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 %
LA
1726
LM Advisors
California
$24.3M -$2.35M -9,389 -9%
MSAM
1727
Moloney Securities Asset Management
Missouri
$24.2M -$767K -3,064 -3%
CIG
1728
CCM Investment Group
Minnesota
$24.2M +$24.2M +96,116 New
WF
1729
WoodTrust Financial
Wisconsin
$24.2M +$221K +883 +0.9%
FM
1730
Family Management
New York
$24.1M +$371K +1,481 +2%
GIA
1731
Guyasuta Investment Advisors
Pennsylvania
$24.1M -$638K -2,547 -3%
ECM
1732
EagleClaw Capital Management
Massachusetts
$24.1M +$160K +640 +0.7%
IUHSA
1733
Itau Unibanco Holding S.A.
Brazil
$24.1M +$23.1M +92,372 +2,389%
GIM
1734
Guardian Investment Management
California
$24M -$716K -2,860 -3%
AWM
1735
Accurate Wealth Management
Florida
$24M -$615K -2,598 -3%
TPA
1736
Trivium Point Advisory
Connecticut
$24M +$1.88M +7,500 +9%
IA
1737
Insight Advisors
Pennsylvania
$24M -$373K -1,480 -2%
HA
1738
Herold Advisors
New York
$23.9M -$334K -1,332 -1%
PMFA
1739
Plante Moran Financial Advisors
Michigan
$23.9M -$1.44M -5,754 -6%
DWM
1740
Diversify Wealth Management
Utah
$23.9M +$8.77M +37,036 +58%
HWM
1741
HFR Wealth Management
New York
$23.8M -$273K -1,089 -1%
HI
1742
Hoey Investments
Pennsylvania
$23.8M +$4.3M +17,186 +22%
THCM
1743
Taylor Hoffman Capital Management
Virginia
$23.8M -$325K -1,297 -1%
NI
1744
Natural Investments
California
$23.7M +$23.7M +94,798 New
PCTC
1745
Perkins Coie Trust Company
Washington
$23.7M -$636K -2,539 -3%
CCC
1746
Chelsea Counsel Company
California
$23.7M -$1.13M -4,521 -5%
NIG
1747
NFJ Investment Group
Texas
$23.7M -$1.47M -5,869 -6%
HI
1748
Horizon Investments
North Carolina
$23.7M +$8.44M +33,757 +55%
MW
1749
Marcum Wealth
Ohio
$23.7M +$684K +2,733 +3%
SDJVC
1750
St. Denis J. Villere & Co
Louisiana
$23.7M -$698K -2,788 -3%
68 69
70
71 72