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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 %
MIM
1101
Morningstar Investment Management
Illinois
$48.8M +$11.5M +45,801 +31%
ANBT
1102
American National Bank & Trust
Texas
$48.6M -$532K -2,125 -1%
BIP
1103
Blue Investment Partners
California
$48.6M +$288K +1,151 +0.6%
MAM
1104
Madison Asset Management
Wisconsin
$48.6M -$839K -3,350 -2%
MIA
1105
Madison Investment Advisors
Wisconsin
$48.6M +$48.6M +193,953 New
RG
1106
Renaissance Group
Kentucky
$48.5M -$1.71M -6,823 -3%
CIM
1107
Corda Investment Management
Texas
$48.5M -$5.38M -21,497 -10%
EWM
1108
Executive Wealth Management
Michigan
$48.4M -$2.43M -9,684 -5%
RP
1109
Rice Partnership
Hawaii
$48.4M +$9.27K +37 +0%
OWA
1110
Octavia Wealth Advisors
Ohio
$48.4M -$455K -1,816 -0.9%
JFGIW
1111
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48.3M -$53.6K -227 -0.1%
LPT
1112
Legacy Private Trust
Wisconsin
$48.2M +$3.15M +12,565 +7%
IPW
1113
Invictus Private Wealth
Colorado
$48.1M -$364K -1,452 -0.8%
KCM
1114
Kennedy Capital Management
Missouri
$48.1M -$1.67M -6,659 -3%
WA
1115
WestEnd Advisors
North Carolina
$48M +$259K +1,036 +0.5%
HI
1116
Hendershot Investments
Virginia
$47.9M -$889K -3,549 -2%
SRC
1117
Shufro Rose & Co
New York
$47.9M -$269K -1,073 -0.6%
CANC
1118
Culbertson A N & Co
Virginia
$47.8M -$1.64M -6,567 -3%
WWA
1119
WCG Wealth Advisors
Nevada
$47.5M -$2.23M -8,908 -4%
TYCC
1120
Texas Yale Capital Corp
Florida
$47.5M -$129K -517 -0.3%
CCWM
1121
Cassaday & Co Wealth Management
Virginia
$47.5M -$106K -424 -0.2%
ST
1122
Sabal Trust
Florida
$47.4M +$1.27M +5,078 +3%
AAM
1123
Azzad Asset Management
Virginia
$47.4M +$5.46M +21,811 +13%
NGA
1124
Naples Global Advisors
Florida
$47.3M -$1.14M -4,561 -2%
SAM
1125
SP Asset Management
California
$47.2M -$714K -2,850 -1%
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