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 %
MFS
3701
Miller Financial Services
Michigan
$4.96M +$4.96M +19,787 New
RWM
3702
Ruedi Wealth Management
Illinois
$4.95M -$14.8K -59 -0.3%
KIA
3703
Kraematon Investment Advisors
Massachusetts
$4.95M -$103K -410 -2%
WH
3704
Willner & Heller
California
$4.95M -$86.9K -347 -2%
BW
3705
BXM Wealth
Colorado
$4.94M +$4.94M +19,746 New
MAMG
3706
Milestone Asset Management Group
Connecticut
$4.94M +$4.94M +19,726 New
EA
3707
Emerald Advisors
Washington
$4.94M -$71.9K -287 -1%
PCMC
3708
Paragon Capital Management (Colorado)
Colorado
$4.93M -$34.1K -136 -0.7%
MAM
3709
Mainsail Asset Management
Alabama
$4.92M -$97.9K -391 -2%
PHIMC
3710
Private Harbour Investment Management & Counsel
Ohio
$4.92M -$248K -992 -5%
ACM
3711
Aster Capital Management
United Arab Emirates
$4.91M +$4.91M +19,619 New
DFG
3712
Dupree Financial Group
Kentucky
$4.91M +$76.4K +305 +2%
WWM
3713
Wolff Wiese Magana
California
$4.9M -$18.8K -75 -0.4%
FFC
3714
Frederick Financial Consultants
Maryland
$4.9M +$4.9M +19,556 New
SA
3715
Skyline Advisors
Washington
$4.89M -$269K -1,076 -5%
FWM
3716
FSA Wealth Management
Massachusetts
$4.89M -$281K -1,124 -5%
WFM
3717
Wolff Financial Management
Michigan
$4.89M -$16K -64 -0.3%
RA
3718
Rational Advisors
New York
$4.89M -$950K -3,792 -16%
SAM
3719
Sycomore Asset Management
France
$4.89M +$2.09M +9,183 +75%
T
3720
Tidemark
California
$4.88M +$208K +831 +4%
AWM
3721
Alterna Wealth Management
Texas
$4.88M -$199K -793 -4%
CA
3722
Cumberland Advisors
Florida
$4.88M
FWM
3723
FFT Wealth Management
Pennsylvania
$4.88M +$91.7K +366 +2%
IPWA
3724
International Private Wealth Advisors
California
$4.88M +$1.51M +6,046 +45%
KCIC
3725
Kuhn & Co Investment Counsel
Illinois
$4.87M +$250 +1 +0%