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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 %
CWC
2301
Carolinas Wealth Consulting
North Carolina
$14.7M -$7.96M -31,806 -35%
UB
2302
Umpqua Bank
Oregon
$14.7M +$595K +2,550 +4%
CW
2303
Channel Wealth
California
$14.7M +$123K +493 +0.8%
PGAM
2304
Princeton Global Asset Management
New Jersey
$14.7M +$156K +624 +1%
CCM
2305
Carderock Capital Management
Maryland
$14.7M -$186K -741 -1%
GLAM
2306
Gardner Lewis Asset Management
Pennsylvania
$14.7M -$627K -2,502 -4%
FBFS
2307
First Business Financial Services
Wisconsin
$14.7M +$146K +584 +1%
SWM
2308
Sculati Wealth Management
Michigan
$14.7M -$249K -994 -2%
SIC
2309
SJS Investment Consulting
Ohio
$14.7M -$183K -731 -1%
PAS
2310
PKS Advisory Services
New York
$14.7M +$14.7M +58,668 New
SAM
2311
Strategy Asset Managers
California
$14.7M -$926K -3,699 -6%
FCT
2312
First Community Trust
Iowa
$14.7M -$26.3K -105 -0.2%
WAM
2313
WNY Asset Management
New York
$14.6M -$300K -1,197 -2%
VCWA
2314
Vanguard Capital Wealth Advisors
Colorado
$14.6M -$319K -1,274 -2%
OWM
2315
Orca Wealth Management
Florida
$14.6M +$14.6M +58,457 New
WCFA
2316
Walkner Condon Financial Advisors
Wisconsin
$14.6M +$89.2K +356 +0.6%
LI
2317
Lafayette Investments
Maryland
$14.6M +$16.3K +65 +0.1%
EIM
2318
Ervin Investment Management
Washington
$14.6M -$856K -3,418 -6%
CIAS
2319
CFS Investment Advisory Services
New Jersey
$14.5M +$535K +2,136 +4%
WFAG
2320
Wescott Financial Advisory Group
Pennsylvania
$14.5M +$461K +1,842 +3%
BCM
2321
Buckhead Capital Management
Georgia
$14.5M -$196K -784 -1%
VC
2322
Vicus Capital
Pennsylvania
$14.5M +$78.4K +313 +0.5%
OHWA
2323
Oak Hill Wealth Advisors
Virginia
$14.5M +$14.5M +58,011 New
MC
2324
Mathes Company
New York
$14.5M -$198K -792 -1%
OSNBOA
2325
Old Second National Bank of Aurora
Illinois
$14.5M -$196K -781 -1%
91 92
93
94 95