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 %
GWM
2601
Glass Wealth Management
Texas
$11.6M +$1.12M +4,457 +11%
GGHC
2602
Gilder Gagnon Howe & Co
New York
$11.6M -$233K -929 -2%
DI
2603
DAGCO Inc
Ohio
$11.6M +$581K +2,322 +5%
NC
2604
NewSquare Capital
Pennsylvania
$11.6M +$1.58M +6,301 +16%
ATIA
2605
American Trust Investment Advisors
New Hampshire
$11.6M -$89.2K -356 -0.8%
WCM
2606
Wisconsin Capital Management
Wisconsin
$11.5M -$396K -1,581 -3%
EFSCE
2607
Enterprise Financial Services Corp (EFSC)
Missouri
$11.5M +$65.1K +260 +0.6%
LCM
2608
LCM Capital Management
Illinois
$11.5M -$14K -56 -0.1%
FA
2609
Faithward Advisors
Pennsylvania
$11.5M -$1.11M -4,425 -9%
HWM
2610
Hohimer Wealth Management
Washington
$11.5M +$1.73M +6,897 +18%
TCG
2611
Transcendent Capital Group
Oklahoma
$11.5M +$387K +1,545 +3%
VWM
2612
VCI Wealth Management
Missouri
$11.5M +$600K +2,394 +6%
EG
2613
Ellerson Group
Maryland
$11.4M -$118K -473 -1%
PL
2614
Parkwood LLC
Ohio
$11.4M +$2.59M +10,326 +29%
LFP
2615
Leeward Financial Partners
Washington
$11.4M +$128K +510 +1%
NO
2616
Ninety One
South Africa
$11.4M -$2.27M -9,078 -17%
BIM
2617
Brentview Investment Management
Illinois
$11.4M +$11.4M +45,474 New
RFN
2618
RDA Financial Network
Iowa
$11.4M +$1.17M +4,661 +11%
MWM
2619
Meritas Wealth Management
California
$11.4M +$895K +3,573 +9%
SCG
2620
Sonata Capital Group
Washington
$11.4M -$114K -454 -1%
PSF
2621
Pacific Sun Financial
California
$11.3M -$8.01K -32 -0.1%
NSB
2622
Norway Savings Bank
Maine
$11.3M -$78.6K -314 -0.7%
WFI
2623
West Family Investments
California
$11.3M -$128K -513 -1%
SOAMC
2624
Spirit of America Management Corp
New York
$11.3M -$50.1K -200 -0.4%
PWM
2625
Palumbo Wealth Management
New York
$11.3M +$242K +967 +2%