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 %
EA
2551
Eclectic Associates
California
$12.1M +$4.44M +17,736 +58%
ECA
2552
Elevated Capital Advisors
Utah
$12.1M +$873K +3,488 +8%
CIM
2553
Chiron Investment Management
New York
$12.1M -$1.97M -7,867 -14%
IA
2554
Integrity Alliance
Iowa
$12.1M +$12.1M +48,322 New
NME
2555
Notis-McConarty Edward
$12.1M -$579K -2,314 -5%
LFA
2556
Laraway Financial Advisors
Minnesota
$12.1M -$125K -501 -1%
EA
2557
Enclave Advisors
Texas
$12.1M -$621K -2,479 -5%
PF
2558
Prosperitas Financial
California
$12.1M -$62.1K -248 -0.5%
RMP
2559
Richards, Merrill & Peterson
Washington
$12.1M +$12.1M +48,190 New
GAG
2560
Goodman Advisory Group
Massachusetts
$12M +$492K +1,964 +4%
ICP
2561
Impact Capital Partners
Colorado
$12M +$12M +48,039 New
MA
2562
Modus Advisors
Minnesota
$12M -$416K -1,663 -3%
SFS
2563
Searcy Financial Services
Kansas
$12M -$204K -816 -2%
SIM
2564
Seaview Investment Managers
Florida
$12M +$632K +2,523 +6%
MIM
2565
Merrion Investment Management
New Jersey
$12M -$702K -2,805 -6%
AB
2566
ANB Bank
Colorado
$12M +$12M +47,897 New
SCA
2567
Stokes Capital Advisors
South Carolina
$12M -$180K -718 -1%
LWP
2568
LeClair Wealth Partners
Ohio
$11.9M +$11.9M +47,642 New
OCM
2569
Osterweis Capital Management
California
$11.9M -$3.26K -13 -0%
AWM
2570
Atticus Wealth Management
Florida
$11.9M -$31.3K -125 -0.3%
CWMGO
2571
Capstone Wealth Management Group (Oregon)
Oregon
$11.9M +$11.9M +47,494 New
AMG
2572
Advisors Management Group
Wisconsin
$11.9M +$798K +3,186 +7%
OP
2573
ORG Partners
Indiana
$11.9M +$713K +2,847 +6%
AEPWM
2574
Atlantic Edge Private Wealth Management
Florida
$11.9M +$105K +418 +0.9%
EWM
2575
Elevatus Welath Management
New York
$11.9M +$6.7M +26,748 +130%