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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 %
SFG
2426
Sterling Financial Group
California
$13.4M -$49.1K -196 -0.4%
NC
2427
NovaPoint Capital
Georgia
$13.4M -$88.1K -352 -0.7%
PGWM
2428
Parisi Gray Wealth Management
New Jersey
$13.4M +$19.5K +78 +0.1%
GTAM
2429
Global Trust Asset Management
Florida
$13.4M +$159K +633 +1%
AG
2430
AmeriFlex Group
Nevada
$13.4M +$13.4M +56,715 New
BIC
2431
Beach Investment Counsel
Pennsylvania
$13.4M -$5.64M -22,515 -30%
SPWG
2432
Syntegra Private Wealth Group
Missouri
$13.4M +$515K +2,057 +4%
ILI
2433
Invesco LLC (Illinois)
Illinois
$13.4M +$40.8K +163 +0.3%
PA
2434
Planning Alternatives
Michigan
$13.4M +$25.3K +101 +0.2%
BZWA
2435
Blue Zone Wealth Advisors
California
$13.3M +$360K +1,437 +3%
IAS
2436
Investment Advisory Services
Texas
$13.3M -$333K -1,329 -2%
XWM
2437
Xcel Wealth Management
Florida
$13.3M -$201K -804 -1%
FVWA
2438
Foster Victor Wealth Advisors
South Carolina
$13.3M +$11.5K +50 +0.1%
FCM
2439
Fortis Capital Management
Washington
$13.3M +$4.42M +17,646 +50%
MIM
2440
Montgomery Investment Management
Maryland
$13.3M -$104K -416 -0.8%
SWMP
2441
Signature Wealth Management Partners
New Jersey
$13.3M -$18.8K -75 -0.1%
CAWM
2442
Capital Advisors Wealth Management
Washington
$13.3M +$605K +2,414 +5%
PC
2443
Port Capital
Illinois
$13.3M -$98.7K -394 -0.7%
SFC
2444
Strategic Financial Concepts
Texas
$13.2M +$3.75M +14,972 +39%
CI
2445
Cherokee Insurance
Michigan
$13.2M +$13.2M +52,900 New
HIM
2446
Harbour Investment Management
Washington
$13.2M +$324K +1,293 +3%
LSCM
2447
Light Street Capital Management
California
$13.2M -$3.17M -12,668 -19%
WAAG
2448
Wealth Alliance Advisory Group
Kansas
$13.2M -$17.5K -70 -0.1%
PW
2449
Peninsula Wealth
California
$13.2M +$205K +817 +2%
PK
2450
Pflug Koory
Nebraska
$13.2M -$70.4K -281 -0.5%
96 97
98
99 100