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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 %
FWP
1351
FAS Wealth Partners
Kansas
$35.8M -$171K -682 -0.5%
MAA
1352
Matrix Asset Advisors
New York
$35.8M +$541K +2,161 +2%
SHGA
1353
Sand Hill Global Advisors
California
$35.7M -$16.3K -65 -0%
PTC
1354
Private Trust Company
Ohio
$35.7M -$1.71M -6,830 -5%
MCWS
1355
McKinley Carter Wealth Services
West Virginia
$35.6M -$794K -3,172 -2%
FNBTCON
1356
First National Bank & Trust Co of Newtown
Pennsylvania
$35.6M -$2.11M -8,408 -6%
TWA
1357
TCI Wealth Advisors
Arizona
$35.6M -$519K -2,073 -1%
CIAS
1358
Capital Investment Advisory Services
North Carolina
$35.5M -$1.76M -7,020 -5%
OAM
1359
Ostrum Asset Management
France
$35.5M +$72.1K +288 +0.2%
FRA
1360
Front Row Advisors
California
$35.5M -$133K -533 -0.4%
CF
1361
Clarity Financial
Texas
$35.5M -$1.14M -4,545 -3%
SRA
1362
Summit Rock Advisors
New York
$35.4M – – –
DAM
1363
Diamant Asset Management
Connecticut
$35.4M -$1.77M -7,078 -5%
PPWP
1364
Premier Path Wealth Partners
New Jersey
$35.4M +$343K +1,371 +1%
CCFCSB
1365
Cape Cod Five Cents Savings Bank
Massachusetts
$35.4M – – –
SLWA
1366
San Luis Wealth Advisors
California
$35.4M +$807K +3,223 +2%
MIM
1367
Manitou Investment Management
Ontario, Canada
$35.3M -$8.1M -32,347 -19%
RCM
1368
RNC Capital Management
California
$35.3M +$1.72M +6,888 +5%
FFBTD
1369
First Financial Bank - Trust Division
Ohio
$35.2M -$360K -1,438 -1%
NFGCM
1370
Norman Fields Gottscho Capital Management
New York
$35.1M -$226K -902 -0.6%
AAM
1371
Augustine Asset Management
Florida
$35.1M +$1.66M +6,641 +5%
HT
1372
Headlands Technologies
Illinois
$35.1M +$17.5M +69,728 +99%
LCM
1373
Leisure Capital Management
California
$35M +$14.7M +58,637 +72%
AG
1374
Algert Global
California
$34.9M +$3.66M +14,631 +12%
ELI
1375
Empire Life Investments
Ontario, Canada
$34.9M +$8.58M +34,269 +33%
53 54
55
56 57