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 %
SFA
326
Sequoia Financial Advisors
Ohio
$364M +$28.5M +113,962 +9%
CAM
327
Congress Asset Management
Massachusetts
$362M +$1.65M +6,595 +0.5%
ZIM
328
Zacks Investment Management
Illinois
$361M +$6.05M +24,149 +2%
UCFA
329
United Capital Financial Advisors
Texas
$361M -$7.84M -31,320 -2%
GPCM
330
Greenbrier Partners Capital Management
Texas
$359M
MSU
331
Mizuho Securities USA
New York
$359M +$112M +446,730 +45%
RAM
332
RJA Asset Management
Connecticut
$358M -$14.3M -57,100 -4%
EAM
333
Erste Asset Management
Austria
$356M -$13.3M -52,180 -4%
SCM
334
Shelton Capital Management
Colorado
$356M +$21.9M +87,559 +7%
P
335
&Partners
Tennessee
$354M +$131M +536,464 +58%
ASC
336
Atalanta Sosnoff Capital
New York
$353M +$415K +1,658 +0.1%
SC
337
Sapient Capital
Indiana
$353M +$10.3M +40,946 +3%
FCI
338
Financial Counselors Inc
Kansas
$352M -$2.17M -8,672 -0.6%
EMPI
339
Elo Mutual Pension Insurance
Finland
$351M +$4.3M +17,189 +1%
Vontobel Holding
340
Vontobel Holding
Switzerland
$345M -$13.1M -52,510 -4%
LWCFA
341
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$345M -$5.28M -22,949 -2%
Wealthfront Advisers
342
Wealthfront Advisers
California
$339M +$29.7M +118,406 +10%
PA
343
Pinnacle Associates
New York
$339M +$4.09M +16,332 +1%
MPI
344
Mairs & Power Inc
Minnesota
$339M +$1.6M +6,373 +0.5%
EIP
345
Epoch Investment Partners
New York
$339M -$75.7M -302,281 -18%
CCMG
346
Clark Capital Management Group
Pennsylvania
$337M -$7.91M -31,596 -2%
RBI
347
Raiffeisen Bank International
Austria
$336M +$336M +1,334,023 New
DC
348
Davenport & Co
Virginia
$336M -$1.34M -5,364 -0.4%
UB
349
UMB Bank
Missouri
$335M -$7.14M -28,507 -2%
PP
350
Prudential plc
United Kingdom
$329M -$11.1M -44,337 -3%