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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 %
WWM
926
Western Wealth Management
Colorado
$64.9M -$15.1M -60,385 -19%
MCM
927
Manchester Capital Management
Vermont
$64.6M -$221K -884 -0.3%
EW
928
Evoke Wealth
California
$64.4M +$1.42M +5,673 +2%
LIM
929
Leavell Investment Management
Alabama
$64.4M -$545K -2,175 -0.8%
SFO
930
Stokes Family Office
Louisiana
$64.2M +$481K +1,919 +0.8%
RT
931
Rockland Trust
Massachusetts
$64.1M -$169K -674 -0.3%
AP
932
Archon Partners
New Jersey
$63.9M – – –
TFA
933
Teamwork Financial Advisors
Texas
$63.6M -$111K -444 -0.2%
SDH
934
Sloy Dahl & Holst
Washington
$63.5M -$20.8M -82,947 -25%
AC
935
Avenir Corporation
Virginia
$63.4M -$2.89M -11,555 -4%
NSIM
936
North Star Investment Management
Illinois
$63.4M -$1.47M -5,867 -2%
CIS
937
Connors Investor Services
Pennsylvania
$63.3M +$1.1M +4,380 +2%
LRPA
938
L. Roy Papp & Associates
Arizona
$63.3M -$723K -2,887 -1%
CIC
939
Chilton Investment Company
Connecticut
$63.2M -$380K -1,519 -0.6%
SCA
940
Stillwater Capital Advisors
Pennsylvania
$63M -$373K -1,491 -0.6%
AAM
941
AR Asset Management
California
$63M -$551K -2,200 -0.9%
KA
942
Klingman & Associates
New York
$63M +$637K +2,545 +1%
DSAM
943
Dock Street Asset Management
Florida
$62.9M -$969K -3,871 -2%
GIA
944
Gladstone Institutional Advisory
Florida
$62.7M +$2.92M +11,661 +5%
LDB
945
Lee, Danner & Bass
Tennessee
$62.7M -$3.14M -12,547 -5%
SGAM
946
Smith Group Asset Management
Texas
$62.6M +$347K +1,384 +0.6%
Kayne Anderson Rudnick Investment Management
947
Kayne Anderson Rudnick Investment Management
California
$62.6M -$3.95M -15,759 -6%
JMFC
948
J.M. Forbes & Co
Massachusetts
$62.4M +$1.14M +4,572 +2%
NMO
949
Newlands Management Operations
Texas
$62.3M – – –
JC
950
Jacobs & Co
California
$62.3M -$1.56M -6,221 -2%
36 37
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