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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 %
GCM
2226
Gables Capital Management
Florida
$15.5M +$971K +3,877 +7%
SFA
2227
Souders Financial Advisors
Ohio
$15.5M -$2.92M -11,645 -16%
TCM
2228
Thames Capital Management
New Jersey
$15.5M – – –
BBWA
2229
Bell & Brown Wealth Advisors
California
$15.5M -$146K -583 -0.9%
ITIM
2230
Indiana Trust & Investment Management
Indiana
$15.5M -$615K -2,454 -4%
IWA
2231
IVC Wealth Advisors
Pennsylvania
$15.5M -$454K -1,811 -3%
TIP
2232
Torray Investment Partners
Maryland
$15.4M +$20K +80 +0.1%
LIA
2233
LBMC Investment Advisors
Tennessee
$15.4M -$203K -809 -1%
CRWM
2234
Castle Rock Wealth Management
California
$15.4M -$185K -758 -1%
ISFAN
2235
Investor's Fiduciary Advisor Network
Washington
$15.4M +$15.4M +61,541 New
IFA
2236
Index Fund Advisors
California
$15.4M -$468K -1,870 -3%
TAM
2237
Titleist Asset Management
Texas
$15.4M -$31.1K -124 -0.2%
HFM
2238
Hartford Financial Management
Connecticut
$15.4M +$371K +1,482 +2%
KAS
2239
KPP Advisory Services
Kentucky
$15.4M +$270K +1,080 +2%
BKA
2240
Brick & Kyle Associates
Pennsylvania
$15.4M -$201K -803 -1%
MAM
2241
McLean Asset Management
Virginia
$15.4M +$2.23M +8,894 +17%
NG
2242
NWK Group
California
$15.4M -$345K -1,377 -2%
VAS
2243
Vestmark Advisory Solutions
Massachusetts
$15.4M +$921K +3,676 +6%
HNWAG
2244
High Net Worth Advisory Group
Florida
$15.4M -$669K -2,673 -4%
BMM
2245
Buffington Mohr McNeal
Idaho
$15.4M +$1.13M +4,496 +8%
V
2246
VeraBank
Texas
$15.3M -$54.8K -219 -0.4%
OBWP
2247
O'Brien Wealth Partners
Massachusetts
$15.3M +$6.17M +24,647 +68%
SC
2248
Stolper & Co
Oklahoma
$15.3M -$110K -438 -0.7%
BO
2249
Bank OZK
Arkansas
$15.3M -$303K -1,211 -2%
ZDA
2250
Zweig-DiMenna Associates
New York
$15.3M – – –
88 89
90
91 92