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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 %
SW
951
SlateStone Wealth
Florida
$62.3M -$9.21M -36,772 -13%
BCAM
952
Boston Common Asset Management
Massachusetts
$62.3M +$14.6M +58,434 +31%
LC
953
Lindbrook Capital
California
$62.2M -$4.01M -16,020 -6%
SAA
954
Southeast Asset Advisors
Georgia
$62.1M -$12.8M -51,085 -17%
EP
955
Essential Planning
New Hampshire
$62.1M +$60.2M +255,245 +3,181%
VCM
956
Violich Capital Management
California
$61.8M -$3.35M -13,364 -5%
CPIG
957
Chicago Partners Investment Group
Illinois
$61.8M +$3.28M +13,533 +6%
FM
958
Foster & Motley
Ohio
$61.8M +$66.6K +266 +0.1%
MME
959
Meag Munich Ergo
Germany
$61.6M -$11.8M -46,819 -16%
MWM
960
Mindset Wealth Management
Indiana
$61.5M +$4.7M +18,765 +8%
DAS
961
Diversify Advisory Services
Utah
$61.3M -$6.99M -29,526 -10%
PCM
962
Palisade Capital Management
New Jersey
$61.2M -$984K -3,928 -2%
SVCP
963
Silicon Valley Capital Partners
California
$61.2M -$2.35M -9,389 -4%
GC
964
Guardian Capital
Ontario, Canada
$60.9M +$1.13M +4,524 +2%
BAM
965
Berkshire Asset Management
Pennsylvania
$60.8M -$3.22M -14,466 -5%
TAMH
966
Taikang Asset Management (HK)
Hong Kong
$60.4M -$40.2M -160,703 -40%
SIA
967
Soltis Investment Advisors
Utah
$60.3M +$7.91M +31,599 +15%
CWG
968
Cornerstone Wealth Group
North Carolina
$60.2M +$1.95M +7,793 +3%
QCG
969
Quadrant Capital Group
Ohio
$60.2M -$1.79M -7,139 -3%
AI
970
Accredited Investors
Minnesota
$60.2M -$547K -2,186 -0.9%
PA
971
Procyon Advisors
Connecticut
$60M +$1.93M +7,711 +3%
SWA
972
SOA Wealth Advisors
New York
$59.9M -$796K -3,180 -1%
PAI
973
Pittenger & Anderson Inc
Nebraska
$59.8M -$1.15M -4,598 -2%
JCM
974
Jag Capital Management
Missouri
$59.6M +$2.31M +9,212 +4%
FWP
975
Falcon Wealth Planning
California
$59.6M -$7.92M -31,611 -12%
37 38
39
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