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 %
MPIA
3501
Mountain Pacific Investment Advisers
Idaho
$5.8M -$401K -1,602 -6%
HS
3502
Horan Securities
United States
$5.8M +$18.8K +75 +0.3%
BMM
3503
Berkshire Money Management
Massachusetts
$5.79M +$663K +2,646 +13%
MWM
3504
Massachusetts Wealth Management
Massachusetts
$5.79M -$50.1K -200 -0.9%
RPSA
3505
Richard P. Slaughter Associates
Texas
$5.79M +$133K +530 +2%
BCM
3506
Berbice Capital Management
New York
$5.79M +$5.79M +23,116 New
USWIA
3507
UP Strategic Wealth Investment Advisors
Pennsylvania
$5.79M +$935K +3,734 +19%
LOIM
3508
Liberty One Investment Management
Illinois
$5.78M +$284K +1,134 +5%
PFA
3509
Pathway Financial Advisors
Vermont
$5.77M +$374K +1,495 +7%
TAI
3510
Terra Alpha Investments
District of Columbia
$5.77M +$5.77M +23,029 New
SAM
3511
Socorro Asset Management
Texas
$5.76M
BSAM
3512
Blue Square Asset Management
New York
$5.76M +$81.4K +325 +1%
IWP
3513
Invenio Wealth Partners
Florida
$5.74M +$751 +3 +0%
EB
3514
Emprise Bank
Kansas
$5.74M -$338K -1,349 -6%
RWPA
3515
Richard W. Paul & Associates
Michigan
$5.74M +$135K +538 +2%
FWM
3516
Fonville Wealth Management
Virginia
$5.73M -$146K -584 -2%
PIAS
3517
PCA Investment Advisory Services
Ohio
$5.72M -$6.01K -24 -0.1%
CWM
3518
Campbell Wealth Management
Virginia
$5.71M +$2.26M +9,005 +65%
QC
3519
Quantessence Capital
New York
$5.71M +$5.71M +22,802 New
RF
3520
Robbins Farley
New Hampshire
$5.71M +$136K +543 +2%
RAM
3521
Roanoke Asset Management
New Jersey
$5.7M
SFG
3522
Sunburst Financial Group
Alabama
$5.7M -$531K -2,119 -9%
CFA
3523
Camarda Financial Advisors
Florida
$5.7M +$33.8K +135 +0.6%
Fuller & Thaler Asset Management
3524
Fuller & Thaler Asset Management
California
$5.69M
OIS
3525
Okabena Investment Services
Minnesota
$5.69M