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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
+$864M
Net Calls Change
-$7.65B
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
2826
Encompass Wealth Advisors
Oregon
$9.91M -$1.07M -4,527 -10%
JBA
2827
Johnson Bixby & Associates
Washington
$9.91M -$146K -619 -2%
PP
2828
Patron Partners
Texas
$9.9M -$1.74M -7,377 -16%
AFC
2829
AFT Forsyth & Company
Florida
$9.89M -$269K -1,140 -3%
CC
2830
Commons Capital
Massachusetts
$9.89M -$17.7K -75 -0.2%
HBWM
2831
Hollow Brook Wealth Management
New York
$9.88M -$4.37M -18,526 -32%
PWM
2832
Parkshore Wealth Management
California
$9.87M +$9.29M +39,407 New
PSB
2833
Piscataqua Savings Bank
New Hampshire
$9.86M -$137K -582 -1%
AA
2834
Altrafin AG
$9.84M -$246K -1,044 -3%
MCM
2835
Mainstream Capital Management
California
$9.84M -$80.1K -340 -0.9%
FUBT
2836
First United Bank & Trust
Maryland
$9.84M -$140K -595 -1%
FCAS
2837
First Command Advisory Services
Texas
$9.83M -$237K -1,006 -2%
AIM
2838
Aurora Investment Managers
Florida
$9.81M -$469K -1,990 -5%
AIC
2839
Ayalon Insurance Company
Israel
$9.8M -$67.2K -285 -0.7%
MC
2840
Martin & Co
Tennessee
$9.8M -$410K -1,738 -4%
ACM
2841
Ayrshire Capital Management
Connecticut
$9.79M +$1.22M +5,178 +15%
GAM
2842
Gould Asset Management
California
$9.78M +$2.23M +9,458 +32%
HZ
2843
Hixon Zuercher
Ohio
$9.78M -$195K -827 -2%
RCA
2844
Ranch Capital Advisors
Florida
$9.77M +$81.5K +346 +0.9%
PWCM
2845
Processus Wealth & Capital Management
Tennessee
$9.77M -$120K -511 -1%
PGA
2846
Portland Global Advisors
Maine
$9.76M -$444K -1,884 -5%
FIA
2847
FPC Investment Advisory
California
$9.76M -$388K -1,645 -4%
BSA
2848
Bull Street Advisors
Georgia
$9.75M -$9.43K -40 -0.1%
HFS
2849
Heritage Financial Services
Massachusetts
$9.75M +$541K +2,296 +6%
BC
2850
Bruce & Co
Illinois
$9.74M -$189K -800 -2%

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.