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 %
FCM
3726
Fogel Capital Management
Florida
$4.86M -$81.4K -325 -2%
CIA
3727
Cascade Investment Advisors
Oregon
$4.86M -$44.6K -178 -0.9%
CA
3728
Crumly & Associates
Illinois
$4.86M -$42.8K -171 -0.9%
MIM
3729
Marshall Investment Management
Colorado
$4.86M +$4.86M +20,870 New
SC
3730
Stance Capital
Massachusetts
$4.86M +$4.86M +19,399 New
FA
3731
Fedenia Advisers
Wisconsin
$4.85M +$4.85M +19,380 New
WSWA
3732
Warren Street Wealth Advisors
California
$4.85M +$244K +973 +5%
NI
3733
NCP Inc
California
$4.84M -$18K -72 -0.4%
AWM
3734
AAF Wealth Management
Massachusetts
$4.83M -$324K -1,294 -6%
HWMG
3735
Hurlow Wealth Management Group
Indiana
$4.82M -$32.6K -130 -0.7%
WA
3736
Westfuller Advisors
New York
$4.82M -$15K -60 -0.3%
SFC
3737
Swisher Financial Concepts
Ohio
$4.8M -$2.02M -8,048 -30%
FCMA
3738
Foresight Capital Management Advisors
Michigan
$4.8M -$167K -665 -3%
BFA
3739
Bright Financial Advisors
Michigan
$4.8M +$599K +2,393 +14%
GCM
3740
Glynn Capital Management
California
$4.79M +$3.26K +13 +0.1%
EPA
3741
Element Pointe Advisors
Florida
$4.79M -$58.8K -235 -1%
SFFS
3742
Stonehage Fleming Financial Services
Jersey
$4.78M -$449K -1,791 -9%
CWM
3743
Cahill Wealth Management
Michigan
$4.78M -$751 -3 -0%
ANC
3744
Ames National Corp
Iowa
$4.77M +$4.77M +19,034 New
SC
3745
Schulhoff & Co
Ohio
$4.77M +$141K +565 +3%
IAM
3746
Infusive Asset Management
New York
$4.76M -$2.82M -11,268 -37%
AWA
3747
Acorn Wealth Advisors
Michigan
$4.76M +$7.76K +31 +0.2%
LWA
3748
Ledgewood Wealth Advisors
New Hampshire
$4.76M -$37.6K -150 -0.8%
SA
3749
Sylvest Advisors
Texas
$4.75M +$4.75M +18,964 New
GAM
3750
GEM Asset Management
Michigan
$4.74M -$39.6K -158 -0.8%