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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 %
RCG
1526
Regatta Capital Group
California
$30M -$2.91M -11,618 -9%
TCBWMS
1527
Texas Capital Bank Wealth Management Services
Texas
$29.9M -$87.1K -348 -0.3%
QPW
1528
Quantum Private Wealth
Florida
$29.9M +$114K +454 +0.4%
PTB
1529
Pioneer Trust Bank
Oregon
$29.9M -$549K -2,194 -2%
BCB
1530
Brian C. Broderick
$29.9M +$543K +2,170 +2%
OCAM
1531
Onex Canada Asset Management
Ontario, Canada
$29.9M -$1.34M -5,357 -4%
RWB
1532
RMR Wealth Builders
New Jersey
$29.9M +$197K +786 +0.7%
JWCA
1533
J.W. Coons Advisors
Ohio
$29.9M -$760K -3,033 -2%
SS
1534
Sunbelt Securities
Texas
$29.8M +$708K +2,808 +2%
PAM
1535
Peak Asset Management
Colorado
$29.8M -$487K -1,946 -2%
AA
1536
Advisory Alpha
Michigan
$29.8M +$1.35M +5,409 +5%
SPG
1537
Strategic Planning Group
Utah
$29.8M -$2.59M -10,342 -8%
WAS
1538
Winch Advisory Services
Wisconsin
$29.8M -$630K -2,517 -2%
LSA
1539
L & S Advisors
California
$29.7M -$4.03M -16,084 -12%
CPA
1540
Cardiff Park Advisors
California
$29.7M -$590K -2,358 -2%
BWP
1541
Burling Wealth Partners
Illinois
$29.7M +$29.7M +118,760 New
SFI
1542
Susquehanna Fundamental Investments
Pennsylvania
$29.7M +$29.7M +118,513 New
RW
1543
RVW Wealth
California
$29.6M +$8.51M +33,993 +40%
CAC
1544
Core Alternative Capital
Georgia
$29.6M -$5.57M -22,242 -16%
SFP
1545
Shepherd Financial Partners
Massachusetts
$29.5M -$883K -3,526 -3%
TSWM
1546
Tyler-Stone Wealth Management
Ohio
$29.5M +$373K +1,488 +1%
CAM
1547
Cypress Asset Management
Texas
$29.5M -$1.04M -4,033 -3%
TAS
1548
TIFF Advisory Services
Pennsylvania
$29.5M +$16M +84,574 +119%
SNB
1549
Security National Bank
Nebraska
$29.4M -$689K -2,752 -2%
MWM
1550
Marietta Wealth Management
Georgia
$29.4M +$200K +797 +0.7%
60 61
62
63 64