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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 %
SPAS
5126
Spectrum Planning & Advisory Services
California
$929K +$188K +750 +25%
AIM
5127
Archer Investment Management
Texas
$923K +$923K +3,684 New
KIC
5128
Keating Investment Counselors
Florida
$922K -$16K -64 -2%
FIS
5129
Fischer Investment Strategies
California
$919K +$751 +3 +0.1%
CW
5130
Cooksen Wealth
Texas
$919K – – –
KGC
5131
Kennon-Green & Company
Ohio
$918K -$3.76K -15 -0.4%
LA
5132
LPF Advisors
Florida
$917K +$344K +1,375 +60%
LG
5133
LAM Group
Oregon
$915K -$51.6K -195 -5%
BSWM
5134
Boston Standard Wealth Management
Massachusetts
$911K -$37.3K -149 -4%
EA
5135
Evergreen Advisors
Tennessee
$910K +$133K +532 +17%
ICM
5136
Innovator Capital Management
Illinois
$909K +$539K +2,154 +146%
SG
5137
Straightline Group
Michigan
$908K +$908K +3,628 New
AFO
5138
Allie Family Office
Florida
$907K +$37.5K +150 +4%
WIC
5139
Whitegate Investment Counselors
New Hampshire
$903K +$501 +2 +0.1%
LRWM
5140
Lord & Richards Wealth Management
Colorado
$903K +$903K +3,605 New
HFS
5141
Horizon Financial Services
North Carolina
$902K +$1.75K +7 +0.2%
GWAM
5142
Guardian Wealth Advisors (Minnesota)
Minnesota
$902K -$30.8K -123 -3%
BOTPPF
5143
Board of the Pension Protection Fund
United Kingdom
$902K +$902K +3,600 New
WRM
5144
Weybosset Research & Management
Rhode Island
$899K – – –
CJ
5145
Caitlin John
Michigan
$896K +$501 +2 +0.1%
OCFG
5146
O'Connor Financial Group
Illinois
$896K +$10.3K +41 +1%
SCA
5147
Scott Capital Advisors
Oregon
$896K -$53.7K -229 -6%
HPFG
5148
Hart & Patterson Financial Group
Massachusetts
$895K -$48.1K -192 -5%
DP
5149
Denver PWM
Colorado
$892K +$3.76K +15 +0.4%
SFCL
5150
Strengthening Families & Communities LLC
Massachusetts
$891K -$17.4M -69,613 -95%
204 205
206
207 208