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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 %
JHP
5026
James Hambro & Partners
United Kingdom
$1.15M -$108K -433 -9%
MWM
5027
McMill Wealth Management
Nebraska
$1.14M +$1.14M +4,571 New
VBA
5028
von Borstel & Associates
Oregon
$1.14M +$70.6K +282 +7%
AA
5029
AJ Advisors
Tennessee
$1.14M +$501 +2 +0%
LFASL
5030
Lugano Financial Advisors SA (LFA)
Switzerland
$1.14M +$40.1K +160 +4%
LIA
5031
Luken Investment Analytics
Tennessee
$1.13M – – –
WWA
5032
Wealth Watch Advisors
Colorado
$1.13M +$1.13M +4,783 New
BWM
5033
Boyd Wealth Management
California
$1.13M +$9.27K +37 +0.8%
CMMS
5034
Comprehensive Money Management Services
Florida
$1.13M +$1.13M +4,494 New
KFSN
5035
Keystone Financial Services (Nebraska)
Nebraska
$1.12M +$1.12M +4,454 New
IWB
5036
Innovative Wealth Building
Maryland
$1.11M +$1.11M +4,450 New
GF
5037
Gimbal Financial
Indiana
$1.11M -$5.76K -23 -0.5%
SIA
5038
Spectrum Investment Advisors
Wisconsin
$1.11M +$751 +3 +0.1%
KPPF
5039
Klein Pavlis & Peasley Financial
California
$1.11M -$10K -40 -0.9%
BH
5040
Burk Holdings
Oklahoma
$1.1M +$1.1M +4,409 New
ZRP
5041
Zynergy Retirement Planning
New Jersey
$1.1M – – –
AC
5042
AXQ Capital
New Jersey
$1.1M +$1.1M +4,388 New
AIM
5043
Aigen Investment Management
New York
$1.1M +$1.1M +4,380 New
XPN
5044
XY Planning Network
Montana
$1.1M +$1.1M +4,376 New
UI
5045
Unconventional Investor
New Hampshire
$1.1M +$250 +1 +0%
SAMC
5046
Spectrum Asset Management (California)
California
$1.09M -$3.26K -13 -0.3%
WFC
5047
Western Financial Corp
California
$1.08M +$250 +1 +0%
MFS
5048
McNamara Financial Services
Massachusetts
$1.08M -$963K -3,847 -47%
SWP
5049
Significant Wealth Partners
Illinois
$1.08M +$7.01K +28 +0.7%
FG
5050
Fairman Group
Pennsylvania
$1.08M -$99.9K -399 -8%
200 201
202
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