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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 %
HCA
4826
Hyperion Capital Advisors
New York
$1.58M – – –
ACM
4827
Altrius Capital Management
North Carolina
$1.57M +$499K +1,991 +46%
BBW
4828
Blue Barn Wealth
Utah
$1.56M +$212K +848 +16%
WWM
4829
Whalen Wealth Management
Nevada
$1.56M -$2.4M -9,571 -61%
EFG
4830
Ehrlich Financial Group
California
$1.56M -$9.27K -37 -0.6%
YIM
4831
Yoffe Investment Management
Pennsylvania
$1.56M +$1.56M +6,212 New
GWM
4832
Greenhouse Wealth Management
Connecticut
$1.55M +$25K +100 +2%
PPW
4833
Presilium Private Wealth
Pennsylvania
$1.55M +$6.26K +25 +0.4%
LAMC
4834
Longview Asset Management (California)
California
$1.55M +$1.55M +6,201 New
PAM
4835
Pacific Asset Management
Washington
$1.55M +$1.55M +6,183 New
LFS
4836
Lutz Financial Services
Nebraska
$1.54M -$58.8K -235 -4%
AFWM
4837
AMJ Financial Wealth Management
Virginia
$1.54M -$21.8K -87 -1%
LWM
4838
Lighthouse Wealth Management
Ohio
$1.53M +$1.53M +6,129 New
CAAM
4839
Cornerstone Advisors Asset Management
Pennsylvania
$1.53M +$93.4K +373 +6%
SLA
4840
Silver Lake Advisory
Utah
$1.53M +$1.25K +5 +0.1%
SWM
4841
SpringVest Wealth Management
Texas
$1.53M +$1.53M +6,121 New
DLHL
4842
Donald L. Hagan LLC
Florida
$1.53M +$6.26K +25 +0.4%
CCS
4843
Concentric Capital Strategies
Connecticut
$1.53M -$38.2M -152,743 -96%
IFO
4844
Independent Family Office
New York
$1.53M -$121K -500 -7%
AMIM
4845
Aull & Monroe Investment Management
Alabama
$1.52M -$6.26K -25 -0.4%
MAG
4846
Mokosak Advisory Group
Iowa
$1.52M +$1.75K +7 +0.1%
WAG
4847
Wheelhouse Advisory Group
Missouri
$1.52M -$6.51K -26 -0.4%
HHWM
4848
Hiley Hunt Wealth Management
Nebraska
$1.51M +$7.51K +30 +0.5%
SIM
4849
Synergy Investment Management
Florida
$1.51M +$1.51M +6,035 New
SP
4850
SWS Partners
Ohio
$1.51M +$550K +2,197 +57%
192 193
194
195 196