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 %
WMA
2676
West Michigan Advisors
Michigan
$10.8M -$310K -1,236 -3%
PC
2677
Pecaut & Co
Iowa
$10.8M -$890K -3,556 -8%
BEAM
2678
Baker Ellis Asset Management
Washington
$10.8M +$63.4K +253 +0.6%
NCM
2679
Northwest Capital Management
Oregon
$10.8M -$2.08M -8,313 -16%
SNBOSD
2680
Security National Bank of So Dak
Iowa
$10.8M +$124K +496 +1%
MCA
2681
MSH Capital Advisors
Arizona
$10.8M -$234K -935 -2%
PWA
2682
Providence Wealth Advisors
Illinois
$10.8M -$241K -982 -2%
SIS
2683
Strategic Investment Solutions
Illinois
$10.8M -$58.6K -286 -0.5%
RCM
2684
Rockbridge Capital Management
Virginia
$10.7M +$10.7M +42,896 New
CIS
2685
Custom Index Systems
New York
$10.7M +$355K +1,418 +3%
FDS
2686
Freedom Day Solutions
Texas
$10.7M -$245K -980 -2%
PHIC
2687
Pine Haven Investment Counsel
Massachusetts
$10.7M -$142K -567 -1%
PWM
2688
PBMares Wealth Management
Virginia
$10.7M +$124K +497 +1%
SC
2689
Savoie Capital
Illinois
$10.7M
BWAM
2690
Boyd Watterson Asset Management
Ohio
$10.7M -$84.4K -337 -0.8%
SFS
2691
Security Financial Services
Indiana
$10.7M +$40.8K +163 +0.4%
HGWM
2692
Horst & Graben Wealth Management
Oregon
$10.7M -$363K -1,448 -3%
SMA
2693
Seven Mile Advisory
New Jersey
$10.7M +$1.67M +6,684 +19%
EW
2694
Evexia Wealth
Wisconsin
$10.6M -$211K -925 -2%
CA
2695
Calton & Associates
Florida
$10.6M -$2.41M -9,631 -18%
PPWM
2696
Paragon Private Wealth Management
Kentucky
$10.6M +$895K +3,575 +9%
JE
2697
JMAC Enterprises
Pennsylvania
$10.6M +$35.6K +142 +0.3%
HCCM
2698
Hudson Canyon Capital Management
New York
$10.6M
KF
2699
KKM Financial
Illinois
$10.6M +$1.01M +4,039 +10%
CG
2700
Clarus Group
Texas
$10.6M -$46.1K -184 -0.4%