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 %
GWM
2976
Gitterman Wealth Management
New Jersey
$8.64M +$9.02K +36 +0.1%
MWA
2977
MFA Wealth Advisors
Pennsylvania
$8.62M +$410K +1,637 +5%
PAWA
2978
Palo Alto Wealth Advisors
California
$8.62M +$69.1K +276 +0.8%
MCM
2979
Monument Capital Management
Virginia
$8.61M +$861K +3,437 +11%
SFWA
2980
Summit Financial Wealth Advisors
Louisiana
$8.6M +$144K +630 +2%
BDF
2981
Black Diamond Financial
Maryland
$8.59M +$1.09M +4,362 +15%
LF
2982
LifeSteps Financial
California
$8.58M +$326K +1,301 +4%
VWM
2983
Vigilare Wealth Management
Arizona
$8.58M -$794K -3,172 -8%
FIM
2984
Fruth Investment Management
Texas
$8.56M -$20.3K -81 -0.2%
YWS
2985
Yarger Wealth Strategies
Ohio
$8.55M -$312K -1,244 -4%
WWP
2986
WR Wealth Planners
Missouri
$8.55M -$448K -1,787 -5%
SAMT
2987
Select Asset Management & Trust
Pennsylvania
$8.55M +$3.73M +14,900 +77%
IP
2988
Investment Partners
Ohio
$8.54M +$31.1K +124 +0.4%
ITC
2989
Inspire Trust Company
Nevada
$8.54M -$887K -3,542 -9%
BWM
2990
BCS Wealth Management
Tennessee
$8.54M +$2.82M +11,255 +49%
PSP
2991
Pacific Sage Partners
Washington
$8.54M +$338K +1,351 +4%
ACM
2992
Allred Capital Management
Texas
$8.52M -$61.6K -246 -0.7%
MAC
2993
Mason & Associates (California)
California
$8.52M +$97.4K +389 +1%
TWM
2994
Triton Wealth Management
Arizona
$8.51M +$2.44M +10,916 +40%
RFA
2995
Register Financial Advisors
Georgia
$8.51M +$72.9K +291 +0.9%
MFP
2996
Meridian Financial Partners
Virginia
$8.51M -$29.3K -117 -0.3%
MHWM
2997
Montz Harcus Wealth Management
Louisiana
$8.49M -$37.1K -148 -0.4%
ACM
2998
Advance Capital Management
Michigan
$8.48M +$996K +3,977 +13%
AMAL
2999
Asset Management Advisors LLC
Oklahoma
$8.48M -$1.65M -6,575 -16%
AWP
3000
Abacus Wealth Partners
California
$8.48M -$3.08M -12,290 -27%