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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
AWM
3001
Ameliora Wealth Management
Switzerland
$8.71M +$1.14M +4,844 +16%
JF
3002
Jump Financial
Illinois
$8.7M +$3.96M +16,798 +94%
SIC
3003
Shoker Investment Counsel
Ohio
$8.7M +$35.1K +149 +0.4%
CCM
3004
Colorado Capital Management
Colorado
$8.69M -$205K -871 -2%
NF
3005
NavPoint Financial
Minnesota
$8.68M +$101K +427 +1%
AWM
3006
Abound Wealth Management
Tennessee
$8.65M -$30.2K -128 -0.4%
GWM
3007
Gitterman Wealth Management
New Jersey
$8.64M +$8.48K +36 +0.1%
MWA
3008
MFA Wealth Advisors
Pennsylvania
$8.62M +$386K +1,637 +5%
PAWA
3009
Palo Alto Wealth Advisors
California
$8.62M +$65K +276 +0.8%
MCM
3010
Monument Capital Management
Virginia
$8.61M +$810K +3,437 +11%
SFWA
3011
Summit Financial Wealth Advisors
Louisiana
$8.6M +$148K +630 +2%
BDF
3012
Black Diamond Financial
Maryland
$8.59M +$1.03M +4,362 +15%
LF
3013
LifeSteps Financial
California
$8.58M +$307K +1,301 +4%
VWM
3014
Vigilare Wealth Management
Arizona
$8.58M -$748K -3,172 -8%
FIM
3015
Fruth Investment Management
Texas
$8.56M -$19.1K -81 -0.2%
YWS
3016
Yarger Wealth Strategies
Ohio
$8.55M -$293K -1,244 -4%
WWP
3017
WR Wealth Planners
Missouri
$8.55M -$421K -1,787 -5%
SAMT
3018
Select Asset Management & Trust
Pennsylvania
$8.55M +$3.51M +14,900 +77%
IP
3019
Investment Partners
Ohio
$8.54M +$29.2K +124 +0.4%
ITC
3020
Inspire Trust Company
Nevada
$8.54M -$835K -3,542 -9%
BWM
3021
BCS Wealth Management
Tennessee
$8.54M +$2.65M +11,255 +49%
PSP
3022
Pacific Sage Partners
Washington
$8.54M +$318K +1,351 +4%
ACM
3023
Allred Capital Management
Texas
$8.52M -$58K -246 -0.7%
MAC
3024
Mason & Associates (California)
California
$8.52M +$91.7K +389 +1%
TWM
3025
Triton Wealth Management
Arizona
$8.51M +$2.57M +10,916 +40%

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.