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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 %
OFS
2151
OneAscent Financial Services
Alabama
$16.5M +$7.66M +30,598 +87%
GP
2152
Geneva Partners
Wisconsin
$16.5M -$37.1K -148 -0.2%
GA
2153
Geller Advisors
New York
$16.5M -$80.6K -322 -0.5%
FMN
2154
Financial Management Network
California
$16.4M +$746K +3,066 +5%
TPWA
2155
Twin Peaks Wealth Advisors
California
$16.4M +$1.53M +6,101 +10%
FA
2156
Fermata Advisors
California
$16.4M -$1M -3,998 -6%
CFA
2157
CWS Financial Advisors
Michigan
$16.4M +$55.3K +221 +0.3%
HCA
2158
Harbour Capital Advisors
Virginia
$16.4M -$181K -743 -1%
UWM
2159
Udine Wealth Management
Florida
$16.4M -$3.66M -14,601 -18%
HI
2160
Harrington Investments
California
$16.3M -$249K -994 -1%
LWM
2161
LongView Wealth Management
Georgia
$16.3M -$306K -1,221 -2%
IF
2162
IRON Financial
Illinois
$16.3M -$33.3K -133 -0.2%
MHS
2163
M Holdings Securities
Oregon
$16.3M -$827K -6,606 -5%
AF
2164
Apollon Financial
South Carolina
$16.3M +$629K +2,512 +4%
QCIG
2165
Quad-Cities Investment Group
Iowa
$16.3M -$225K -897 -1%
CMS
2166
Capital Market Strategies
Florida
$16.3M +$12.5K +50 +0.1%
WDG
2167
Wealth Dimensions Group
Ohio
$16.3M +$878K +3,507 +6%
CWAG
2168
Compton Wealth Advisory Group
Virginia
$16.2M +$123K +492 +0.8%
GWMIA
2169
Global Wealth Management Investment Advisory
Florida
$16.2M +$606K +2,420 +4%
SCM
2170
Spring Capital Management
Texas
$16.2M +$1.26M +5,046 +8%
WFA
2171
Wellspring Financial Advisors
Ohio
$16.2M +$768K +3,066 +5%
FF
2172
Farrow Financial
Vermont
$16.2M -$119K -473 -0.7%
TWM
2173
TCFG Wealth Management
California
$16.2M -$478K -1,909 -3%
PCMC
2174
Private Capital Management (Colorado)
Colorado
$16.2M -$6.92M -27,650 -30%
FP
2175
Financial Perspectives
Minnesota
$16.2M +$134K +536 +0.8%
85 86
87
88 89