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 %
MFS
3051
Mattson Financial Services
Michigan
$8.14M +$43.8K +188 +0.5%
PFG
3052
PAX Financial Group
Texas
$8.13M +$393K +1,571 +5%
OIM
3053
Opus Investment Management
Massachusetts
$8.11M
CFSG
3054
Clark Financial Services Group
Missouri
$8.11M +$14.8K +59 +0.2%
FF
3055
Farrell Financial
New York
$8.1M -$8.01K -32 -0.1%
LAS
3056
LWM Advisory Services
Florida
$8.1M -$459K -1,836 -5%
API
3057
Asset Planning Inc
California
$8.1M +$8.1M +32,327 New
ACA
3058
Anchor Capital Advisors
Massachusetts
$8.09M +$87.4K +349 +1%
IAG
3059
Investment Advisory Group
Massachusetts
$8.09M -$177K -708 -2%
AFS
3060
Aft Forsyth & Sober
Florida
$8.09M
CCB
3061
Cutter & Co Brokerage
Missouri
$8.08M -$349K -1,393 -4%
MWS
3062
Maxwell Wealth Strategies
California
$8.08M -$48.3K -193 -0.6%
SH
3063
SeaTown Holdings
Singapore
$8.07M -$3.63M -14,500 -31%
RP
3064
Riverbridge Partners
Minnesota
$8.06M -$337K -1,345 -4%
BAM
3065
BOS Asset Management
Illinois
$8.05M -$469K -1,871 -5%
SSW
3066
Smith Shellnut Wilson
Mississippi
$8.05M +$37.3K +149 +0.5%
TPW
3067
Tiller Private Wealth
Pennsylvania
$8.04M -$583K -2,329 -7%
1WM
3068
1858 Wealth Management
Ohio
$8.04M -$256K -1,023 -3%
PA
3069
Prossimo Advisors
California
$8.03M +$61.4K +245 +0.8%
MS
3070
Madden Securities
Texas
$8.02M -$4.76K -19 -0.1%
SM
3071
Sensible Money
Arizona
$8.01M -$53.1K -212 -0.7%
EWM
3072
Echo Wealth Management
Minnesota
$8M -$50.3K -201 -0.6%
BAM
3073
Byrne Asset Management
New Jersey
$7.99M -$61.4K -245 -0.8%
NLP
3074
Next Level Private
New York
$7.99M +$8.26K +33 +0.1%
BCM
3075
Boltwood Capital Management
California
$7.98M -$1.29M -5,169 -14%