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 %
BOM
3251
Bank of Marin
California
$6.99M +$2K +8 +0%
GFWA
3252
Grey Fox Wealth Advisors
Delaware
$6.99M -$41.6K -166 -0.6%
HPM
3253
Hoxton Planning & Management
West Virginia
$6.99M +$60.6K +242 +0.9%
CG
3254
Corundum Group
Colorado
$6.97M +$816K +3,258 +13%
FFG
3255
Fortem Financial Group
California
$6.97M +$625K +2,496 +10%
NA
3256
Nautilus Advisors
California
$6.97M +$6.97M +27,839 New
CWM
3257
Cranbrook Wealth Management
Michigan
$6.97M +$2.5K +10 +0%
AFW
3258
Avantra Family Wealth
Pennsylvania
$6.96M +$6.96M +27,795 New
RIM
3259
Rockbridge Investment Management
New York
$6.96M -$225K -899 -3%
CCM
3260
Check Capital Management
California
$6.96M -$952K -3,800 -12%
CA
3261
Cortland Associates
Missouri
$6.96M -$32.3K -129 -0.5%
WFS
3262
Widmann Financial Services
Maryland
$6.95M -$198K -791 -3%
SPA
3263
Sentinel Pension Advisors
Massachusetts
$6.95M -$34.1K -136 -0.5%
TFA
3264
Trinity Financial Advisors
Ohio
$6.94M -$87.8K -360 -1%
TCWM
3265
Total Clarity Wealth Management
Illinois
$6.94M +$35.8K +143 +0.5%
WW
3266
Westshore Wealth
California
$6.94M +$501 +2 +0%
EC
3267
EdgeRock Capital
Colorado
$6.94M +$173K +692 +3%
AWM
3268
Act Wealth Management
Texas
$6.94M -$35.6K -142 -0.5%
NCFG
3269
New Century Financial Group
New Jersey
$6.94M -$1.97M -8,113 -22%
SA
3270
SFI Advisors
New Jersey
$6.93M +$2K +8 +0%
CFG
3271
Chapman Financial Group
Hawaii
$6.93M +$6.93M +27,667 New
BW
3272
BostonPremier Wealth
Massachusetts
$6.92M +$6.92M +27,644 New
AWM
3273
Aberdeen Wealth Management
Illinois
$6.92M +$467K +1,863 +7%
SI
3274
Sprott Inc
Ontario, Canada
$6.91M +$1.19M +4,750 +21%
FGWP
3275
Founders Grove Wealth Partners
Virginia
$6.9M +$6.9M +27,571 New