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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 %
JWM
4401
JDH Wealth Management
California
$2.62M +$2.62M +10,478 New
PRP
4402
Peak Retirement Planning
Ohio
$2.62M +$2.62M +10,476 New
3F
4403
360 Financial
Minnesota
$2.62M -$66.1K -264 -2%
UCI
4404
Uncommon Cents Investing
Wisconsin
$2.62M +$14.8K +59 +0.6%
WWM
4405
Wiser Wealth Management
Georgia
$2.62M +$279K +1,115 +12%
NOI
4406
Newton One Investments
Delaware
$2.61M +$33.1K +132 +1%
GF
4407
Goodman Financial
Texas
$2.61M +$2.61M +10,420 New
HFS
4408
HBC Financial Services
Washington
$2.61M – – –
AWP
4409
Axis Wealth Partners
Rhode Island
$2.6M +$2.6M +10,381 New
FYW
4410
Future You Wealth
New York
$2.6M +$2.6M +10,374 New
MSWM
4411
Master's Wealth Management
Pennsylvania
$2.59M +$2.59M +10,361 New
PP
4412
Prosperity Planning
Missouri
$2.59M -$6.26K -25 -0.2%
SWMG
4413
Sard Wealth Management Group
Georgia
$2.59M -$29.3K -117 -1%
HPBT
4414
Hickory Point Bank & Trust
Illinois
$2.59M +$2.59M +10,340 New
BFP
4415
Briaud Financial Planning
Texas
$2.58M +$968K +3,865 +60%
MSF
4416
Mustard Seed Financial
Arkansas
$2.58M – – –
SWM
4417
Seed Wealth Management
Illinois
$2.58M – – –
PBC
4418
Pavion Blue Capital
California
$2.58M – – –
HEIP
4419
Hudson Edge Investment Partners
New Jersey
$2.57M -$247K -985 -9%
GA
4420
Gordian Advisors
Arizona
$2.56M +$59.3K +237 +2%
BA
4421
Brightwater Advisory
Florida
$2.55M -$153K -611 -6%
AF
4422
Abound Financial
California
$2.55M +$2.55M +10,194 New
BAMG
4423
Brand Asset Management Group
Missouri
$2.55M -$75.9K -303 -3%
FIC
4424
Family Investment Center
Missouri
$2.55M +$51.8K +207 +2%
FFWA
4425
Forthright Family Wealth Advisory
Texas
$2.54M -$141K -562 -5%
175 176
177
178 179