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 %
MFA
2701
Morling Financial Advisors
California
$10.6M -$206K -822 -2%
CIG
2702
Cairn Investment Group
Washington
$10.6M -$2.31M -9,467 -18%
KIM
2703
Kane Investment Management
California
$10.6M +$10.6M +42,241 New
TC
2704
Truvestments Capital
Florida
$10.6M +$451K +1,800 +4%
BOS
2705
Bank of Stockton
California
$10.6M -$264K -1,056 -2%
TCOK
2706
Trust Company of Kansas
Kansas
$10.6M -$160K -639 -1%
DCM
2707
Delta Capital Management
New Jersey
$10.6M -$35.1K -140 -0.3%
SW
2708
Simplicity Wealth
New Jersey
$10.6M -$3.81M -15,222 -27%
TC
2709
TFR Capital
Texas
$10.6M +$10.6M +42,143 New
HAS
2710
HBW Advisory Services
California
$10.5M +$1.94M +7,752 +23%
GBI
2711
GP Brinson Investments
Illinois
$10.5M
DOA
2712
D'Orazio & Associates
Virginia
$10.5M +$347K +1,385 +3%
RWM
2713
RBA Wealth Management
California
$10.5M -$356K -1,423 -3%
CPC
2714
Congress Park Capital
New York
$10.5M -$425K -1,699 -4%
OWMIAS
2715
One Wealth Management Investment & Advisory Services
Florida
$10.5M +$205K +819 +2%
BDL
2716
Banque de Luxembourg
Luxembourg
$10.5M +$10.5M +41,669 New
CFIA
2717
Cantor Fitzgerald Investment Advisors
New York
$10.5M -$329K -1,313 -3%
FFA
2718
Fi3 Financial Advisors
Indiana
$10.5M -$124K -494 -1%
GCA
2719
Genesee Capital Advisors
New York
$10.5M -$104K -415 -1%
DBRC
2720
D.B. Root & Company
Pennsylvania
$10.5M -$435K -1,736 -4%
PCI
2721
Planning Center Inc
Illinois
$10.4M +$1.48M +5,916 +17%
TPW
2722
Transatlantique Private Wealth
New York
$10.4M -$45.1K -180 -0.4%
OM
2723
OV Management
Minnesota
$10.4M +$605K +2,417 +6%
OIM
2724
Oder Investment Management
California
$10.4M -$69.4K -277 -0.7%
ANB
2725
Amarillo National Bank
Texas
$10.4M -$18K -72 -0.2%