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 %
EWA
2951
Evolution Wealth Advisors
Florida
$8.79M +$1M +3,998 +13%
PAA
2952
Peregrine Asset Advisers
Oregon
$8.79M -$782K -3,121 -8%
OPWM
2953
Oxinas Partners Wealth Management
Indiana
$8.79M -$229K -913 -3%
UIA
2954
Ulland Investment Advisors
Minnesota
$8.78M -$2K -8 -0%
CPCM
2955
Cardinal Point Capital Management
Ontario, Canada
$8.77M +$1.58M +6,329 +22%
AGWCA
2956
Annis Gardner Whiting Capital Advisors
Florida
$8.77M -$420K -1,678 -5%
BCI
2957
Brinker Capital Investments
Pennsylvania
$8.77M -$135M -830,587 -94%
OPS
2958
Orion Portfolio Solutions
Nebraska
$8.77M -$135M -830,587 -94%
GWP
2959
Gateway Wealth Partners
Wisconsin
$8.76M +$422K +1,687 +5%
P
2960
Paradiem
Louisiana
$8.76M
MLA
2961
My Legacy Advisors
Oregon
$8.76M +$333K +1,402 +4%
FWM
2962
Fingerlakes Wealth Management
New York
$8.74M -$108K -430 -1%
SFG
2963
Shum Financial Group
California
$8.72M -$245K -977 -3%
FBT
2964
First Bankers Trust
Kentucky
$8.72M -$209K -833 -2%
RPCONE
2965
Retirement Planning Company of New England
Rhode Island
$8.72M +$275K +1,097 +3%
NAG
2966
Northstar Advisory Group
New Jersey
$8.71M +$224K +895 +3%
AGAM
2967
Audent Global Asset Management
California
$8.71M +$5.3M +21,162 +155%
TI
2968
tru Independence
Oregon
$8.71M -$375K -1,498 -4%
HI
2969
Hudock Inc
Pennsylvania
$8.71M -$151K -602 -2%
AWM
2970
Ameliora Wealth Management
Switzerland
$8.71M +$1.21M +4,844 +16%
JF
2971
Jump Financial
Illinois
$8.7M +$4.21M +16,798 +94%
SIC
2972
Shoker Investment Counsel
Ohio
$8.7M +$37.3K +149 +0.4%
CCM
2973
Colorado Capital Management
Colorado
$8.69M -$218K -871 -2%
NF
2974
NavPoint Financial
Minnesota
$8.68M +$107K +427 +1%
AWM
2975
Abound Wealth Management
Tennessee
$8.65M -$32.1K -128 -0.4%