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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 %
SAM
1026
Secure Asset Management
Michigan
$54.6M +$403K +1,610 +0.7%
HT
1027
Heritage Trust
Oklahoma
$54.6M +$54.6M +218,121 New
SAM
1028
Sawgrass Asset Management
Florida
$54.6M -$4.66M -18,627 -8%
VWM
1029
Venturi Wealth Management
Texas
$54.5M +$5.8M +23,179 +12%
VWA
1030
Visionary Wealth Advisors
Illinois
$54.3M -$427K -1,704 -0.8%
FAM
1031
Formidable Asset Management
Ohio
$54.1M -$1.42M -5,654 -3%
BA
1032
Bristlecone Advisors
Washington
$54.1M -$287K -1,148 -0.5%
BWFA
1033
Baltimore-Washington Financial Advisors
Maryland
$54M +$107K +428 +0.2%
SBWIC
1034
Schaper Benz & Wise Investment Counsel
Wisconsin
$54M -$799K -3,190 -1%
GL
1035
Graypoint LLC
New York
$54M -$704K -2,812 -1%
NP
1036
Nilsine Partners
Colorado
$53.9M +$7M +27,973 +15%
7CM
1037
7G Capital Management
New York
$53.8M -$121M -485,000 -69%
WP
1038
WealthPLAN Partners
Nebraska
$53.8M -$4.92M -19,657 -8%
CBTWT
1039
Community Bank & Trust (Waco, Texas)
Texas
$53.8M -$430K -1,718 -0.8%
WAP
1040
Wealthcare Advisory Partners
Pennsylvania
$53.7M -$335K -1,336 -0.6%
KCMH
1041
Keywise Capital Management (HK)
Hong Kong
$53.7M -$12.5K -50 -0%
CIG
1042
Cullen Investment Group
Louisiana
$53.6M -$250K -1,000 -0.5%
VCA
1043
Verdence Capital Advisors
Maryland
$53.6M -$715K -2,857 -1%
EWA
1044
EverSource Wealth Advisors
Alabama
$53.6M +$2.49M +9,962 +5%
BCP
1045
Blue Chip Partners
Michigan
$53.5M -$564K -2,254 -1%
AF
1046
Alerus Financial
North Dakota
$53.4M -$6.96M -27,780 -12%
GAG
1047
GM Advisory Group
New York
$52.9M +$763K +3,047 +1%
PMAM
1048
Picton Mahoney Asset Management
Ontario, Canada
$52.9M -$12.6M -50,250 -19%
AF
1049
Apexium Financial
Texas
$52.8M +$5.24M +20,926 +11%
CRB
1050
Chad R. Baker
$52.7M -$5.01M -20,000 -9%
40 41
42
43 44