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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 %
CFA
1901
Cahill Financial Advisors
Minnesota
$20.4M -$209K -833 -1%
PMG
1902
ProVise Management Group
Florida
$20.4M -$2.64M -10,543 -11%
NIM
1903
Nicollet Investment Management
Minnesota
$20.3M -$243K -971 -1%
JCM
1904
Janney Capital Management
Pennsylvania
$20.3M -$428K -1,710 -2%
GFA
1905
Gifford Fong Associates
California
$20.3M – – –
NFSG
1906
Newbridge Financial Services Group
Florida
$20.3M +$20.3M +81,096 New
MAWA
1907
Moss Adams Wealth Advisors
Washington
$20.3M +$2.17M +8,678 +12%
FZCM
1908
Flynn Zito Capital Management
New York
$20.3M -$219K -876 -1%
DSC
1909
Duncker Streett & Co
Missouri
$20.3M -$267K -1,068 -1%
BBNA
1910
Bremer Bank National Association
Minnesota
$20.2M -$457K -1,824 -2%
WEG
1911
World Equity Group
Illinois
$20.2M -$778K -3,107 -4%
SHFA
1912
SS&H Financial Advisors
Michigan
$20.2M -$37.6K -150 -0.2%
CFGW
1913
Chancellor Financial Group WB
Pennsylvania
$20.2M +$20.2M +80,722 New
CGA
1914
Crescent Grove Advisors
Illinois
$20.2M +$77.4K +309 +0.4%
AWM
1915
Aviso Wealth Management
Washington
$20.2M -$179K -713 -0.9%
WIS
1916
Wright Investors Service
Connecticut
$20.2M -$1.71M -6,842 -8%
IEFM
1917
IQ EQ Fund Management
Ireland
$20.2M +$116K +465 +0.6%
BONH
1918
Bank of New Hampshire
New Hampshire
$20.1M -$702K -2,805 -3%
ICP
1919
Ironvine Capital Partners
Nebraska
$20.1M -$29K -116 -0.1%
TC
1920
Tenere Capital
New York
$20.1M -$7.69M -30,700 -28%
CCG
1921
Catalina Capital Group
California
$20.1M +$657K +2,622 +3%
OL
1922
Optas LLC
Texas
$20.1M +$706K +2,818 +4%
RCYC
1923
Richard C. Young & Co
Rhode Island
$20.1M +$302K +1,205 +2%
LFA
1924
Legacy Financial Advisors
Kentucky
$20.1M +$283K +1,130 +1%
IPAM
1925
ICICI Prudential Asset Management
India
$20M +$792K +3,164 +4%
75 76
77
78 79