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 %
HCM
3301
Hengehold Capital Management
Ohio
$6.8M +$239K +954 +4%
PPC
3302
Park Place Capital
Alabama
$6.8M -$336K -1,341 -5%
HI
3303
Harper Investing
California
$6.79M -$626K -2,499 -8%
PBO
3304
Peoples Bank (Ohio)
Ohio
$6.78M -$1.46M -5,834 -18%
CWM
3305
Cahaba Wealth Management
Georgia
$6.78M +$18.5K +74 +0.3%
FFA
3306
Florida Financial Advisors
Florida
$6.77M +$1.26M +5,026 +23%
DWA
3307
Delos Wealth Advisors
Texas
$6.77M +$3.89M +15,554 +135%
GC
3308
Gilbert & Cook
Iowa
$6.77M -$2.71M -10,824 -29%
MCM
3309
Magnolia Capital Management
New York
$6.77M
M
3310
MATAURO
New York
$6.76M +$6.76M +26,976 New
AAM
3311
Auxier Asset Management
Oregon
$6.75M -$123K -493 -2%
LJCM
3312
Lee Johnson Capital Management
Texas
$6.75M +$154K +613 +2%
MAM
3313
MWA Asset Management
Massachusetts
$6.73M -$149K -594 -2%
CIA
3314
Compass Ion Advisors
Pennsylvania
$6.73M -$10.3K -41 -0.2%
AWM
3315
Affinity Wealth Management
Delaware
$6.72M +$168K +670 +3%
TW
3316
Traveka Wealth
California
$6.72M +$498K +1,987 +8%
RFS
3317
Richardson Financial Services
Massachusetts
$6.71M +$102K +404 +2%
BFAG
3318
Blackston Financial Advisory Group
Florida
$6.71M +$363K +1,449 +6%
SWM
3319
Salvus Wealth Management
New Jersey
$6.69M +$9.52K +38 +0.1%
SWM
3320
Selective Wealth Management
Virginia
$6.69M +$70.7K +303 +1%
SWP
3321
ShoreHaven Wealth Partners
New Jersey
$6.68M +$233K +931 +4%
BHWM
3322
Beaird Harris Wealth Management
Texas
$6.67M +$974K +3,891 +17%
QP
3323
Quartz Partners
New York
$6.67M +$118K +470 +2%
OCPWS
3324
One Charles Private Wealth Services
Massachusetts
$6.67M -$214K -854 -3%
EL
3325
EWA LLC
Pennsylvania
$6.66M +$250K +999 +4%