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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 %
DBIA
2076
Dumont & Blake Investment Advisors
New Jersey
$17.6M -$95.9K -383 -0.5%
DWP
2077
Destiny Wealth Partners
Florida
$17.6M +$645K +2,576 +4%
NL
2078
NVWM LLC
Pennsylvania
$17.6M -$77.9K -311 -0.4%
FNBOMD
2079
First National Bank of Mount Dora
Florida
$17.5M -$86.4K -345 -0.5%
BRG
2080
Bay Rivers Group
Virginia
$17.5M -$363K -1,449 -2%
SFS
2081
Summit Financial Strategies
Ohio
$17.5M -$111K -442 -0.6%
HVP
2082
Hudson Value Partners
Florida
$17.5M -$170K -680 -1%
CRIG
2083
Charter Research & Investment Group
Connecticut
$17.5M -$669K -2,671 -4%
MIM
2084
Moseley Investment Management
Florida
$17.4M -$786K -3,139 -4%
LSIA
2085
LaSalle St. Investment Advisors
Illinois
$17.4M +$6.59M +26,300 +61%
CBB
2086
Citizens Business Bank
California
$17.4M -$5.84M -17,959 -25%
WFG
2087
Wills Financial Group
Virginia
$17.4M -$260K -1,039 -1%
HWA
2088
HHM Wealth Advisors
Tennessee
$17.4M +$3.56M +14,199 +26%
PCM
2089
Penserra Capital Management
California
$17.3M +$9.94M +39,687 +134%
DFA
2090
Delta Financial Advisors
Louisiana
$17.3M -$6.76K -27 -0%
GMA
2091
Glassy Mountain Advisors
Maryland
$17.3M -$571K -2,279 -3%
TCOO
2092
Trust Company of Oklahoma
Oklahoma
$17.3M -$240K -957 -1%
EBT
2093
Enterprise Bank & Trust
Massachusetts
$17.3M -$569K -2,272 -3%
IP
2094
Ignite Planners
California
$17.3M -$126K -517 -0.7%
LWMM
2095
Legacy Wealth Management (Mississippi)
Mississippi
$17.3M -$1.2M -4,779 -6%
TCPG
2096
Trivant Custom Portfolio Group
California
$17.3M -$202K -805 -1%
CFMC
2097
Curbstone Financial Management Corp
New Hampshire
$17.3M -$13.5K -54 -0.1%
UAG
2098
United Advisor Group
Ohio
$17.3M +$344K +1,372 +2%
BSB
2099
Bangor Savings Bank
Maine
$17.3M -$458K -1,827 -3%
QFA
2100
Quantum Financial Advisors
California
$17.3M +$1.5M +6,004 +10%
82 83
84
85 86