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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 %
GWP
4626
Gen-Wealth Partners
Michigan
$2.05M +$6.76K +27 +0.3%
GRA
4627
Golden Road Advisors
Florida
$2.05M +$4.01K +16 +0.2%
UIM
4628
Unified Investment Management
Georgia
$2.05M +$2.05M +8,167 New
CDWM
4629
Campbell Deegan Wealth Management
Virginia
$2.04M +$2.04M +8,163 New
DWM
4630
Dogwood Wealth Management
Kansas
$2.04M +$130K +518 +7%
MI
4631
Motiv8 Investments
Florida
$2.04M +$327K +1,306 +19%
SSC
4632
Syverson Strege & Co
Iowa
$2.04M +$577K +2,305 +39%
EMFAT
4633
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.04M -$222K -887 -10%
CWA
4634
CogentBlue Wealth Advisors
Tennessee
$2.04M +$2.04M +8,128 New
CCA
4635
Cooper Capital Advisors
California
$2.03M +$2.03M +8,119 New
WWWM
4636
White Wing Wealth Management
Texas
$2.03M +$10.3K +41 +0.5%
IFA
4637
Interactive Financial Advisors
Illinois
$2.03M – – –
NWMP
4638
Noble Wealth Management PBC
Colorado
$2.02M +$2.02M +8,077 New
HFS
4639
Hopwood Financial Services
Virginia
$2.02M +$2.02M +8,061 New
WHCFA
4640
William Howard & Co Financial Advisors
Tennessee
$2.02M -$190K -759 -9%
MAM
4641
Marotta Asset Management
Virginia
$2.01M -$60.5K -248 -3%
MWM
4642
McNaughton Wealth Management
California
$2.01M -$22.8K -91 -1%
Aristotle Capital Management
4643
Aristotle Capital Management
California
$2.01M +$2.5K +10 +0.1%
HKAM
4644
Horizon Kinetics Asset Management
New York
$2.01M +$250 +1 +0%
DA
4645
DCF Advisers
Connecticut
$2M – – –
NA
4646
Nordwand Advisors
Pennsylvania
$2M -$16.3K -65 -0.8%
BWM
4647
Bosman Wealth Management
California
$2M +$2M +7,985 New
ICM
4648
Intrepid Capital Management
Florida
$2M +$6.76K +27 +0.3%
LFA
4649
Legend Financial Advisors
Pennsylvania
$2M +$17.8K +71 +0.9%
BA
4650
BCM Advisors
Louisiana
$2M -$32.1K -138 -2%
184 185
186
187 188