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
Name Holding Trade Value Shares
Change
Shares
Change %
FCT
2526
Family Capital Trust
Massachusetts
$12.3M -$355K -1,419 -3%
W
2527
Wealthquest
Ohio
$12.3M -$130K -521 -1%
FIM
2528
Freedom Investment Management
Connecticut
$12.3M -$968K -3,866 -7%
WWG
2529
West Wealth Group
California
$12.3M +$419K +1,674 +4%
NIA
2530
NIA Impact Advisors
California
$12.3M -$74.6K -298 -0.6%
PAM
2531
Peninsula Asset Management
Florida
$12.3M -$401K -1,600 -3%
SRC
2532
Sage Rhino Capital
California
$12.3M -$1.4M -5,572 -10%
FPW
2533
Fairvoy Private Wealth
Alabama
$12.2M +$12.2M +48,914 New
SFC
2534
SYM Financial Corp
Indiana
$12.2M +$5.08M +20,274 +71%
GWAG
2535
Garrett Wealth Advisory Group
Texas
$12.2M +$12K +48 +0.1%
RFWA
2536
RPg Family Wealth Advisory
Massachusetts
$12.2M +$489K +1,952 +4%
SPC
2537
Stony Point Capital
New York
$12.2M
OCM
2538
Orion Capital Management
California
$12.2M -$262K -1,047 -2%
PRA
2539
Pine Ridge Advisers
New York
$12.2M +$7.01M +28,000 +135%
CPSC
2540
Carl P. Sherr & Co
Massachusetts
$12.2M -$16.8K -67 -0.1%
PVM
2541
Palogic Value Management
Texas
$12.2M -$80.9K -323 -0.7%
YWM
2542
Yoder Wealth Management
California
$12.2M -$148K -591 -1%
AG
2543
Advocate Group
Minnesota
$12.2M +$205K +820 +2%
JA
2544
JVL Associates
Michigan
$12.2M -$1.04M -4,147 -8%
CIM
2545
CIM Investment Management
Pennsylvania
$12.2M -$185K -740 -2%
CWM
2546
Chesapeake Wealth Management
Virginia
$12.2M -$217K -866 -2%
SCP
2547
Sandhill Capital Partners
New York
$12.2M -$39.3K -157 -0.3%
HBCM
2548
Heron Bay Capital Management
Michigan
$12.1M +$40.3K +161 +0.3%
SF
2549
Slagle Financial
Illinois
$12.1M -$151K -601 -1%
SAM
2550
Stansberry Asset Management
Texas
$12.1M +$996K +3,977 +9%