AAPL icon

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 %
RA
4801
Rodgers & Associates
Pennsylvania
$1.63M -$12.5K -50 -0.8%
AWA
4802
Adapt Wealth Advisors
Georgia
$1.62M +$14.3K +57 +0.9%
BAM
4803
Broyhill Asset Management
North Carolina
$1.62M +$1.62M +6,473 New
UFF
4804
USA Financial Formulas
Michigan
$1.62M -$198K -791 -11%
AFG
4805
Arkansas Financial Group
Arkansas
$1.62M -$99.7K -398 -6%
DWM
4806
David Wealth Management
Virginia
$1.62M +$1.62M +6,462 New
TFG
4807
Tilson Financial Group
New Jersey
$1.62M -$51.6K -206 -3%
LWA
4808
Lifelong Wealth Advisors
Minnesota
$1.61M +$1.61M +6,441 New
AIA
4809
Alternative Investment Advisors
Florida
$1.61M +$149K +596 +10%
RIA
4810
Retirement Investment Advisors
Oklahoma
$1.61M +$9.77K +39 +0.6%
BHWA
4811
Beacon Harbor Wealth Advisors
Virginia
$1.6M -$6.48M -25,857 -80%
NPPM
4812
North Point Portfolio Managers
Ohio
$1.6M – – –
SI
4813
Stonekeep Investments
New Mexico
$1.6M -$64.1K -256 -4%
SIMC
4814
Squire Investment Management Company
Utah
$1.6M +$111K +442 +7%
IAG
4815
Ipsen Advisor Group
Arkansas
$1.59M +$1.59M +6,357 New
SL
4816
SWMG LLC
Texas
$1.59M -$37.8K -169 -2%
APC
4817
Asset Planning Corporation
Tennessee
$1.59M +$50.1K +200 +3%
CCM
4818
Cullen Capital Management
New York
$1.59M -$25K -100 -2%
TR
4819
Tepp RIA
New Jersey
$1.59M +$1.59M +6,338 New
MWM
4820
Maltin Wealth Management
New Jersey
$1.59M +$342K +1,365 +27%
GVCM
4821
Global View Capital Management
Wisconsin
$1.58M +$1.58M +6,496 New
VFG
4822
Valley Financial Group
Pennsylvania
$1.58M +$8.01K +32 +0.5%
LFG
4823
Lockerman Financial Group
California
$1.58M -$13.8K -55 -0.9%
SOWAS
4824
Silver Oak Wealth Advisors Services
California
$1.58M +$1.58M +6,302 New
HWMT
4825
Heritage Wealth Management (Texas)
Texas
$1.58M -$94.4K -377 -6%
191 192
193
194 195