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 %
PWA
3826
Prairie Wealth Advisors
Nebraska
$4.43M -$52.3K -209 -1%
CFG
3827
CKW Financial Group
Hawaii
$4.42M +$492K +1,963 +13%
GWA
3828
Geometric Wealth Advisors
District of Columbia
$4.41M -$501 -2 -0%
EFG
3829
Elm3 Financial Group
Georgia
$4.41M +$4.41M +17,621 New
BWA
3830
BlueChip Wealth Advisors
Georgia
$4.41M -$886K -3,538 -17%
CCA
3831
Conservest Capital Advisors
Pennsylvania
$4.41M -$112K -447 -2%
KWM
3832
KFG Wealth Management
Indiana
$4.41M -$1.09M -4,334 -20%
MMM
3833
Mendel Money Management
Illinois
$4.4M -$114K -454 -3%
IA
3834
IMZ Advisory
Florida
$4.4M -$56.3K -225 -1%
HFO
3835
Heritage Family Offices
Arizona
$4.4M +$622K +2,483 +16%
WFPG
3836
Waller Financial Planning Group
Ohio
$4.39M +$3.26K +13 +0.1%
SWA
3837
Serenus Wealth Advisors
California
$4.39M +$4.39M +17,527 New
MAG
3838
M3 Advisory Group
Massachusetts
$4.39M +$72.4K +289 +2%
AF
3839
Atala Financial
California
$4.38M +$4.38M +17,503 New
PIM
3840
Platinum Investment Management
Australia
$4.38M -$626K -2,500 -13%
HCM
3841
Hutner Capital Management
Vermont
$4.38M -$69.4K -277 -2%
BCP
3842
Berkeley Capital Partners
Georgia
$4.38M -$32.8K -131 -0.7%
EMAM
3843
Encompass More Asset Management
California
$4.38M -$175K -697 -4%
B
3844
Barings
North Carolina
$4.37M +$1.45M +5,786 +50%
LCM
3845
Landscape Capital Management
New Jersey
$4.37M -$1.15M -4,581 -21%
FFG
3846
Floyd Financial Group
Missouri
$4.36M +$4.36M +18,421 New
FH
3847
FWG Holdings
Florida
$4.36M +$114K +501 +3%
O3W
3848
Omni 360 Wealth
New Jersey
$4.36M -$613K -2,446 -12%
EFG
3849
Elios Financial Group
Ohio
$4.36M +$7.01K +28 +0.2%
CBOR
3850
Community Bank of Raymore
Missouri
$4.35M +$84.4K +337 +2%