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 %
EFA
3276
Edge Financial Advisors
Illinois
$6.9M -$6.01K -24 -0.1%
EA
3277
Emerald Advisers
Pennsylvania
$6.89M -$643K -2,566 -9%
WFA
3278
WMG Financial Advisors
Tennessee
$6.89M -$103K -410 -1%
AWC
3279
Adamsbrown Wealth Consultants
Kansas
$6.88M -$385K -1,536 -5%
AA
3280
Argent Advisors
Louisiana
$6.88M -$203K -812 -3%
BWA
3281
Burt Wealth Advisors
Maryland
$6.87M +$1K +4 +0%
ONSWM
3282
Old North State Wealth Management
North Carolina
$6.87M +$86.3K +344 +1%
LA
3283
Lifeworks Advisors
Michigan
$6.87M +$355K +1,419 +5%
SCM
3284
Sage Capital Management
New Jersey
$6.86M -$369K -1,472 -5%
POIA
3285
Pin Oak Investment Advisors
Texas
$6.86M
Betterment LLC
3286
Betterment LLC
New York
$6.85M +$21.5K +86 +0.3%
CGFA
3287
Colton Groome Financial Advisors
North Carolina
$6.85M -$760K -3,033 -10%
RIM
3288
RW Investment Management
Idaho
$6.84M -$4.76K -19 -0.1%
CP
3289
Capital Planning
Washington
$6.84M +$663K +2,647 +11%
SPWM
3290
Spartan Planning & Wealth Management
North Carolina
$6.83M +$6.83M +27,283 New
FAFN
3291
First Affirmative Financial Network
Colorado
$6.82M -$751 -3 -0%
BI
3292
Bradyco Inc
Massachusetts
$6.82M +$6.82M +26,789 New
SWMG
3293
Stillwater Wealth Management Group
Florida
$6.82M +$6.82M +27,236 New
MPCA
3294
Madison Park Capital Advisors
Washington
$6.82M +$58.1K +232 +0.9%
RHP
3295
Royal Harbor Partners
Texas
$6.82M -$12.5K -50 -0.2%
WFG
3296
Wormser Freres Gestion
France
$6.81M -$57.7K -228 -0.8%
SCM
3297
Spreng Capital Management
Ohio
$6.81M +$55.3K +221 +0.8%
RI
3298
Redwood Investments
Massachusetts
$6.81M +$34.3K +137 +0.5%
MKC
3299
M. Kraus & Co
Vermont
$6.8M -$87.1K -348 -1%
BBI
3300
Baxter Bros Inc
Connecticut
$6.8M -$184K -736 -3%