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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 %
BWM
4601
Brown Wealth Management
Illinois
$2.11M +$95.2K +380 +5%
MGIA
4602
Matthew Goff Investment Advisor
Texas
$2.11M +$58.3K +233 +3%
NFG
4603
Northeast Financial Group
Pennsylvania
$2.11M -$33.3K -133 -2%
PA
4604
Probity Advisors
Texas
$2.1M +$239K +956 +13%
CW
4605
Code Waechter
Florida
$2.1M +$26K +104 +1%
WA
4606
Waterford Advisors
New York
$2.1M -$751 -3 -0%
PCOTEOTHU
4607
Provident Company of the Employees of the Hebrew University
Israel
$2.09M – – –
ST
4608
Sageworth Trust
Pennsylvania
$2.09M -$503K -2,009 -19%
BRWM
4609
Blue Rock Wealth Management
North Carolina
$2.09M +$2.09M +8,339 New
G
4610
Gainplan
Michigan
$2.09M +$71.4K +285 +4%
GWA
4611
Genesis Wealth Advisors
Massachusetts
$2.09M +$2.09M +8,333 New
PFG
4612
Prospect Financial Group
Virginia
$2.08M +$2.08M +8,326 New
EBSAM
4613
Eubel Brady & Suttman Asset Management
Ohio
$2.08M +$43.1K +172 +2%
SPIA
4614
Strategic Point Investment Advisors
Rhode Island
$2.08M +$259K +1,036 +14%
MWML
4615
M Wealth Management LLC
California
$2.08M +$2.08M +8,296 New
LFPWM
4616
Leicht Financial Planning & Wealth Management
New Jersey
$2.07M -$3.51K -14 -0.2%
KA
4617
Kooman & Associates
Pennsylvania
$2.07M -$27K -108 -1%
EIP
4618
Easterly Investment Partners
Massachusetts
$2.07M – – –
TWM
4619
Trevian Wealth Management
Massachusetts
$2.06M – – –
KNFPWM
4620
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.06M -$42.1K -168 -2%
VIA
4621
Virtus Investment Advisers
Connecticut
$2.06M +$15K +60 +0.7%
LAM
4622
Lifestyle Asset Management
Texas
$2.05M +$50.8K +203 +3%
OPWM
4623
Oakwell Private Wealth Management
Texas
$2.05M -$25.5K -102 -1%
DACG
4624
Donor Advised Charitable Giving
California
$2.05M +$18.3K +73 +0.9%
WWA
4625
Wingate Wealth Advisors
Massachusetts
$2.05M +$2.05M +8,173 New
183 184
185
186 187