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 %
BC
2826
Brio Consultants
California
$9.69M +$874K +3,489 +10%
SA
2827
Strategic Advocates
Utah
$9.69M +$836K +3,338 +9%
PWAM
2828
Pinnacle West Asset Management
Wyoming
$9.69M -$165K -660 -2%
SIA
2829
SGL Investment Advisors
Montana
$9.67M +$49.5K +209 +0.5%
CHJWM
2830
Carlton Hofferkamp & Jenks Wealth Management
Texas
$9.66M -$179K -769 -2%
HA
2831
Harfst & Associates
Wyoming
$9.66M -$2.25K -9 -0%
RFA
2832
Resurgent Financial Advisors
Georgia
$9.65M -$269K -1,076 -3%
ALAM
2833
Asahi Life Asset Management
Japan
$9.65M -$703K -2,807 -7%
BWP
2834
Bernardo Wealth Planning
Pennsylvania
$9.65M -$17.5K -74 -0.2%
T
2835
Transce3nd
Texas
$9.65M +$9.65M +38,562 New
WAL
2836
W Advisors LLC
Tennessee
$9.64M +$39.8K +159 +0.4%
ALA
2837
Atlas Legacy Advisors
California
$9.63M +$9.63M +38,444 New
WF
2838
Wayfinding Financial
Washington
$9.6M -$136K -542 -1%
RDFA
2839
Ritter Daniher Financial Advisory
Ohio
$9.58M +$159K +634 +2%
CA
2840
Cresta Advisors
Texas
$9.58M
WAC
2841
William Allan Corp
Colorado
$9.58M -$391K -1,560 -4%
HL
2842
HeadInvest LLC
Maine
$9.57M +$102K +409 +1%
WDC
2843
Woodward Diversified Capital
California
$9.56M -$4.37M -17,435 -31%
CP
2844
Creekside Partners
California
$9.56M -$190K -758 -2%
CE
2845
Cornerstone Enterprises
Wisconsin
$9.56M -$811K -3,240 -8%
ATS
2846
Ashton Thomas Securities
New York
$9.56M +$772K +3,084 +9%
VCM
2847
Virtue Capital Management
Tennessee
$9.56M -$184K -735 -2%
BFWA
2848
Benchmark Financial Wealth Advisors
Florida
$9.56M +$244K +976 +3%
PCWA
2849
Pacific Capital Wealth Advisors
California
$9.55M -$21K -84 -0.2%
AWA
2850
Alta Wealth Advisors
Massachusetts
$9.55M -$5.26K -21 -0.1%