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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 %
BWM
751
Brickley Wealth Management
California
$90.2M +$3.53M +14,093 +4%
CNAM
752
Campbell Newman Asset Management
Wisconsin
$90M -$4.93M -19,687 -5%
WAM
753
Weatherly Asset Management
California
$89.8M -$1.76M -7,029 -2%
MWM
754
Meridian Wealth Management
Kentucky
$89.7M -$950K -3,795 -1%
ECM
755
Evergreen Capital Management
Washington
$89.7M -$120K -481 -0.1%
KFGK
756
Keystone Financial Group (Kentucky)
Kentucky
$89.4M +$39.5M +159,259 +79%
NSAM
757
North Star Asset Management
Wisconsin
$89.1M +$9.81M +39,188 +12%
YIA
758
YHB Investment Advisors
Connecticut
$88.5M -$906K -3,616 -1%
BP
759
Ballentine Partners
Massachusetts
$88.4M +$1.8M +7,169 +2%
SWM
760
SeaCrest Wealth Management
New York
$88.3M +$163K +652 +0.2%
FAIM
761
Financial Advocates Investment Management
Washington
$88.3M -$3.41M -13,633 -4%
AFG
762
Albion Financial Group
Utah
$87.9M +$596K +2,381 +0.7%
USAA
763
United Services Automobile Association
Texas
$87.6M +$1.46M +5,830 +2%
CWM
764
Cornerstone Wealth Management
Missouri
$87.4M +$23.5K +94 +0%
VVP
765
Venture Visionary Partners
Ohio
$87.1M -$340K -1,356 -0.4%
MYLI
766
Meiji Yasuda Life Insurance
Japan
$87M +$8.69M +34,715 +11%
WRBC
767
W.R. Berkley Corp
Connecticut
$86.9M +$86.9M +347,200 New
AUB
768
Atlantic Union Bankshares
Virginia
$86.6M -$85.4K -341 -0.1%
CHAM
769
Clear Harbor Asset Management
Connecticut
$86.6M +$1.9M +7,570 +2%
CCA
770
Cobblestone Capital Advisors
New York
$86.5M -$729K -2,910 -0.8%
BA
771
Birinyi Associates
Connecticut
$86.2M -$461K -1,840 -0.5%
HIA
772
Harbor Investment Advisory
Maryland
$86.1M -$605K -2,539 -0.7%
AAS
773
Annex Advisory Services
Wisconsin
$85.9M +$11.1M +44,417 +15%
ACM
774
Academy Capital Management
Texas
$85.9M -$317K -1,265 -0.4%
FBB
775
Fulton Breakefield Broenniman
Maryland
$85.7M +$2.24M +8,964 +3%
29 30
31
32 33