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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 %
FFP
2251
Freedom Financial Partners
Minnesota
$15.3M +$15.3M +60,945 New
AWS
2252
Arkfeld Wealth Strategies
Nebraska
$15.3M -$9.61K -41 -0.1%
MWP
2253
MYCIO Wealth Partners
Pennsylvania
$15.2M -$1.22M -4,861 -7%
KIM
2254
Kestra Investment Management
Texas
$15.2M +$514K +2,054 +3%
ATFA
2255
All Terrain Financial Advisors
Minnesota
$15.2M -$16.8K -67 -0.1%
TFCP
2256
Twin Focus Capital Partners
Massachusetts
$15.2M -$269K -1,076 -2%
CVA
2257
Central Valley Advisors
California
$15.2M +$221K +884 +1%
LCC
2258
Lincoln Capital Corp
Rhode Island
$15.2M -$43.8K -175 -0.3%
CWM
2259
Chronos Wealth Management
Florida
$15.2M -$140K -558 -0.9%
SFO
2260
Stenger Family Office
Illinois
$15.2M +$15.2M +60,512 New
JWM
2261
Jupiter Wealth Management
Colorado
$15.1M +$310K +1,237 +2%
CNC
2262
Citizens & Northern Corp
Pennsylvania
$15.1M +$711K +2,838 +5%
CIP
2263
Capital Insight Partners
Arizona
$15.1M +$28K +112 +0.2%
WCWM
2264
Willow Creek Wealth Management
California
$15.1M -$267K -1,068 -2%
ICM
2265
IMS Capital Management
Oregon
$15.1M -$213K -849 -1%
BCPWM
2266
Bradley & Co Private Wealth Management
Florida
$15.1M +$15.1M +60,264 New
WA1
2267
Wimmer Associates 1
California
$15.1M -$215K -859 -1%
OWA
2268
Opal Wealth Advisors
New York
$15.1M +$544K +2,174 +4%
MTWM
2269
Masso Torrence Wealth Management
New Jersey
$15.1M -$450K -1,797 -3%
BEC
2270
Blue Edge Capital
Virginia
$15.1M +$428K +1,709 +3%
KFA
2271
Kelleher Financial Advisors
New York
$15M -$364K -1,452 -2%
LJHT
2272
Laurie J. Hall Trustee
$15M +$37.6K +150 +0.3%
SCA
2273
Sandy Cove Advisors
Massachusetts
$15M +$1.61M +6,442 +12%
MAM
2274
Milestone Asset Management
Pennsylvania
$15M +$3.2M +12,766 +27%
3IP
2275
3Chopt Investment Partners
Virginia
$15M +$156K +622 +1%
89 90
91
92 93