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 %
MWM
3001
Moran Wealth Management
Florida
$8.47M +$276K +1,104 +3%
SIC
3002
Samalin Investment Counsel
New York
$8.47M +$42.1K +168 +0.5%
NRW
3003
Nova R Wealth
Kansas
$8.46M -$79.4K -317 -0.9%
CCA
3004
Cora Capital Advisors
New Jersey
$8.46M -$226K -903 -3%
FCB
3005
First County Bank
Connecticut
$8.45M -$2.73M -10,916 -24%
CWA
3006
Choice Wealth Advisors
Maine
$8.45M -$75.4K -301 -0.9%
WSA
3007
Warm Springs Advisors
California
$8.44M +$8.44M +33,718 New
SPFA
3008
Summit Place Financial Advisors
New Jersey
$8.43M -$115K -459 -1%
CCG
3009
Coastwise Capital Group
California
$8.43M -$102K -408 -1%
1NWS
3010
1 North Wealth Services
Maryland
$8.42M +$8.42M +33,621 New
EWA
3011
Etesian Wealth Advisors
Oregon
$8.38M -$196K -784 -2%
AA
3012
Altman Advisors
Illinois
$8.38M +$43.8K +175 +0.5%
CF
3013
Corrigan Financial
Rhode Island
$8.36M -$106K -425 -1%
SWAG
3014
Spectrum Wealth Advisory Group
California
$8.36M +$2.45M +9,785 +41%
KC
3015
Kades & Cheifetz
Pennsylvania
$8.36M -$1.37M -5,455 -14%
PCFFS
3016
Pacific Center for Financial Services
California
$8.35M -$541K -2,161 -6%
CM
3017
Columbus Macro
Pennsylvania
$8.34M +$5.68M +22,695 +214%
AFA
3018
American Financial Advisors
Georgia
$8.33M -$140K -561 -2%
APW
3019
Aurora Private Wealth
New Jersey
$8.33M -$375K -1,499 -4%
DFA
3020
Davies Financial Advisors
California
$8.32M -$184K -734 -2%
BSCCG
3021
Blue Sky Capital Consultants Group
California
$8.3M +$8.3M +33,131 New
LF
3022
Lantz Financial
Illinois
$8.29M +$134K +537 +2%
EA
3023
Everpar Advisors
Oklahoma
$8.29M +$504K +2,011 +6%
CCWM
3024
Correct Capital Wealth Management
Missouri
$8.29M -$346K -1,383 -4%
IAS
3025
IMA Advisory Services
Colorado
$8.29M -$157K -625 -2%