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 %
TAM
2776
Telemark Asset Management
Massachusetts
$10M +$10M +40,000 New
DKCM
2777
Davidson Kempner Capital Management
New York
$10M +$10M +40,000 New
OPA
2778
Old Port Advisors
Maine
$10M +$83.9K +335 +0.8%
IIA
2779
Integral Investment Advisors
California
$10M +$122K +489 +1%
KCG
2780
Kinsale Capital Group
Virginia
$9.99M +$1.03M +4,127 +12%
LWM
2781
Laidlaw Wealth Management
New York
$9.99M +$161K +642 +2%
SMWM
2782
Silvia McColl Wealth Management
California
$9.98M -$320K -1,279 -3%
AWA
2783
Artemis Wealth Advisors
New York
$9.98M -$5M -19,958 -33%
FLI
2784
Family Legacy Inc
South Carolina
$9.98M -$46.6K -192 -0.5%
CAL
2785
Capital Advisors Ltd
Ohio
$9.98M +$33.3K +133 +0.3%
NFC
2786
Northstar Financial Companies
Pennsylvania
$9.97M +$9.97M +39,801 New
PFM
2787
Peak Financial Management
Massachusetts
$9.96M +$27.5K +110 +0.3%
SHFA
2788
SC&H Financial Advisors
Maryland
$9.96M +$684K +2,731 +7%
WA
2789
Waddell & Associates
Tennessee
$9.96M -$261K -1,044 -3%
AL
2790
ACAS LLC
California
$9.95M +$90.9K +391 +0.9%
LA
2791
Lindenwold Advisors
Pennsylvania
$9.95M -$380K -1,519 -4%
VPW
2792
Variant Private Wealth
Virginia
$9.94M +$9.94M +39,701 New
CIM
2793
Chapman Investment Management
California
$9.93M +$49.1K +196 +0.5%
MAM
2794
Morse Asset Management
Connecticut
$9.92M +$167K +667 +2%
PWSG
2795
Pacific Wealth Strategies Group
California
$9.91M +$2.88M +11,508 +41%
NPFS
2796
Novak & Powell Financial Services
Florida
$9.91M +$16.5K +66 +0.2%
EWA
2797
Encompass Wealth Advisors
Oregon
$9.91M -$1.13M -4,527 -10%
JBA
2798
Johnson Bixby & Associates
Washington
$9.91M -$155K -619 -2%
PP
2799
Patron Partners
Texas
$9.9M -$1.85M -7,377 -16%
AFC
2800
AFT Forsyth & Company
Florida
$9.89M -$285K -1,140 -3%