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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 %
PTC
826
Philadelphia Trust Company
Pennsylvania
$76.5M -$2.9M -11,580 -4%
MLL
827
Moody Lynn & Lieberson
Massachusetts
$76.4M -$53.6K -214 -0.1%
SCA
828
Stonebridge Capital Advisors
Minnesota
$76.4M -$440K -1,757 -0.6%
ATPW
829
Ashton Thomas Private Wealth
Arizona
$76.2M +$4.8M +19,178 +7%
CRC
830
Curi RMB Capital
Illinois
$76.2M -$7.58M -30,251 -9%
MLFP
831
MPS Loria Financial Planners
Illinois
$76.1M +$75.1K +300 +0.1%
BFA
832
Bragg Financial Advisors
North Carolina
$76.1M -$305K -1,216 -0.4%
CTA
833
Chesley Taft & Associates
Illinois
$75.5M -$721K -2,881 -0.9%
LBC
834
Lowe Brockenbrough & Co
Virginia
$75.5M -$788K -3,147 -1%
KB
835
Kimelman & Baird
New York
$75.5M -$1.66M -6,637 -2%
BAMCO Inc
836
BAMCO Inc
New York
$75.4M +$238K +951 +0.3%
RIL
837
Rothschild Investment LLC
Illinois
$75.4M -$1.68M -6,714 -2%
AL
838
Aspiriant LLC
California
$75.2M -$1.1M -4,409 -1%
FFP
839
Forbes Financial Planning
Rhode Island
$75.1M -$5.06M -1,379 -6%
PIM
840
Penobscot Investment Management
Massachusetts
$74.9M -$1.92M -7,679 -3%
CAM
841
Close Asset Management
United Kingdom
$74.8M – – –
MAM
842
Meeder Asset Management
Ohio
$74.5M +$8.23M +32,884 +12%
WDA
843
Wendell David Associates
New Hampshire
$74.5M -$746K -2,977 -1%
CW
844
CreativeOne Wealth
Kansas
$74.3M +$25.6M +102,125 +52%
FRA
845
Frank Rimerman Advisors
California
$74.2M -$7.3M -29,162 -9%
AC
846
Avestar Capital
New York
$74.1M +$2.54M +10,155 +4%
IGGA
847
Iron Gate Global Advisors
Utah
$74.1M +$1.66M +6,623 +2%
RBA
848
Richard Bernstein Advisors
New York
$73.9M -$2.74M -10,935 -4%
CWP
849
CFM Wealth Partners
Texas
$73.8M -$1.34M -5,370 -2%
GCM
850
GuideStone Capital Management
Texas
$73.5M – – –
32 33
34
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