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 %
GP
1826
Guardian Partners
Canada
$22.2M +$22.2M +91,376 New
RLIM
1827
Red Lighthouse Investment Management
New York
$22.1M -$317K -1,267 -1%
CT
1828
Clearstead Trust
Maine
$22.1M +$3.12M +12,464 +16%
MCM
1829
MV Capital Management
Maryland
$22.1M -$318K -1,271 -1%
SM
1830
STF Management
Texas
$22.1M +$739K +2,953 +3%
MA
1831
Mezzasalma Advisors
New Jersey
$22.1M +$1.5M +5,976 +7%
MW
1832
MBL Wealth
North Carolina
$22.1M -$620K -2,476 -3%
SC
1833
Slow Capital
California
$22M -$836K -3,339 -4%
WE
1834
Wealth Effects
Massachusetts
$22M -$690K -2,757 -3%
LCS
1835
Levin Capital Strategies
New York
$22M -$881K -3,519 -4%
AIIMS
1836
Analyst IMS Investment Management Services
Israel
$22M +$778K +3,108 +4%
SWA
1837
Sax Wealth Advisors
New Jersey
$21.9M +$21.9M +87,552 New
OIA
1838
Optimum Investment Advisors
Illinois
$21.9M -$543K -2,169 -2%
UE
1839
Unisphere Establishment
Liechtenstein
$21.9M – – –
CBT
1840
Central Bank & Trust
Kentucky
$21.9M -$1.15M -4,577 -5%
RIA
1841
Realta Investment Advisors
Delaware
$21.9M +$3.38M +13,870 +18%
CWM
1842
Cordatus Wealth Management
Pennsylvania
$21.9M +$21.9M +87,348 New
ZIG
1843
Zuckerman Investment Group
Illinois
$21.9M -$105K -459 -0.5%
TF
1844
Trek Financial
Arizona
$21.9M +$274K +1,096 +1%
RZH
1845
Relyea Zuckerberg Hanson
Connecticut
$21.8M +$1.96M +7,829 +10%
FIB
1846
First Interstate Bank
Montana
$21.8M -$547K -2,183 -2%
VW
1847
Vantage Wealth
California
$21.8M -$1.98M -7,912 -8%
CI
1848
Carroll Investors
South Carolina
$21.8M -$191K -761 -0.9%
WIM
1849
Westside Investment Management
California
$21.7M -$807K -3,221 -4%
KA
1850
Kozak & Associates
Colorado
$21.7M -$3.87M -15,884 -15%
72 73
74
75 76