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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 %
GC
4576
Grange Capital
Oregon
$2.17M +$2.17M +8,669 New
WFS
4577
WealthGarden F.S.
California
$2.17M +$10.3K +41 +0.5%
GPA
4578
Guidance Point Advisors
Massachusetts
$2.16M +$94.2K +376 +5%
LFS
4579
Littlejohn Financial Services
Oregon
$2.16M +$2.16M +8,641 New
PCM
4580
Presidio Capital Management
California
$2.16M -$45.1K -180 -2%
KPWM
4581
KDK Private Wealth Management
Texas
$2.16M +$2.16M +8,611 New
TCM
4582
TABR Capital Management
California
$2.15M +$2.15M +8,604 New
NLWP
4583
Next Level Wealth Planning
Idaho
$2.15M +$2.15M +8,597 New
VAMG
4584
Voisard Asset Management Group
Michigan
$2.15M -$16.5K -66 -0.8%
GK
4585
Graney & King
New York
$2.15M +$2.15M +8,586 New
WAN
4586
Wealth Advisors Northwest
Oregon
$2.14M +$2.14M +8,555 New
DP
4587
Divergent Planning
Maryland
$2.14M -$101K -425 -4%
KFG
4588
Kelly Financial Group
Connecticut
$2.14M +$2.14M +8,536 New
CWMA
4589
Capstone Wealth Management (Alabama)
Alabama
$2.14M +$2.14M +8,528 New
PCM
4590
Permanent Capital Management
Illinois
$2.14M +$2.14M +8,526 New
TIAM2
4591
Tru Independence Asset Management 2
Oregon
$2.13M – – –
SL
4592
Stevard LLC
Illinois
$2.13M – – –
CC
4593
Copperleaf Capital
North Carolina
$2.13M +$143K +573 +7%
T
4594
TOBAM
France
$2.13M -$1.08M -4,330 -34%
BWA
4595
BlueSky Wealth Advisors
North Carolina
$2.13M -$18.3K -73 -0.9%
COFSG
4596
Carbahal Olsen Financial Services Group
California
$2.13M +$2.13M +8,486 New
OFP
4597
OLIO Financial Planning
Virginia
$2.12M -$517K -2,066 -20%
CMBA
4598
C.M. Bidwell & Associates
Hawaii
$2.12M -$130K -518 -6%
SWM
4599
StoneCrest Wealth Management
Arizona
$2.12M -$122K -486 -5%
GIO
4600
Galilei Investment Office
United Kingdom
$2.12M +$2.12M +8,449 New
182 183
184
185 186