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 %
NIWA
3776
New Insight Wealth Advisors
California
$4.6M -$88.1K -352 -2%
JWM
3777
Jacksonville Wealth Management
Florida
$4.59M +$4.59M +18,348 New
SPW
3778
Surience Private Wealth
Washington
$4.59M +$4.59M +18,327 New
AFO
3779
Arrowroot Family Office
California
$4.58M +$1.24M +4,970 +37%
SLT
3780
St Louis Trust
Missouri
$4.58M -$85.9K -343 -2%
IC
3781
Inkwell Capital
Florida
$4.57M +$4.57M +18,261 New
MDA
3782
Minot DeBlois Advisors
Massachusetts
$4.57M +$4.57M +18,248 New
WMWM
3783
Whitaker-Myers Wealth Managers
Ohio
$4.57M +$583K +2,330 +15%
WA
3784
Wealthstream Advisors
New York
$4.56M +$261K +1,044 +6%
CAM
3785
CPA Asset Management
Florida
$4.55M -$90.9K -363 -2%
AWAP
3786
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$4.55M -$128K -513 -3%
PCMF
3787
Private Capital Management (Florida)
Florida
$4.55M +$10K +40 +0.2%
VAM
3788
Verity Asset Management
North Carolina
$4.54M -$4.54M -19,005 -50%
AP
3789
Arlington Partners
Alabama
$4.54M +$116K +465 +3%
NFP
3790
Narus Financial Partners
Utah
$4.54M +$145K +580 +3%
BAM
3791
Bosun Asset Management
Illinois
$4.53M -$1.99M -7,960 -31%
WCM
3792
Washburn Capital Management
Florida
$4.53M +$20.3K +81 +0.4%
SSCM
3793
Spectrum Strategic Capital Management
Oregon
$4.53M -$75.9K -303 -2%
HIG
3794
Heritage Investment Group
Florida
$4.53M -$843K -3,367 -16%
BIA
3795
Baer Investment Advisory
California
$4.52M +$4.52M +11,897 New
TI
3796
Truepoint Inc
Ohio
$4.52M +$54.1K +216 +1%
V
3797
ViaWealth
Kansas
$4.52M -$57.3K -229 -1%
PSIWM
3798
Paradigm Strategies in Wealth Management
Minnesota
$4.52M -$94.9K -379 -2%
AFM
3799
Aspetuck Financial Management
Connecticut
$4.51M +$4.51M +18,013 New
RC
3800
Reik & Co
New York
$4.51M