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 %
CWA
2651
Centerline Wealth Advisors
Kentucky
$11M +$11M +44,121 New
WPIC
2652
White Pine Investment Company
Michigan
$11M +$372K +1,486 +3%
WKSWA
2653
White Knight Strategic Wealth Advisors
New Jersey
$11M +$5.44M +21,737 +98%
CAM
2654
Chou Associates Management
Ontario, Canada
$11M
OCM
2655
Orleans Capital Management
Louisiana
$11M -$622K -2,674 -5%
DIP
2656
DT Investment Partners
Pennsylvania
$11M -$2.43M -9,718 -18%
TLP
2657
Trinity Legacy Partners
Texas
$11M +$209K +834 +2%
HWM
2658
Heirloom Wealth Management
Colorado
$11M +$643K +2,569 +6%
BCM
2659
Banyan Capital Management
Georgia
$11M -$264K -1,053 -2%
BSSFA
2660
Baron Silver Stevens Financial Advisors
Florida
$11M +$309K +1,232 +3%
SAM
2661
Summit Asset Management
Tennessee
$11M -$50.3K -201 -0.5%
TP
2662
Tranquility Partners
Tennessee
$10.9M -$54.2K -216 -0.5%
TIM
2663
Thompson Investment Management
Wisconsin
$10.9M -$51.8K -207 -0.5%
LWA
2664
Lantern Wealth Advisors
New York
$10.9M +$1.11M +4,418 +11%
WIC
2665
WealthBridge Investment Counsel
Alberta, Canada
$10.9M -$143K -571 -1%
GAMC
2666
Garner Asset Management Corp
Texas
$10.9M -$47.1K -188 -0.4%
EF
2667
Exeter Financial
Arizona
$10.9M -$13.5K -54 -0.1%
LAM
2668
Lewis Asset Management
California
$10.9M -$4.12M -16,458 -27%
IIC
2669
Integrated Investment Consultants
Michigan
$10.9M -$424M -1,693,209 -97%
I
2670
InvesTrust
Oklahoma
$10.9M +$10.9M +43,244 New
SI
2671
Saxon Interests
Texas
$10.9M +$111K +445 +1%
WW
2672
Windle Wealth
Oklahoma
$10.9M -$25.3K -101 -0.2%
BFG
2673
Beacon Financial Group
Texas
$10.8M -$424K -1,686 -4%
JPLA
2674
Joseph P. Lucia & Associates
New York
$10.8M -$173K -690 -2%
PD
2675
Planning Directions
Pennsylvania
$10.8M +$14.3K +57 +0.1%