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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 %
PWS
5076
Precision Wealth Strategies
Missouri
$1.03M +$111K +443 +12%
MGWA
5077
Monument Group Wealth Advisors
Massachusetts
$1.03M -$504K -2,012 -33%
PM
5078
Penbrook Management
New York
$1.03M – – –
CLP
5079
Charis Legacy Partners
Texas
$1.03M +$1.03M +4,095 New
LL
5080
LPWM LLC
Minnesota
$1.02M -$6.26K -25 -0.6%
LWA
5081
LifeGoal Wealth Advisors
New York
$1.02M +$1.02M +4,080 New
AWMG
5082
ADG Wealth Management Group
Louisiana
$1.02M +$1.02M +4,075 New
DHC
5083
Drum Hill Capital
Connecticut
$1.02M +$1.02M +4,075 New
ACM
5084
Ashford Capital Management
Delaware
$1.01M -$55.8K -223 -5%
FP
5085
FFG Partners
Florida
$1.01M +$6.51K +26 +0.6%
UA
5086
Unison Advisors
District of Columbia
$1.01M – – –
TWCA
5087
Two West Capital Advisors
Kansas
$1.01M +$81.6K +326 +9%
WCM
5088
WealthTrak Capital Management
Virginia
$1.01M +$1.01M +4,024 New
ACH
5089
ArrowMark Colorado Holdings
Colorado
$1,000K – – –
MF
5090
Manuka Financial
Virginia
$999K +$999K +3,990 New
PCM
5091
Passive Capital Management
Maryland
$997K -$70.6K -282 -7%
MHFA
5092
Mission Hills Financial Advisory
California
$992K +$187K +748 +23%
Mawer Investment Management
5093
Mawer Investment Management
Alberta, Canada
$992K +$250K +1,000 +34%
PWM
5094
Proathlete Wealth Management
Florida
$989K +$37.8K +151 +4%
AC
5095
Attessa Capital
Arizona
$985K +$985K +3,935 New
RBC
5096
Roble Belko & Company
Pennsylvania
$983K +$36.3K +145 +4%
FA
5097
Freestate Advisors
Kansas
$978K -$11.3K -45 -1%
PCA
5098
PMV Capital Advisers
Texas
$977K +$977K +3,901 New
KFSC
5099
Keystone Financial Services (Colorado)
Colorado
$977K – – –
MIS
5100
Morningstar Investment Services
Illinois
$976K -$17.9M -71,674 -95%
202 203
204
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