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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 %
CWM
2026
Centurion Wealth Management
Virginia
$18.2M -$109K -436 -0.6%
CICC
2027
Capital Investment Counsel (Colorado)
Colorado
$18.2M -$222K -885 -1%
BB
2028
Bell Bank
North Dakota
$18.2M -$335K -1,338 -2%
KIG
2029
Kennedy Investment Group
New Jersey
$18.2M -$116K -463 -0.6%
CWA
2030
Consilium Wealth Advisory
Texas
$18.2M -$27K -108 -0.1%
BIM
2031
Baldwin Investment Management
Pennsylvania
$18.2M -$259K -1,034 -1%
HWAM
2032
Hennion & Walsh Asset Management
New Jersey
$18.1M +$646K +2,581 +4%
BCM
2033
Birch Capital Management
Texas
$18.1M +$90.4K +361 +0.5%
IDA
2034
Intelligence Driven Advisers
California
$18.1M -$45.1K -180 -0.2%
MCA
2035
Maryland Capital Advisors
Maryland
$18.1M -$12.1M -48,243 -40%
RCM
2036
Radnor Capital Management
Pennsylvania
$18.1M -$1.93M -7,698 -10%
LSWP
2037
Liberty Square Wealth Partners
Pennsylvania
$18.1M +$18.1M +73,948 New
BB
2038
Burford Brothers
Texas
$18.1M -$187K -747 -1%
CA
2039
CV Advisors
Florida
$18.1M +$6.62M +30,993 +58%
NDSI
2040
Newman Dignan & Sheerar Inc
Rhode Island
$18M -$366K -1,461 -2%
BFPW
2041
BOK Financial Private Wealth
Colorado
$18M -$1.31M -5,219 -7%
NRI
2042
NFP Retirement Inc
California
$18M +$7.98M +31,872 +80%
RGC
2043
Roberts, Glore & Co
Illinois
$18M -$276K -1,103 -2%
AGC
2044
Aspen Grove Capital
Colorado
$18M +$2.26M +9,008 +14%
GFPC
2045
Global Financial Private Client
Florida
$18M +$28K +112 +0.2%
HAM
2046
Harmony Asset Management
Arizona
$18M -$613K -2,449 -3%
FSC
2047
Full Sail Capital
Oklahoma
$17.9M +$337K +1,344 +2%
SP
2048
Stablepoint Partners
Massachusetts
$17.9M -$210K -838 -1%
MFWP
2049
Mosaic Family Wealth Partners
Missouri
$17.9M +$910K +3,634 +5%
AA
2050
Armis Advisers
Georgia
$17.9M +$17.9M +71,467 New
80 81
82
83 84