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 %
TFA
3176
TPG Financial Advisors
Oregon
$7.45M +$5.83M +23,267 +360%
PTC
3177
Provident Trust Company
Wisconsin
$7.44M
BOJHT
3178
Bank of Jackson Hole Trust
Wyoming
$7.44M +$7.44M +29,699 New
SRWM
3179
Shira Ridge Wealth Management
California
$7.43M +$22.8K +91 +0.3%
UAM
3180
Unison Asset Management
Florida
$7.43M +$175K +699 +2%
CWG
3181
Crown Wealth Group
North Carolina
$7.43M +$142K +567 +2%
T
3182
Tableaux
Massachusetts
$7.41M +$7.41M +29,597 New
VCM
3183
Versant Capital Management
Arizona
$7.4M +$1.4M +5,583 +23%
PRS
3184
Pinkerton Retirement Specialists
Idaho
$7.4M -$577K -2,303 -7%
NRC
3185
New Republic Capital
North Carolina
$7.38M +$1.13M +4,510 +18%
TA
3186
TFB Advisors
Kansas
$7.36M +$34.1K +136 +0.5%
APA
3187
Astoria Portfolio Advisors
New York
$7.35M +$379K +1,626 +5%
TA
3188
Tectonic Advisors
Texas
$7.33M +$203K +811 +3%
BFS
3189
BridgePort Financial Solutions
Iowa
$7.33M +$7.33M +30,895 New
SR
3190
Syntax Research
Florida
$7.33M +$4.01K +16 +0.1%
LC
3191
Landaas & Company
Wisconsin
$7.33M +$165K +657 +2%
RC
3192
Rovin Capital
Arizona
$7.33M +$583K +2,327 +9%
RCM
3193
Regency Capital Management
Hawaii
$7.32M +$258K +1,029 +4%
4WM
3194
49 Wealth Management
Texas
$7.32M +$159K +633 +2%
BIM
3195
Barton Investment Management
Pennsylvania
$7.31M -$538K -2,150 -7%
CA
3196
Clune & Associates
Illinois
$7.3M +$7.3M +29,139 New
BIA
3197
Barry Investment Advisors
Massachusetts
$7.27M -$1.14M -4,542 -14%
GSWM
3198
Greenup Street Wealth Management
Michigan
$7.27M +$70.6K +282 +1%
CFFP
3199
Center for Financial Planning
Michigan
$7.26M -$16.8K -67 -0.2%
WF
3200
Whelan Financial
California
$7.26M +$1.87M +7,458 +35%