AAPL icon

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 %
CPA
1701
Capital Planning Advisors
California
$24.9M -$137K -547 -0.5%
AMG
1702
Asset Management Group
Connecticut
$24.9M -$109K -437 -0.4%
PDL
1703
Portfolio Design Labs
California
$24.9M +$4.97M +19,850 +25%
JWM
1704
Jeppson Wealth Management
California
$24.9M -$148K -593 -0.6%
CCM
1705
CloudAlpha Capital Management
Hong Kong
$24.8M +$24.8M +99,218 New
M
1706
MOTCO
Texas
$24.8M -$846K -3,378 -3%
TIA
1707
Traphagen Investment Advisors
New Jersey
$24.8M +$129K +516 +0.5%
CFP
1708
Catalyst Financial Partners
Massachusetts
$24.8M +$602K +2,403 +2%
FFWA
1709
FRG Family Wealth Advisors
Washington
$24.8M -$68.4K -273 -0.3%
MF
1710
Montis Financial
Massachusetts
$24.7M +$874K +3,492 +4%
MSS
1711
Mitchell Sinkler & Starr
Pennsylvania
$24.7M -$1.65M -6,600 -6%
BFA
1712
Benedict Financial Advisors
Georgia
$24.6M -$421K -1,680 -2%
KFI
1713
Key Financial Inc
Pennsylvania
$24.6M -$365K -1,458 -1%
PWS
1714
Peterson Wealth Services
Utah
$24.6M -$187K -747 -0.8%
WGC
1715
Watts Gwilliam & Co
Arizona
$24.5M -$578K -2,387 -2%
GCM
1716
Goldstream Capital Management
Hong Kong
$24.5M -$1.73M -6,897 -7%
RRA
1717
Round Rock Advisors
Connecticut
$24.5M +$2.71M +10,815 +12%
MWA
1718
Meridian Wealth Advisors
Texas
$24.4M +$297K +1,185 +1%
ACM
1719
Accent Capital Management
Ohio
$24.4M -$31.6K -126 -0.1%
CCM
1720
Copeland Capital Management
Pennsylvania
$24.4M -$3.89M -15,517 -14%
APWA
1721
Atlas Private Wealth Advisors
New Jersey
$24.4M +$9.77K +39 +0%
QWM
1722
Quadcap Wealth Management
Texas
$24.4M +$752K +3,004 +3%
RCA
1723
Riverview Capital Advisers
Massachusetts
$24.4M -$1.03M -4,128 -4%
HIC
1724
Harbor Island Capital
Massachusetts
$24.4M -$101K -403 -0.4%
EIP
1725
Ellis Investment Partners
Pennsylvania
$24.3M -$222K -887 -0.9%
67 68
69
70 71