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 %
CH
3551
Canton Hathaway
Rhode Island
$5.52M +$282K +1,125 +5%
JTWM
3552
Jackson Thornton Wealth Management
Alabama
$5.52M +$1.29M +5,158 +31%
VPF
3553
Vantage Point Financial
Illinois
$5.52M +$5.52M +22,048 New
BA
3554
Bluesphere Advisors
Pennsylvania
$5.52M -$51.1K -204 -0.9%
AIFAIM
3555
American Institute for Advanced Investment Management
Arizona
$5.52M -$583K -2,330 -10%
CFG
3556
Carr Financial Group
Massachusetts
$5.52M -$110K -440 -2%
MCIA
3557
Mountain Capital Investment Advisors
Colorado
$5.51M +$50.4K +219 +0.9%
DMBA
3558
Deseret Mutual Benefit Administrators
Utah
$5.5M +$62.6K +250 +1%
PWA
3559
Primoris Wealth Advisors
Florida
$5.5M -$27.3K -109 -0.5%
FWS
3560
FinDec Wealth Services
California
$5.49M -$695K -2,775 -11%
LBC
3561
Leigh Baldwin & Co
New York
$5.48M +$5.48M +21,902 New
MAG
3562
MRA Advisory Group
New Jersey
$5.48M -$182K -727 -3%
SPF
3563
South Plains Financial
Texas
$5.47M +$5.47M +21,859 New
CPL
3564
Capital & Planning LLC
Georgia
$5.45M +$5.45M +21,766 New
LC
3565
Legacy CG
Texas
$5.44M -$404K -1,614 -7%
PJWM
3566
Philip James Wealth Mangement
Georgia
$5.43M +$172K +685 +3%
SL
3567
Summitry LLC
California
$5.43M -$556K -2,220 -9%
AA
3568
Acorns Advisers
California
$5.43M +$612K +2,444 +13%
NWM
3569
Napa Wealth Management
California
$5.43M -$1.21M -4,841 -18%
TAM
3570
Tealwood Asset Management
Minnesota
$5.42M +$2.7M +10,775 +99%
ICM
3571
Islay Capital Management
Texas
$5.42M +$9.52K +38 +0.2%
VWMG
3572
Virginia Wealth Management Group
Virginia
$5.41M +$25.5K +102 +0.5%
IWN
3573
Independent Wealth Network
Iowa
$5.41M +$321K +1,280 +6%
TC
3574
Trust Company
Kansas
$5.41M +$954K +3,810 +21%
MSWM
3575
McGlone Suttner Wealth Management
Wisconsin
$5.41M +$474K +1,894 +10%