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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 %
HCA
1951
Horan Capital Advisors
Ohio
$19.6M -$355K -1,417 -2%
CA
1952
CapWealth Advisors
Tennessee
$19.6M -$397K -1,584 -2%
CBT
1953
Crews Bank & Trust
Florida
$19.6M +$19.6M +78,198 New
APWM
1954
Argonautica Private Wealth Management
Massachusetts
$19.5M -$241K -963 -1%
PL
1955
Perpetual Ltd
Australia
$19.5M +$4.35M +17,381 +29%
HNW
1956
High Note Wealth
Minnesota
$19.5M +$50.8K +203 +0.3%
ISB
1957
Iowa State Bank
Iowa
$19.5M -$38.1K -152 -0.2%
AFG
1958
Allegheny Financial Group
Pennsylvania
$19.5M -$295K -1,177 -1%
KA
1959
KLCM Advisors
Wisconsin
$19.5M -$346K -1,380 -2%
PWPS
1960
Pinnacle Wealth Planning Services
Ohio
$19.5M -$4.85M -19,353 -20%
KAM
1961
Knightsbridge Asset Management
California
$19.5M -$319K -1,273 -2%
CAC
1962
Certified Advisory Corp
Florida
$19.5M -$67.9K -271 -0.3%
KWM
1963
Keebeck Wealth Management
Illinois
$19.5M -$12K -48 -0.1%
PWAM
1964
Papamarkou Wellner Asset Management
New York
$19.5M +$19.5M +77,805 New
WC
1965
Waterloo Capital
Texas
$19.5M +$654K +2,611 +3%
LOPW
1966
Live Oak Private Wealth
North Carolina
$19.4M -$717K -2,864 -4%
HA
1967
Hamel Associates
New Jersey
$19.4M -$444K -1,773 -2%
TWM
1968
Tanager Wealth Management
United Kingdom
$19.4M -$3.31M -13,231 -15%
RFMS
1969
RWQ Financial Management Services
Florida
$19.4M -$13M -51,897 -40%
NF
1970
Nikulski Financial
Iowa
$19.4M -$445K -1,776 -2%
AWCI
1971
Alpine Woods Capital Investors
New York
$19.3M -$768K -3,068 -4%
GPI
1972
General Partner Inc
Pennsylvania
$19.3M -$510K -2,035 -3%
NCM
1973
Neumann Capital Management
California
$19.3M -$621K -2,480 -3%
HI
1974
Humankind Investments
New York
$19.3M +$197K +787 +1%
CPC
1975
Consolidated Planning Corp
Georgia
$19.3M +$758K +3,026 +4%
77 78
79
80 81