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 %
KL
3801
KilterHowling LLC
Colorado
$4.51M +$143K +603 +3%
RWMG
3802
Redwood Wealth Management Group
New Jersey
$4.5M -$49.5K -198 -1%
MWM
3803
Mascagni Wealth Management
Mississippi
$4.5M +$4.5M +20,273 New
ECG
3804
EPIQ Capital Group
California
$4.5M +$4.51K +18 +0.1%
AFA
3805
Avant Financial Advisors
Texas
$4.5M +$4.5M +17,967 New
WA
3806
Whipplewood Advisors
Colorado
$4.49M +$4.49M +17,945 New
BCM
3807
BluePointe Capital Management
California
$4.49M +$1.05M +4,186 +30%
BWP
3808
BlueStem Wealth Partners
Minnesota
$4.49M +$4.49M +17,912 New
FF
3809
Francis Financial
$4.48M +$1M +5,329 +29%
PS
3810
Planned Solutions
California
$4.48M -$561K -2,242 -11%
WWP
3811
Waypoint Wealth Partners
California
$4.48M -$64.9K -259 -1%
MP
3812
Moment Partners
California
$4.48M +$4.48M +17,890 New
CMTU
3813
Capital Markets Trading (UK)
United Kingdom
$4.47M +$3.07M +12,243 +219%
RAM
3814
Redmond Asset Management
Virginia
$4.47M +$2.21M +8,811 +98%
GGA
3815
Granite Group Advisors
Connecticut
$4.47M -$35.8K -143 -0.8%
GHAM
3816
Gilman Hill Asset Management
Connecticut
$4.46M -$159K -635 -3%
DWA
3817
Delap Wealth Advisory
Oregon
$4.46M +$98.7K +394 +2%
MWM
3818
MFG Wealth Management
Indiana
$4.46M +$4.46M +17,818 New
WAOI
3819
Wealth Advisors of Iowa
Iowa
$4.46M -$47.6K -190 -1%
WWM
3820
WJ Wealth Management
Arizona
$4.45M -$332K -1,324 -7%
CWA
3821
Crux Wealth Advisors
California
$4.44M +$4.44M +17,717 New
NCTC
3822
New Covenant Trust Company
Indiana
$4.43M -$274K -1,085 -6%
NQWM
3823
Northwest Quadrant Wealth Management
Oregon
$4.43M +$617K +2,465 +16%
GSC
3824
G&S Capital
Colorado
$4.43M +$189K +756 +4%
AI
3825
Arvest Investments
Arkansas
$4.43M -$129K -514 -3%