.8M +$15K +60 +0.5%
FAM
4347
Fairtree Asset Management
South Africa
$2.79M +$2.79M +11,154 New
SFS
4348
Solitude Financial Services
Virginia
$2.79M -$225K -900 -7%
SWA
4349
ShankerValleau Wealth Advisors
Illinois
$2.78M +$1.5M +6,000 +117%
Cohen & Steers
4350
Cohen & Steers
New York
$2.78M +$159K +635 +6%
172 173
174
175 176