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5,660 hedge funds and large institutions have $2.4T invested in Apple in 2024 Q4 according to their latest regulatory filings, with 756 funds opening new positions, 2,007 increasing their positions, 2,606 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

679% more first-time investments, than exits

New positions opened: 756 | Existing positions closed: 97

12% more funds holding in top 10

Funds holding in top 10: 3,0103,379 (+369)

11% more funds holding

Funds holding: 5,0945,660 (+566)

11% more capital invested

Capital invested by funds: $2.17T → $2.4T (+$236B)

1% more call options, than puts

Call options by funds: $66.3B | Put options by funds: $65.4B

0.68% more ownership

Funds ownership: 61.81%62.49% (+0.68%)

23% less repeat investments, than reductions

Existing positions increased: 2,007 | Existing positions reduced: 2,606

Holders
5,660
Holders Change
+566
Holders Change %
+11.11%
% of All Funds
74.48%
Holding in Top 10
3,379
Holding in Top 10 Change
+369
Holding in Top 10 Change %
+12.26%
% of All Funds
44.47%
New
756
Increased
2,007
Reduced
2,606
Closed
97
Calls
$66.3B
Puts
$65.4B
Net Calls
+$865M
Net Calls Change
-$7.65B
Name Holding Trade Value Shares
Change
Change in
Stake
NBWM
3201
North Berkeley Wealth Management
California
$7.55M +$7.1M +30,141 New
MQWP
3202
Morey & Quinn Wealth Partners
Nebraska
$7.54M +$7.1M +30,107 New
MPPW
3203
Mitchell & Pahl Private Wealth
Oklahoma
$7.53M +$33.2K +141 +0.5%
SCP
3204
Shorepoint Capital Partners
Massachusetts
$7.53M -$5.66K -24 -0.1%
CGIM
3205
Capital Group Investment Management
Singapore
$7.53M -$1.12M -4,770 -14%
BCFD
3206
Boit C.F. David
$7.51M +$23.6K +100 +0.3%
MUAMU
3207
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$7.51M +$471K +2,000 +7%
SOW
3208
State of Wyoming
Wyoming
$7.51M -$1.66M -7,035 -19%
AWM
3209
Accel Wealth Management
Iowa
$7.5M +$47.6K +202 +0.7%
SFWC
3210
Strategic Family Wealth Counselors
New Jersey
$7.48M +$612K +2,597 +10%
DWM
3211
Dynasty Wealth Management
Florida
$7.47M -$3.4M -14,426 -33%
SFG
3212
Sather Financial Group
Texas
$7.46M -$395K -1,676 -5%
FAG
3213
Fortitude Advisory Group
Washington
$7.45M -$554K -2,350 -7%
TFA
3214
TPG Financial Advisors
Oregon
$7.45M +$5.48M +23,267 +360%
PTC
3215
Provident Trust Company
Wisconsin
$7.44M
BOJHT
3216
Bank of Jackson Hole Trust
Wyoming
$7.44M +$7M +29,699 New
SRWM
3217
Shira Ridge Wealth Management
California
$7.43M +$21.4K +91 +0.3%
UAM
3218
Unison Asset Management
Florida
$7.43M +$165K +699 +2%
CWG
3219
Crown Wealth Group
North Carolina
$7.43M +$134K +567 +2%
T
3220
Tableaux
Massachusetts
$7.41M +$6.98M +29,597 New
VCM
3221
Versant Capital Management
Arizona
$7.4M +$1.32M +5,583 +23%
PRS
3222
Pinkerton Retirement Specialists
Idaho
$7.4M -$543K -2,303 -7%
NRC
3223
New Republic Capital
North Carolina
$7.38M +$1.06M +4,510 +18%
TA
3224
TFB Advisors
Kansas
$7.36M +$32.1K +136 +0.5%
APA
3225
Astoria Portfolio Advisors
New York
$7.35M +$383K +1,626 +5%

AAPL Hedge Fund Activity: Q4 2024 in Review

5,660 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q4 2024, worth a combined $2.4T — up 11% from $2.17T a quarter earlier.

Buyers outnumbered sellers: 756 funds opened new AAPL positions and 97 closed out — a net gain of 659 holders — while 2,007 added to existing stakes and 2,606 trimmed.

The largest buyer was Vanguard Group, adding an estimated $11.6B. The largest seller was International Assets Investment Management, cutting an estimated $22.1B.

  • 5,660 institutional investors held Apple (AAPL) as of Q4 2024, up from 5,094 in Q3 2024.
  • Funds reported $2.4T of Apple stock for Q4 2024, up 11% quarter-over-quarter.
  • 756 funds opened new Apple positions in Q4 2024 and 97 closed out, a net change of +659 holders.
  • The largest Apple buyer in Q4 2024 was Vanguard Group, an estimated $11.6B added.
  • The largest Apple seller in Q4 2024 was International Assets Investment Management, an estimated $22.1B sold.

Based on aggregated 13F filings for Q4 2024.