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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 %
FFS
1476
Fischer Financial Services
Pennsylvania
$31.8M +$31.8M +127,009 New
NG
1477
Norden Group
Utah
$31.8M +$211K +843 +0.7%
IFWM
1478
Institute for Wealth Management
Colorado
$31.7M -$284K -1,135 -0.9%
G
1479
GenTrust
Florida
$31.7M +$728K +2,906 +2%
SFG
1480
SevenBridge Financial Group
Pennsylvania
$31.7M -$1.96M -8,440 -6%
PWW
1481
Pettyjohn Wood & White
Virginia
$31.6M -$725K -2,894 -2%
NM
1482
NWI Management
New York
$31.6M – – –
CA
1483
Continuum Advisory
Idaho
$31.5M +$76.9K +307 +0.2%
PA
1484
Perennial Advisors
New York
$31.5M +$31.5M +125,821 New
IWA
1485
Icon Wealth Advisors
Texas
$31.5M +$563K +2,250 +2%
IB
1486
Intrust Bank
Kansas
$31.5M -$785K -3,133 -2%
VV
1487
Verity & Verity
South Carolina
$31.5M +$1.41M +5,631 +5%
CAM
1488
Centre Asset Management
New York
$31.4M +$13.6M +54,297 +76%
SEP
1489
Southland Equity Partners
Missouri
$31.4M +$20.8K +83 +0.1%
GJWM
1490
Gilliland Jeter Wealth Management
Arkansas
$31.4M -$427K -1,704 -1%
EP
1491
Edgestream Partners
New Jersey
$31.3M +$11.1M +44,134 +55%
RPGK
1492
Retirement Planning Group (Kansas)
Kansas
$31.2M +$7.51K +30 +0%
CWM
1493
Concentrum Wealth Management
California
$31.2M +$423K +1,688 +1%
SIC
1494
Sigma Investment Counselors
Michigan
$31.2M -$452K -1,805 -1%
SGM
1495
Skye Global Management
Florida
$31.2M -$40.6M -162,000 -57%
CA
1496
Cache Advisors
California
$31.2M +$31.2M +124,467 New
CA
1497
Claro Advisors
Massachusetts
$31.1M +$239K +953 +0.8%
HIC
1498
Holderness Investments Company
North Carolina
$31.1M -$329K -1,315 -1%
GSWM
1499
Golden State Wealth Management
California
$31M +$31M +123,818 New
CCM
1500
Canal Capital Management
Virginia
$30.9M -$270K -1,079 -0.9%
58 59
60
61 62