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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 %
FH
4426
Financial Harvest
Florida
$2.54M +$2.54M +10,151 New
KWM
4427
Kaydan Wealth Management
Michigan
$2.54M -$20.8K -83 -0.8%
SPL
4428
Smart Portfolios LLC
Washington
$2.54M -$70.4K -281 -3%
FWM
4429
ForthRight Wealth Management
Georgia
$2.54M +$4.01K +16 +0.2%
WCWM
4430
Wooster Corthell Wealth Management
Connecticut
$2.54M +$46.8K +187 +2%
PAG
4431
Poinciana Advisors Group
Florida
$2.53M +$2.53M +10,122 New
EMC
4432
Everest Management Corp
California
$2.53M +$2.53M +10,122 New
IWP
4433
Innova Wealth Partners
Pennsylvania
$2.53M +$1.9M +7,603 +304%
CM
4434
Crestline Management
Texas
$2.53M -$1.73M -6,896 -41%
MW
4435
Members Wealth
Pennsylvania
$2.53M +$2.53M +10,672 New
BF
4436
Baring Financial
Washington
$2.52M +$2.52M +10,083 New
MWP
4437
Meredith Wealth Planning
Illinois
$2.52M +$222K +886 +10%
DFA
4438
DHJJ Financial Advisors
Illinois
$2.52M +$7.26K +29 +0.3%
FA
4439
FC Advisory
Pennsylvania
$2.51M -$751 -3 -0%
RSF
4440
Rik Saylor Financial
Ohio
$2.51M +$2.51M +10,037 New
BCM
4441
Brooktree Capital Management
Michigan
$2.51M -$17.8K -71 -0.7%
FDDB
4442
Fidelity D&D Bancorp
Pennsylvania
$2.51M +$36.8K +147 +1%
SWM
4443
Shakespeare Wealth Management
Wisconsin
$2.51M -$34.6K -138 -1%
PWA
4444
PCG Wealth Advisors
Kansas
$2.5M +$250 +1 +0%
SI
4445
SCP Investment
California
$2.5M – – –
SGDR
4446
SPX Gestao de Recursos
Brazil
$2.5M +$2.43M +9,695 +3,179%
TF
4447
Telligent Fund
Hong Kong
$2.5M +$2.5M +10,000 New
SFC
4448
Sprinkle Financial Consultants
Colorado
$2.5M -$187K -745 -7%
NWMG
4449
Nicholson Wealth Management Group
South Carolina
$2.49M +$345K +1,377 +16%
NWM
4450
Navigoe Wealth Management
California
$2.49M +$2.49M +9,959 New
176 177
178
179 180