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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 %
SWA
5001
Sightline Wealth Advisors
Connecticut
$1.2M +$250 +1 +0%
PFA
5002
Petra Financial Advisors
Colorado
$1.2M +$6.51K +26 +0.5%
TWA
5003
Tandem Wealth Advisors
Arizona
$1.19M +$43.1K +172 +4%
SCI
5004
Silver Coast Investments
United States
$1.19M -$6.51K -26 -0.5%
ACM
5005
Argyle Capital Management
Pennsylvania
$1.19M – – –
KOMWMG
5006
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.19M +$1K +4 +0.1%
FAM
5007
Forte Asset Management
New York
$1.18M – – –
MSRI
5008
Michael S. Ryan Inc
New York
$1.18M -$50.8K -203 -4%
SWA
5009
Strategies Wealth Advisors
Michigan
$1.18M +$1.18M +4,983 New
GC
5010
Gruss & Co
Florida
$1.18M +$250K +1,000 +27%
GSF
5011
Grove Street Fiduciary
New Hampshire
$1.17M +$1.17M +4,688 New
PI
5012
Pachira Investments
California
$1.17M +$504 +2 +0%
PWM
5013
Partnership Wealth Management
Maryland
$1.17M -$49.8K -199 -4%
TDWM
5014
Topel & Distasi Wealth Management
California
$1.17M – – –
GOCP
5015
Great Oak Capital Partners
Massachusetts
$1.17M +$1.64K +7 +0.1%
PCM
5016
Perkins Capital Management
Minnesota
$1.16M – – –
FF
5017
Friedenthal Financial
New Jersey
$1.16M +$1.02M +4,070 +704%
EFN
5018
Equita Financial Network
Pennsylvania
$1.16M +$95.9K +383 +9%
FFW
5019
Fusion Family Wealth
New York
$1.16M +$71.6K +286 +7%
LODC
5020
Lanham O'Dell & Company
West Virginia
$1.16M -$51.1K -204 -4%
TCFP
5021
Treasure Coast Financial Planning
Florida
$1.15M +$5.76K +23 +0.5%
SFP
5022
SwitchPoint Financial Planning
Utah
$1.15M +$1.15M +4,607 New
EWM
5023
Endowment Wealth Management
Wisconsin
$1.15M +$7.76K +31 +0.7%
CP
5024
Camelot Portfolios
Ohio
$1.15M -$66.1K -264 -5%
HC
5025
Hurley Capital
New York
$1.15M +$1.15M +4,638 New
199 200
201
202 203