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 %
CWA
3851
Consilio Wealth Advisors
Washington
$4.34M +$48.1K +192 +1%
PWM
3852
Praetorian Wealth Management
California
$4.33M -$412K -1,644 -9%
SI
3853
Scharf Investments
California
$4.33M +$132K +527 +3%
SWM
3854
Sterling Wealth Management
Illinois
$4.33M -$73.4K -293 -2%
TAM
3855
Todd Asset Management
Kentucky
$4.32M
LIM
3856
Loudon Investment Management
New Hampshire
$4.32M
CFC
3857
Coyle Financial Counsel
Illinois
$4.32M -$70.9K -283 -2%
TPWM
3858
Twelve Points Wealth Management
Massachusetts
$4.32M -$320K -1,278 -7%
CSA
3859
Cornerstone Select Advisors
Missouri
$4.32M +$4.32M +17,232 New
JGUA
3860
John G. Ullman & Associates
New York
$4.31M -$66.4K -265 -2%
TCM
3861
Tributary Capital Management
Nebraska
$4.3M -$202K -807 -4%
FCM
3862
Firestone Capital Management
Florida
$4.29M -$26.3K -105 -0.6%
MHC
3863
May Hill Capital
Massachusetts
$4.29M +$4.29M +17,133 New
SA
3864
Shilanski & Associates
Alaska
$4.29M -$51.1K -204 -1%
MA
3865
Mosaic Advisors
Texas
$4.29M -$438K -1,748 -9%
GPWM
3866
Grant Private Wealth Management
California
$4.29M +$4.29M +17,113 New
SCI
3867
Stableford Capital II
Arizona
$4.28M +$217K +868 +5%
PC
3868
Permanens Capital
New York
$4.28M
FCG
3869
Fielder Capital Group
Tennessee
$4.28M +$4.01K +16 +0.1%
GIM
3870
Guild Investment Management
California
$4.27M -$61.1K -244 -1%
ICMM
3871
Integrated Capital Management (Michigan)
Michigan
$4.27M -$66.9K -267 -2%
AIM
3872
Aspen Investment Management
Michigan
$4.27M -$46.8K -187 -1%
CIAS
3873
CBIZ Investment Advisory Services
Ohio
$4.27M -$70.1K -280 -2%
HBS
3874
Howard Bailey Securities
Indiana
$4.27M +$1.46M +5,840 +52%
HOWA
3875
Heritage Oak Wealth Advisors
Florida
$4.26M -$1.54M -6,145 -27%