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 %
IAM
3351
Impact Asset Management
$6.49M -$225K -900 -3%
APF
3352
Alaska Permanent Fund
Alaska
$6.48M
HCWM
3353
Hidden Cove Wealth Management
Washington
$6.48M +$6.48M +25,861 New
LSA
3354
Lion Street Advisors
Texas
$6.47M -$223K -889 -3%
HWMC
3355
Heritage Wealth Management (California)
California
$6.47M +$202K +808 +3%
LGW
3356
Leslie Global Wealth
Illinois
$6.46M -$63.6K -254 -1%
CFP
3357
Curran Financial Partners
South Carolina
$6.46M +$224K +895 +4%
UC
3358
Unio Capital
New Jersey
$6.46M -$848K -3,385 -12%
SL
3359
Sentinus LLC
Illinois
$6.45M +$186K +743 +3%
WWM
3360
Wagner Wealth Management
South Carolina
$6.45M +$172K +687 +3%
WAG
3361
Wiser Advisor Group
Arizona
$6.45M +$26.5K +106 +0.4%
PWM
3362
Partners Wealth Management
California
$6.44M +$6.44M +25,734 New
AJ
3363
Ashburton (Jersey)
Jersey
$6.44M -$11.7M -46,591 -64%
CW
3364
Cook Wealth
North Carolina
$6.44M +$2.13M +9,523 +49%
APC
3365
Aspire Private Capital
North Carolina
$6.44M +$855K +3,415 +15%
WIC
3366
Wilkins Investment Counsel
Massachusetts
$6.43M +$324K +1,295 +5%
MC
3367
Marest Capital
California
$6.42M +$16K +64 +0.3%
RA
3368
Rockingstone Advisors
Massachusetts
$6.42M +$269K +1,076 +4%
AA
3369
Addison Advisors
Vermont
$6.42M -$240K -959 -4%
SWR
3370
Spahn Wealth & Retirement
Arizona
$6.41M +$6.41M +25,594 New
FWP
3371
Firethorn Wealth Partners
Georgia
$6.41M +$176K +701 +3%
SL
3372
Sentry LLC
Tennessee
$6.41M -$978K -3,907 -13%
MWM
3373
MOKAN Wealth Management
Kansas
$6.4M +$6.4M +25,563 New
EPW
3374
Evergreen Private Wealth
Colorado
$6.4M -$65.6K -262 -1%
W
3375
WPWealth
Texas
$6.38M -$150K -599 -2%