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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 %
MCG
1801
McCollum Christoferson Group
New York
$22.6M -$169K -676 -0.7%
IP
1802
Isthmus Partners
Wisconsin
$22.5M -$185K -740 -0.8%
WKWM
1803
Walter & Keenan Wealth Management
Indiana
$22.5M -$752K -3,004 -3%
AFM
1804
Armstrong Fleming & Moore
District of Columbia
$22.5M -$1.26M -5,041 -5%
VPP
1805
Vertex Planning Partners
Illinois
$22.5M -$147K -587 -0.6%
CPBTD
1806
Central Pacific Bank - Trust Division
Hawaii
$22.5M -$377K -1,504 -2%
TCOTS
1807
Trust Company of the South
North Carolina
$22.5M +$3.95M +15,758 +21%
CQWA
1808
Chokshi & Queen Wealth Advisors
California
$22.5M +$22.5M +89,690 New
IA
1809
Intellus Advisors
Florida
$22.4M +$22.4M +89,641 New
BB
1810
Berkshire Bank
Massachusetts
$22.4M +$591K +2,360 +3%
WIA
1811
Westbourne Investment Advisors
Maryland
$22.4M -$392K -1,566 -2%
BWM
1812
BNC Wealth Management
Oregon
$22.4M -$266K -1,063 -1%
MIM
1813
Martin Investment Management
Florida
$22.4M -$2.69M -10,761 -11%
FDCP
1814
Foster Dykema Cabot & Partners
Massachusetts
$22.3M +$473K +1,888 +2%
MFA
1815
Mayflower Financial Advisors
Massachusetts
$22.3M -$53.1K -212 -0.2%
SIA
1816
Strategic Investment Advisors
Michigan
$22.3M -$584K -2,332 -3%
GCM
1817
Gladius Capital Management
Illinois
$22.3M +$4.2M +16,790 +23%
MWM
1818
Merriman Wealth Management
Washington
$22.3M +$1.31M +5,241 +6%
MA
1819
MCF Advisors
Kentucky
$22.3M -$159K -634 -0.7%
RWA
1820
Roberts Wealth Advisors
California
$22.2M -$193K -810 -0.9%
EAM
1821
EFG Asset Management
Oregon
$22.2M +$2.59M +10,362 +13%
SIS
1822
Sound Income Strategies
Florida
$22.2M +$55.3K +221 +0.2%
IIM
1823
Ipswich Investment Management
Massachusetts
$22.2M -$409K -1,632 -2%
FNB
1824
Farmers National Bank
Kentucky
$22.2M +$22.2M +88,581 New
WC
1825
Westhampton Capital
North Carolina
$22.2M -$654K -2,611 -3%
71 72
73
74 75