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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 %
AAM
5251
American Asset Management
Florida
$729K – – –
CPW
5252
Crestmont Private Wealth
Texas
$728K -$64.6K -258 -8%
LFA
5253
LifeGuide Financial Advisors
Pennsylvania
$728K +$186K +741 +34%
OTPPB
5254
Ontario Teachers' Pension Plan Board
Ontario, Canada
$727K +$727K +2,903 New
FAM
5255
Frontier Asset Management
Wyoming
$726K +$261K +1,041 +56%
CWM
5256
Cadence Wealth Management
Massachusetts
$723K +$115K +458 +19%
DWS
5257
Dynamic Wealth Strategies
California
$722K -$1.5K -6 -0.2%
SWTS
5258
Stonehaven Wealth & Tax Solutions
Wisconsin
$721K +$721K +2,880 New
MI
5259
Moneywise Inc
Virginia
$721K -$2.25K -9 -0.3%
TFG
5260
Tull Financial Group
Virginia
$720K +$102K +409 +17%
CCM
5261
Coerente Capital Management
Ontario, Canada
$715K -$2.5K -10 -0.3%
TCM
5262
Twele Capital Management
Minnesota
$711K -$52.8K -211 -7%
DCBT
5263
Dakota Community Bank & Trust
North Dakota
$706K +$98.9K +395 +16%
MB
5264
Mizuho Bank
Japan
$701K – – –
KBG
5265
Kahn Brothers Group
New York
$699K +$75.1K +300 +12%
VP
5266
Verisail Partners
Georgia
$698K +$698K +2,789 New
CWM
5267
Capital Wealth Management
Rhode Island
$695K +$501 +2 +0.1%
MWA
5268
Martel Wealth Advisors
Washington
$687K -$21K -84 -3%
RP
5269
Riverwater Partners
Wisconsin
$684K -$314K -1,254 -31%
LCM
5270
Lunt Capital Management
Utah
$675K -$13K -52 -2%
WH
5271
Wallace Hart
Kentucky
$674K +$131K +525 +24%
NPAN
5272
Northeast Planning Associates NH
New Hampshire
$673K +$673K +2,688 New
PAM
5273
PVG Asset Management
Colorado
$672K +$672K +2,685 New
RWM
5274
Rolek Wealth Management
Pennsylvania
$671K +$671K +2,680 New
TLFA
5275
True Link Financial Advisors
California
$664K +$4.76K +19 +0.7%
209 210
211
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