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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 %
FWM
2101
Finer Wealth Management
Massachusetts
$17.2M +$130K +521 +0.8%
CAM
2102
Councilmark Asset Management
Tennessee
$17.2M +$164K +655 +1%
BWA
2103
Blodgett Wealth Advisors
California
$17.2M +$22.8K +91 +0.1%
WCM
2104
Westend Capital Management
California
$17.2M -$3.51K -14 -0%
FCA
2105
Fortis Capital Advisors
Kansas
$17.2M -$475K -2,074 -3%
CAMV
2106
Concord Asset Management (Virginia)
Virginia
$17.2M +$533K +2,127 +3%
CPA
2107
Capital Performance Advisors
California
$17.1M +$614K +2,453 +4%
TIM
2108
Tortoise Investment Management
New York
$17.1M -$151K -602 -0.9%
LA
2109
LexAurum Advisors
Kansas
$17.1M +$71.4K +285 +0.4%
PCA
2110
Providence Capital Advisors
North Carolina
$17.1M +$202K +805 +1%
CWP
2111
Core Wealth Partners
California
$17.1M +$123K +491 +0.7%
BONST
2112
Bank of Nova Scotia Trust
Ontario, Canada
$17.1M -$123K -491 -0.7%
CBA
2113
Coastal Bridge Advisors
Connecticut
$17.1M +$1.69M +6,756 +11%
FGA
2114
Fortis Group Advisors
New Jersey
$17.1M -$377K -1,505 -2%
SF
2115
Symphony Financial
Texas
$17.1M -$871K -3,903 -5%
DAM
2116
Doheny Asset Management
California
$17M -$444K -1,772 -3%
BA
2117
Baugh & Associates
Georgia
$17M -$8.23K -34 -0%
NB
2118
Nicolet Bankshares
Wisconsin
$17M -$168K -671 -1%
FTF
2119
Freedom Together Foundation
New York
$17M -$68.1M -272,000 -80%
EAMA
2120
EFG Asset Management (Americas)
Florida
$16.9M -$218K -871 -1%
SGI
2121
Summit Global Investments
Utah
$16.9M -$3.44M -13,719 -17%
BW
2122
Bison Wealth
Georgia
$16.9M -$6.26M -25,006 -27%
BWIA
2123
Bryant Woods Investment Advisors
New York
$16.9M +$13.8K +55 +0.1%
TPCM
2124
Two Point Capital Management
New York
$16.9M -$158K -709 -0.9%
BAM
2125
Bell Asset Management
Australia
$16.9M -$2.37M -9,470 -12%
83 84
85
86 87