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 %
BCWM
301
Bartlett & Co Wealth Management
Ohio
$441M -$4.56M -18,215 -1%
WF
302
Welch & Forbes
Massachusetts
$440M -$3.6M -14,378 -0.8%
EWM
303
Evercore Wealth Management
New York
$438M -$3.76M -15,004 -0.9%
AI
304
Axiom Investors
Connecticut
$432M +$45.7M +182,654 +12%
BIM
305
Bridges Investment Management
Nebraska
$424M -$18.1M -72,277 -4%
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$418M +$49.5M +197,778 +13%
IMCOOI
307
Investment Management Corp of Ontario (IMCO)
Canada
$417M -$5.04M -20,125 -1%
AIM
308
Achmea Investment Management
Netherlands
$417M +$1.89M +7,531 +0.5%
DCP
309
DSM Capital Partners
Florida
$415M -$149M -595,258 -26%
AWM
310
AE Wealth Management
Kansas
$409M +$24.7M +98,497 +6%
RFC
311
Regions Financial Corp
Alabama
$404M +$439K +1,752 +0.1%
SW
312
SVB Wealth
Massachusetts
$402M +$401M +1,601,950 +54,880%
JAM
313
Jupiter Asset Management
United Kingdom
$399M -$86.6M -345,674 -18%
FT
314
Fiduciary Trust
Massachusetts
$398M -$3.2M -12,774 -0.8%
Citadel Advisors
315
Citadel Advisors
Florida
$395M +$254M +1,013,871 +180%
Lord, Abbett & Co
316
Lord, Abbett & Co
New Jersey
$391M +$4.92M +19,661 +1%
Pacer Advisors
317
Pacer Advisors
Pennsylvania
$386M +$17.5M +69,698 +5%
DADC
318
D.A. Davidson & Co
Montana
$379M +$1.51M +6,025 +0.4%
TWC
319
TD Waterhouse Canada
Ontario, Canada
$378M +$6.18M +24,670 +2%
PCH
320
Polar Capital Holdings
United Kingdom
$378M +$50.3M +200,901 +15%
PGFC
321
Peapack-Gladstone Financial Corp
New Jersey
$377M -$6.64M -26,534 -2%
GFM
322
GF Fund Management
China
$374M +$374M +1,495,258 New
Jones Financial Companies
323
Jones Financial Companies
Missouri
$367M +$91.5M +365,309 +33%
CAG
324
Crestwood Advisors Group
Massachusetts
$365M +$106K +423 +0%
AF
325
Avanza Fonder
Sweden
$365M +$365M +1,457,232 New