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 %
LWM
3026
Lodestone Wealth Management
Washington
$8.29M -$48.6K -194 -0.6%
AL
3027
Arnhold LLC
New York
$8.29M -$204K -830 -2%
PB
3028
Pinnacle Bancorp
Nebraska
$8.28M -$112K -449 -1%
LRIC
3029
Long Road Investment Counsel
Michigan
$8.28M -$326K -1,300 -4%
LC
3030
LCNB Corp
Ohio
$8.27M -$94.4K -377 -1%
ECM
3031
Exchange Capital Management
Michigan
$8.27M +$1.65M +6,592 +25%
GF
3032
Gries Financial
Ohio
$8.27M +$220K +879 +3%
TFO
3033
Tarbox Family Office
California
$8.27M -$210K -838 -2%
DWM
3034
Denver Wealth Management
Colorado
$8.27M -$276K -1,104 -3%
LFP
3035
Lakeshore Financial Planning
Michigan
$8.27M -$95.4K -381 -1%
MFS
3036
Monetta Financial Services
Illinois
$8.26M
HP
3037
Hilltop Partners
Indiana
$8.26M +$591K +2,362 +8%
NWM
3038
NRI Wealth Management
California
$8.26M +$8.26M +32,981 New
GCP
3039
GSA Capital Partners
United Kingdom
$8.26M +$8.26M +32,973 New
PWA
3040
Phoenix Wealth Advisors
North Carolina
$8.25M +$571K +2,281 +7%
DPI
3041
Diversified Portfolios Inc
Michigan
$8.25M -$233K -931 -3%
FSCM
3042
Front Street Capital Management
Montana
$8.24M -$87.4K -349 -1%
CFP
3043
Comprehensive Financial Planning
Pennsylvania
$8.23M +$8.23M +32,855 New
RA
3044
RiverPark Advisors
New York
$8.21M +$276K +1,104 +3%
SI
3045
Shaker Investments
Ohio
$8.18M +$2.11M +8,417 +35%
HA
3046
Helium Advisors
Washington
$8.18M +$8.18M +32,675 New
SIA
3047
Schear Investment Advisers
Ohio
$8.18M +$341K +1,362 +4%
WAM
3048
WFA Asset Management
Wisconsin
$8.17M -$389K -1,552 -5%
HIS
3049
Horizon Investment Services
Indiana
$8.16M +$7.51K +30 +0.1%
TFP
3050
Tilia Fiduciary Partners
North Carolina
$8.15M -$64.6K -258 -0.8%