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 %
TWP
2926
Tempus Wealth Planning
California
$9M +$497K +1,986 +6%
SAM
2927
Seelaus Asset Management
New Jersey
$9M -$91.4K -365 -1%
OCM
2928
Orser Capital Management
Texas
$8.98M -$276K -1,102 -3%
CVM
2929
Cheviot Value Management
California
$8.97M -$531K -2,122 -6%
NERM
2930
New England Research & Management
Illinois
$8.97M -$132K -528 -1%
CC
2931
Constitution Capital
Connecticut
$8.96M -$39.1K -156 -0.4%
AAIM
2932
Asset Advisors Investment Management
Georgia
$8.95M
CMAI
2933
Capital Management Associates Inc
Minnesota
$8.92M -$83.6K -334 -0.9%
SIAG
2934
Signet Investment Advisory Group
Rhode Island
$8.91M -$778K -3,108 -8%
CCM
2935
Chaney Capital Management
Washington
$8.9M -$121K -484 -1%
CWA
2936
Clarus Wealth Advisors
Arizona
$8.89M +$249K +1,063 +3%
HWM
2937
Howard Wealth Management
Connecticut
$8.89M +$561K +2,242 +7%
NF
2938
Nvest Financial
New Hampshire
$8.89M +$487K +1,943 +6%
CASB
2939
Cape Ann Savings Bank
Massachusetts
$8.87M -$355K -1,416 -4%
PCA
2940
Purkiss Capital Advisors
Connecticut
$8.85M +$8.85M +35,334 New
PVAMC
2941
PPS&V Asset Management Consultants
Michigan
$8.85M -$21K -84 -0.2%
DRP
2942
Decker Retirement Planning
Utah
$8.84M +$8.84M +35,319 New
FNBOH
2943
First National Bank of Hutchinson
Kansas
$8.84M +$1.75M +6,982 +25%
TWM
2944
Trueblood Wealth Management
Ohio
$8.84M +$19.8K +79 +0.2%
SPI
2945
Sutton Place Investors
New York
$8.83M +$135K +541 +2%
CPA
2946
Cathy Pareto & Associates
Florida
$8.82M +$8.82M +35,232 New
HC
2947
Hourglass Capital
Texas
$8.82M -$39.6K -158 -0.4%
EA
2948
Ellsworth Advisors
Ohio
$8.81M +$228K +911 +3%
FGC
2949
Financial Gravity Companies
Texas
$8.8M +$8.8M +35,159 New
CIP
2950
Convergence Investment Partners
Florida
$8.79M -$666K -2,660 -7%