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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 %
AWM
1451
Angeles Wealth Management
California
$32.5M +$702K +2,803 +2%
AIM
1452
Anchor Investment Management
South Carolina
$32.5M +$1.02M +4,086 +3%
Harris Associates
1453
Harris Associates
Illinois
$32.4M +$208K +829 +0.6%
LGWM
1454
Litman Gregory Wealth Management
California
$32.4M -$1.56M -6,233 -5%
PTP
1455
Platform Technology Partners
New York
$32.4M -$939K -3,749 -3%
SAM
1456
Sompo Asset Management
Japan
$32.3M -$6.28M -25,062 -16%
FFA
1457
Founders Financial Alliance
North Carolina
$32.2M +$228K +909 +0.7%
JSC
1458
Jackson Square Capital
California
$32.2M +$1.38M +5,506 +4%
MGM
1459
Manchester Global Management
United Kingdom
$32.2M -$2.25M -8,969 -7%
AP
1460
Atwood & Palmer
Missouri
$32.2M -$64.4K -257 -0.2%
RIA
1461
Regal Investment Advisors
Michigan
$32.2M -$1.41M -5,618 -4%
AWM
1462
Activest Wealth Management
Florida
$32.2M +$695K +2,776 +2%
RWM
1463
RKL Wealth Management
Pennsylvania
$32M +$3.87M +15,446 +14%
HVIA
1464
Hudson Valley Investment Advisors
New York
$32M -$708K -2,826 -2%
CG
1465
CFO4Life Group
Texas
$32M -$8.51K -34 -0%
BWL
1466
Bogart Wealth LLC
Virginia
$32M +$609K +2,430 +2%
AHC
1467
Anderson Hoagland & Co
Missouri
$32M -$3.38M -14,684 -10%
MSFS
1468
Main Street Financial Solutions
Pennsylvania
$32M +$1.88M +7,493 +6%
LCGC
1469
Legacy Capital Group California
California
$31.9M -$263K -1,052 -0.8%
BMC
1470
Benin Management Corp
Connecticut
$31.9M -$16.3K -65 -0.1%
FMTC
1471
Farmers & Merchants Trust Company
California
$31.9M -$779K -3,110 -2%
IWA
1472
IBEX Wealth Advisors
New Jersey
$31.9M -$36.7M -146,494 -53%
NHT
1473
New Hampshire Trust
New Hampshire
$31.9M +$139K +557 +0.4%
SMA
1474
Sage Mountain Advisors
Georgia
$31.9M +$3.81M +15,224 +14%
WIM
1475
Wittenberg Investment Management
Massachusetts
$31.9M -$3.74M -14,944 -11%
57 58
59
60 61