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 %
CTC
2626
Cetera Trust Company
Minnesota
$11.3M -$65.9K -263 -0.6%
WAOTB
2627
Wealth Advisors of Tampa Bay
Florida
$11.3M +$48.8K +195 +0.4%
EFMC
2628
Empire Financial Management Company
New York
$11.3M +$607K +2,424 +6%
KM
2629
KP Management
Minnesota
$11.3M
SCM
2630
Shorepath Capital Management
Utah
$11.3M +$56.8K +227 +0.5%
AFG
2631
ABLE Financial Group
Arizona
$11.2M +$362K +1,446 +3%
VIS
2632
Vega Investment Solutions
France
$11.2M +$11.2M +44,797 New
PRRFG
2633
Paul R. Ried Financial Group
Washington
$11.2M +$11.2M +44,735 New
AAM
2634
Alphadyne Asset Management
New York
$11.2M +$11.2M +44,708 New
SWIM
2635
Smallwood Wealth Investment Management
New Jersey
$11.2M -$12.5K -50 -0.1%
DRD
2636
Dennis R. Delaney
$11.2M -$32.6K -130 -0.3%
MWP
2637
Meridian Wealth Partners
Pennsylvania
$11.2M +$2.21M +8,827 +25%
NCM
2638
Next Capital Management
New York
$11.2M +$244K +976 +2%
QFA
2639
Quattro Financial Advisors
Texas
$11.1M +$2.23M +9,964 +25%
SFS
2640
Stiles Financial Services
Minnesota
$11.1M -$693K -2,766 -6%
CSI
2641
Cross Staff Investments
New York
$11.1M +$1.5K +6 +0%
IPW
2642
Impact Partnership Wealth
Georgia
$11.1M +$973K +3,887 +10%
DMC
2643
Drexel Morgan & Co
Pennsylvania
$11.1M
UBG
2644
United Bank (Georgia)
Georgia
$11.1M +$149K +596 +1%
RIM
2645
Reliant Investment Management
Tennessee
$11.1M -$134K -536 -1%
OC
2646
Opinicus Capital
Florida
$11.1M -$172K -687 -2%
PPA
2647
Painted Porch Advisors
California
$11.1M -$211K -843 -2%
MSA
2648
Marino Stram & Associates
Massachusetts
$11.1M +$54.8K +219 +0.5%
RFM
2649
Royal Fund Management
Florida
$11M +$125K +500 +1%
SA
2650
Sage Advisors
Colorado
$11M -$522K -2,084 -5%