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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
GWA
2951
Gratus Wealth Advisors
Virginia
$9.04M -$172K -729 -2%
BHB
2952
Bank Hapoalim BM
Israel
$9.03M -$843K -3,579 -9%
LIG
2953
Lokken Investment Group
Delaware
$9.01M -$204K -867 -2%
KCPT
2954
Kingstone Capital Partners Texas
Texas
$9.01M +$8.48M +35,987 New
LWMI
2955
Landmark Wealth Management (Illinois)
Illinois
$9M +$1.64M +6,947 +24%
TFF
2956
The Family Firm
Maryland
$9M -$545K -2,313 -6%
TWP
2957
Tempus Wealth Planning
California
$9M +$468K +1,986 +6%
SAM
2958
Seelaus Asset Management
New Jersey
$9M -$86K -365 -1%
OCM
2959
Orser Capital Management
Texas
$8.98M -$260K -1,102 -3%
CVM
2960
Cheviot Value Management
California
$8.97M -$500K -2,122 -6%
NERM
2961
New England Research & Management
Illinois
$8.97M -$124K -528 -1%
CC
2962
Constitution Capital
Connecticut
$8.96M -$36.8K -156 -0.4%
AAIM
2963
Asset Advisors Investment Management
Georgia
$8.95M
CMAI
2964
Capital Management Associates Inc
Minnesota
$8.92M -$78.7K -334 -0.9%
SIAG
2965
Signet Investment Advisory Group
Rhode Island
$8.91M -$732K -3,108 -8%
CCM
2966
Chaney Capital Management
Washington
$8.9M -$114K -484 -1%
CWA
2967
Clarus Wealth Advisors
Arizona
$8.89M +$251K +1,063 +3%
HWM
2968
Howard Wealth Management
Connecticut
$8.89M +$528K +2,242 +7%
NF
2969
Nvest Financial
New Hampshire
$8.89M +$458K +1,943 +6%
CASB
2970
Cape Ann Savings Bank
Massachusetts
$8.87M -$334K -1,416 -4%
PCA
2971
Purkiss Capital Advisors
Connecticut
$8.85M +$8.33M +35,334 New
PVAMC
2972
PPS&V Asset Management Consultants
Michigan
$8.85M -$19.8K -84 -0.2%
DRP
2973
Decker Retirement Planning
Utah
$8.84M +$8.32M +35,319 New
FNBOH
2974
First National Bank of Hutchinson
Kansas
$8.84M +$1.65M +6,982 +25%
TWM
2975
Trueblood Wealth Management
Ohio
$8.84M +$18.6K +79 +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.