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 %
OCM
3076
Objective Capital Management
Ohio
$7.98M -$2.32M -9,256 -23%
WIA
3077
Wealthedge Investment Advisors
New York
$7.98M +$7.98M +31,853 New
WR
3078
WD Rutherford
Oregon
$7.97M -$205K -817 -3%
EFM
3079
Eley Financial Management
Vermont
$7.97M +$220K +879 +3%
AWMG
3080
Alliance Wealth Management Group
New Jersey
$7.97M +$834K +3,331 +12%
SW
3081
StrongBox Wealth
Missouri
$7.93M -$764K -3,049 -9%
HC
3082
Hamilton Capital
Ohio
$7.92M +$178K +709 +2%
AWG
3083
Altus Wealth Group
Colorado
$7.92M +$22.3K +89 +0.3%
CST
3084
Charles Schwab Trust
Nevada
$7.92M +$822K +3,283 +12%
GL
3085
Gerber LLC
Ohio
$7.91M +$7.51K +30 +0.1%
CL
3086
CVFG LLC
Indiana
$7.91M +$7.91M +31,603 New
GCA
3087
Gallagher Capital Advisors
Texas
$7.91M +$7.91M +31,595 New
ODFS
3088
O'Donnell Financial Services
California
$7.91M
WC
3089
Wynn Capital
Georgia
$7.9M +$49.8K +199 +0.6%
S
3090
Sachetta
Massachusetts
$7.9M -$426K -1,703 -5%
KSB
3091
Kennebec Savings Bank
Maine
$7.9M -$174K -744 -2%
FWM
3092
Forefront Wealth Management
Pennsylvania
$7.89M +$7.89M +31,525 New
BFA
3093
Beacon Financial Advisory
Ohio
$7.89M +$68.9K +275 +0.9%
SFS
3094
Symphony Financial Services
Ohio
$7.89M -$404K -1,612 -5%
BWA
3095
Beam Wealth Advisors
Louisiana
$7.88M -$101K -403 -1%
FSG
3096
Financial Strategies Group
Michigan
$7.87M +$212K +895 +3%
EA
3097
Ergawealth Advisors
Illinois
$7.87M -$104K -416 -1%
GHA
3098
Granite Harbor Advisors
Texas
$7.87M +$25.8K +103 +0.3%
SNBOSCI
3099
Security National Bank of Sioux City Iowa
Iowa
$7.86M -$195K -777 -2%
IF
3100
Integrity Financial
Wyoming
$7.86M -$403K -1,610 -5%