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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 %
MGWM
1676
Marks Group Wealth Management
Minnesota
$25.7M -$204K -813 -0.8%
DLCIG
1677
D.L. Carlson Investment Group
New Hampshire
$25.7M -$478K -1,907 -2%
CCP
1678
Clough Capital Partners
Massachusetts
$25.7M -$31.1M -124,300 -55%
MCP
1679
Mirador Capital Partners
California
$25.6M +$178K +711 +0.7%
IG
1680
Ithaka Group
Virginia
$25.6M -$1.01M -4,033 -4%
SWC
1681
Spectrum Wealth Counsel
Indiana
$25.6M -$105K -421 -0.4%
CWA
1682
Canvas Wealth Advisors
Kansas
$25.6M -$370K -1,476 -1%
TM
1683
TigerOak Management
New Mexico
$25.5M +$25.5M +101,936 New
OHIS
1684
Oak Harvest Investment Services
Texas
$25.5M +$1.91M +7,631 +8%
TBBL
1685
True Blue (BVI) Ltd
$25.5M +$25.5M +101,800 New
MC
1686
Montag & Caldwell
Georgia
$25.5M -$1.93M -7,725 -7%
GA
1687
GSG Advisors
New Jersey
$25.4M -$669K -2,671 -3%
AIMA
1688
Ables Iannone Moore & Associates
Georgia
$25.4M -$251K -1,002 -1%
SWM
1689
Stockman Wealth Management
Montana
$25.4M -$281K -1,121 -1%
PCG
1690
PFC Capital Group
California
$25.3M -$585K -2,335 -2%
BA
1691
Ballast Advisors
Minnesota
$25.3M -$530K -2,117 -2%
FA
1692
Financial Avengers
California
$25.2M -$3.11M -12,422 -11%
PP
1693
PDS Planning
Ohio
$25.2M +$262K +1,045 +1%
SOS
1694
Silver Oak Securities
Tennessee
$25.2M +$5.14M +20,396 +26%
CP
1695
CenterBook Partners
Connecticut
$25.2M +$1.07M +4,261 +4%
BPC
1696
Bearing Point Capital
Minnesota
$25.1M +$25.1M +100,366 New
BIG
1697
Brooklyn Investment Group
New York
$25.1M +$1.71M +6,821 +7%
ST
1698
Sentinel Trust
Texas
$25M -$150K -598 -0.6%
NCM
1699
Nelson Capital Management
California
$25M +$432K +1,726 +2%
JCM
1700
Jacobi Capital Management
Pennsylvania
$24.9M +$1.16M +4,616 +5%
66 67
68
69 70