We are live on ! Find out more

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
WMA
2901
William Mack & Associates
Michigan
$9.34M +$8.79M +37,316 New
LAM
2902
Lummis Asset Management
Texas
$9.34M -$992K -4,210 -10%
BSHC
2903
Breed's Hill Capital
Massachusetts
$9.34M +$2.47M +10,476 +39%
GWWM
2904
Great Waters Wealth Management
Minnesota
$9.33M +$162K +686 +2%
CCC
2905
Compass Capital Corp
Massachusetts
$9.33M +$9.34M +39,648 New
APW
2906
Acima Private Wealth
Virginia
$9.32M -$42.9K -182 -0.5%
SIC
2907
Sterling Investment Counsel
New York
$9.32M -$7.68M -32,605 -47%
VW
2908
Vance Wealth
California
$9.32M -$562K -2,385 -6%
SIM
2909
Studio Investment Management
Illinois
$9.3M -$47.4K -201 -0.5%
GWCM
2910
Godshalk Welsh Capital Management
Pennsylvania
$9.28M -$364K -1,545 -4%
OFW
2911
Omnia Family Wealth
Florida
$9.28M +$175K +741 +2%
MFG
2912
Midwest Financial Group
Kansas
$9.26M -$271K -1,151 -3%
NGM
2913
North Growth Management
British Columbia, Canada
$9.25M -$1.65M -7,000 -16%
NCM
2914
NCM Capital Management
New Jersey
$9.25M +$68.1K +289 +0.8%
SGWM
2915
Sterling Group Wealth Management
California
$9.24M -$8.25K -35 -0.1%
EIG
2916
Ellenbecker Investment Group
Wisconsin
$9.24M +$378K +1,606 +5%
ES
2917
Eagle Strategies
New York
$9.24M +$80.1K +340 +0.9%
CI
2918
Ceera Investments
Texas
$9.24M +$151K +640 +2%
FWA
2919
FSM Wealth Advisors
Ohio
$9.22M +$104K +443 +1%
WBCM
2920
Wilson & Boucher Capital Management
California
$9.21M -$47.1K -200 -0.5%
PI
2921
Pettee Investors
Connecticut
$9.21M
AWM
2922
Arista Wealth Management
Nevada
$9.2M +$23.8K +101 +0.3%
TAM
2923
Townsend Asset Management
North Carolina
$9.2M -$1.3M -5,498 -13%
RRCP
2924
Rip Road Capital Partners
Massachusetts
$9.19M
IPAM
2925
Investment Partners Asset Management
New Jersey
$9.18M -$19.1K -81 -0.2%

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.