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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 %
PWM
5101
Parkworth Wealth Management
California
$974K +$974K +3,888 New
HNWA
5102
Henrickson Nauta Wealth Advisors
Michigan
$966K -$169K -674 -15%
EAM
5103
Everstar Asset Management
North Carolina
$966K +$63.9K +255 +7%
OWA
5104
Oak Wealth Advisors
Illinois
$965K +$965K +3,855 New
RI
5105
Ridgewood Investments
New Jersey
$965K +$232K +927 +32%
CF
5106
Cyr Financial
Illinois
$964K -$44.6K -178 -4%
SEM
5107
Strategic Equity Management
Arizona
$959K +$474K +1,891 +97%
CM
5108
Capital Management
Virginia
$957K +$15.5K +62 +2%
CCG
5109
Capital CS Group
California
$951K +$1.5K +6 +0.2%
UWM
5110
USAdvisors Wealth Management
Minnesota
$950K -$84.9K -339 -8%
TB
5111
Treynor Bancshares
Iowa
$949K -$17.8K -71 -2%
FF
5112
Fluent Financial
Texas
$948K -$33.8K -135 -3%
BCWM
5113
Ball & Co Wealth Management
Tennessee
$947K +$947K +3,782 New
CFG
5114
CMC Financial Group
Georgia
$945K +$2.5K +10 +0.3%
HMS
5115
Hanseatic Management Services
New Mexico
$945K +$12K +48 +1%
NA
5116
Note Advisors
New York
$945K +$945K +3,774 New
KTA
5117
Keeley-Teton Advisors
Illinois
$945K -$2K -8 -0.2%
LWA
5118
Lowe Wealth Advisors
Maryland
$943K +$31K +124 +3%
SFS
5119
Sharp Financial Services
Pennsylvania
$942K -$84.4K -337 -8%
JCM
5120
J2 Capital Management
Michigan
$942K +$942K +3,761 New
AAA
5121
American Alpha Advisors
New York
$941K -$68.1K -272 -7%
AIA
5122
Armor Investment Advisors
North Carolina
$939K +$751 +3 +0.1%
PWG
5123
Private Wealth Group
Florida
$937K -$1.75K -7 -0.2%
PF
5124
Parker Financial
Washington
$933K -$15.5K -62 -2%
KG
5125
Kieckhefer Group
Wisconsin
$930K +$930K +3,712 New
203 204
205
206 207