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5,660 hedge funds and large institutions have $2.4T invested in Apple in 2024 Q4 according to their latest regulatory filings, with 756 funds opening new positions, 2,007 increasing their positions, 2,606 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

679% more first-time investments, than exits

New positions opened: 756 | Existing positions closed: 97

12% more funds holding in top 10

Funds holding in top 10: 3,0103,379 (+369)

11% more funds holding

Funds holding: 5,0945,660 (+566)

11% more capital invested

Capital invested by funds: $2.17T → $2.4T (+$236B)

1% more call options, than puts

Call options by funds: $66.3B | Put options by funds: $65.4B

0.68% more ownership

Funds ownership: 61.81%62.49% (+0.68%)

23% less repeat investments, than reductions

Existing positions increased: 2,007 | Existing positions reduced: 2,606

Holders
5,660
Holders Change
+566
Holders Change %
+11.11%
% of All Funds
74.48%
Holding in Top 10
3,379
Holding in Top 10 Change
+369
Holding in Top 10 Change %
+12.26%
% of All Funds
44.47%
New
756
Increased
2,007
Reduced
2,606
Closed
97
Calls
$66.3B
Puts
$65.4B
Net Calls
+$865M
Net Calls Change
-$7.65B
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
2701
Beacon Financial Group
Texas
$10.8M -$397K -1,686 -4%
JPLA
2702
Joseph P. Lucia & Associates
New York
$10.8M -$163K -690 -2%
PD
2703
Planning Directions
Pennsylvania
$10.8M +$13.4K +57 +0.1%
WMA
2704
West Michigan Advisors
Michigan
$10.8M -$291K -1,236 -3%
PC
2705
Pecaut & Co
Iowa
$10.8M -$838K -3,556 -8%
BEAM
2706
Baker Ellis Asset Management
Washington
$10.8M +$59.6K +253 +0.6%
NCM
2707
Northwest Capital Management
Oregon
$10.8M -$1.96M -8,313 -16%
SNBOSD
2708
Security National Bank of So Dak
Iowa
$10.8M +$117K +496 +1%
MCA
2709
MSH Capital Advisors
Arizona
$10.8M -$220K -935 -2%
PWA
2710
Providence Wealth Advisors
Illinois
$10.8M -$231K -982 -2%
SIS
2711
Strategic Investment Solutions
Illinois
$10.8M -$67.4K -286 -0.5%
RCM
2712
Rockbridge Capital Management
Virginia
$10.7M +$10.1M +42,896 New
CIS
2713
Custom Index Systems
New York
$10.7M +$334K +1,418 +3%
FDS
2714
Freedom Day Solutions
Texas
$10.7M -$231K -980 -2%
PHIC
2715
Pine Haven Investment Counsel
Massachusetts
$10.7M -$134K -567 -1%
PWM
2716
PBMares Wealth Management
Virginia
$10.7M +$117K +497 +1%
SC
2717
Savoie Capital
Illinois
$10.7M
BWAM
2718
Boyd Watterson Asset Management
Ohio
$10.7M -$79.4K -337 -0.8%
SFS
2719
Security Financial Services
Indiana
$10.7M +$38.4K +163 +0.4%
HGWM
2720
Horst & Graben Wealth Management
Oregon
$10.7M -$341K -1,448 -3%
SMA
2721
Seven Mile Advisory
New Jersey
$10.7M +$1.58M +6,684 +19%
EW
2722
Evexia Wealth
Wisconsin
$10.6M -$218K -925 -2%
CA
2723
Calton & Associates
Florida
$10.6M -$2.27M -9,631 -18%
PPWM
2724
Paragon Private Wealth Management
Kentucky
$10.6M +$843K +3,575 +9%
JE
2725
JMAC Enterprises
Pennsylvania
$10.6M +$33.5K +142 +0.3%

AAPL Hedge Fund Activity: Q4 2024 in Review

5,660 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q4 2024, worth a combined $2.4T — up 11% from $2.17T a quarter earlier.

Buyers outnumbered sellers: 756 funds opened new AAPL positions and 97 closed out — a net gain of 659 holders — while 2,007 added to existing stakes and 2,606 trimmed.

The largest buyer was Vanguard Group, adding an estimated $11.6B. The largest seller was International Assets Investment Management, cutting an estimated $22.1B.

  • 5,660 institutional investors held Apple (AAPL) as of Q4 2024, up from 5,094 in Q3 2024.
  • Funds reported $2.4T of Apple stock for Q4 2024, up 11% quarter-over-quarter.
  • 756 funds opened new Apple positions in Q4 2024 and 97 closed out, a net change of +659 holders.
  • The largest Apple buyer in Q4 2024 was Vanguard Group, an estimated $11.6B added.
  • The largest Apple seller in Q4 2024 was International Assets Investment Management, an estimated $22.1B sold.

Based on aggregated 13F filings for Q4 2024.