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 %
PA
3151
Parkside Advisors
California
$7.63M +$1.54M +6,169 +25%
JCFM
3152
JBR Co Financial Management
Oklahoma
$7.62M -$1K -4 -0%
EL
3153
Essex LLC
Illinois
$7.62M -$519K -2,074 -6%
RTC
3154
Riverview Trust Company
Washington
$7.62M -$19.3K -77 -0.3%
AIM
3155
AHL Investment Management
Florida
$7.61M -$227K -907 -3%
RCM
3156
Raleigh Capital Management
North Carolina
$7.6M +$607K +2,425 +9%
LFS
3157
Legacy Financial Strategies
Kansas
$7.6M -$70K -287 -0.9%
MAG
3158
Mayfair Advisory Group
Alabama
$7.59M -$17.3K -69 -0.2%
UL
3159
Unionview LLC
Washington
$7.57M +$2.36M +9,435 +45%
CC
3160
Cypress Capital
Tennessee
$7.56M -$3.97M -15,859 -34%
TCM
3161
Teza Capital Management
Illinois
$7.56M -$1.16M -4,645 -13%
FOA
3162
Five Oceans Advisors
California
$7.55M -$235K -939 -3%
NBWM
3163
North Berkeley Wealth Management
California
$7.55M +$7.55M +30,141 New
MQWP
3164
Morey & Quinn Wealth Partners
Nebraska
$7.54M +$7.54M +30,107 New
MPPW
3165
Mitchell & Pahl Private Wealth
Oklahoma
$7.53M +$35.3K +141 +0.5%
SCP
3166
Shorepoint Capital Partners
Massachusetts
$7.53M -$6.01K -24 -0.1%
CGIM
3167
Capital Group Investment Management
Singapore
$7.53M -$1.19M -4,770 -14%
BCFD
3168
Boit C.F. David
$7.51M +$25K +100 +0.3%
MUAMU
3169
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$7.51M +$501K +2,000 +7%
SOW
3170
State of Wyoming
Wyoming
$7.51M -$1.76M -7,035 -19%
AWM
3171
Accel Wealth Management
Iowa
$7.5M +$50.6K +202 +0.7%
SFWC
3172
Strategic Family Wealth Counselors
New Jersey
$7.48M +$650K +2,597 +10%
DWM
3173
Dynasty Wealth Management
Florida
$7.47M -$3.61M -14,426 -33%
SFG
3174
Sather Financial Group
Texas
$7.46M -$420K -1,676 -5%
FAG
3175
Fortitude Advisory Group
Washington
$7.45M -$588K -2,350 -7%