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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 %
RFP
2001
Root Financial Partners
California
$18.8M +$3.12M +12,453 +20%
AT
2002
American Trust
Kentucky
$18.7M -$610K -2,435 -3%
BFC
2003
Bedel Financial Consulting
Indiana
$18.7M +$56K +241 +0.3%
AOWM
2004
Alpha Omega Wealth Management
Virginia
$18.7M -$349K -1,394 -2%
TBT
2005
Texas Bank & Trust
Texas
$18.7M +$18.7M +74,742 New
DDPIC
2006
Deroy & Devereaux Private Investment Counsel
Michigan
$18.7M -$169K -675 -0.9%
SFS
2007
Strategic Financial Services
New York
$18.7M +$72.6K +290 +0.4%
JHCP
2008
Jackson Hole Capital Partners
Oklahoma
$18.7M -$872K -3,484 -4%
RFG
2009
RFP Financial Group
Georgia
$18.7M -$572K -2,283 -3%
GAM
2010
Grandview Asset Management
Pennsylvania
$18.7M -$2.54M -10,144 -12%
DA
2011
DCM Advisors
New York
$18.7M +$3.58M +14,393 +24%
RMC
2012
Ring Mountain Capital
California
$18.6M +$18.6M +74,436 New
KWS
2013
Keystone Wealth Services
California
$18.6M -$85.4K -341 -0.5%
NCGI
2014
Next Century Growth Investors
Minnesota
$18.6M +$2.93M +11,708 +19%
WG
2015
Wealth Group
North Carolina
$18.5M -$54.8K -219 -0.3%
HCC
2016
Hirtle Callaghan & Co
Pennsylvania
$18.5M +$235K +939 +1%
TCWA
2017
Turtle Creek Wealth Advisors
Texas
$18.5M +$1.82M +7,262 +11%
SC
2018
Schubert & Co
Texas
$18.5M -$1.18M -4,711 -6%
IIA
2019
IPG Investment Advisors
California
$18.4M -$5.05M -20,162 -22%
LWP
2020
LMG Wealth Partners
Louisiana
$18.4M -$33.1K -132 -0.2%
MAP
2021
Managed Asset Portfolios
Michigan
$18.4M -$116K -465 -0.6%
FCA
2022
FLC Capital Advisors
California
$18.3M -$126K -503 -0.7%
DWMS
2023
Dominguez Wealth Management Solutions
Virginia
$18.3M +$28.8K +115 +0.2%
ACS
2024
Archford Capital Strategies
Illinois
$18.2M +$1.11M +4,447 +6%
PFGIA
2025
Patriot Financial Group Insurance Agency
Massachusetts
$18.2M -$218K -871 -1%
79 80
81
82 83