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 %
JWBC
3926
John W. Brooker & Co
California
$4.12M +$2.76K +11 +0.1%
RW
3927
REDW Wealth
New Mexico
$4.11M -$9.12M -36,406 -69%
RIP
3928
RAM Investment Partners
Washington
$4.11M +$232K +927 +6%
AWM
3929
Avaii Wealth Management
Wisconsin
$4.11M -$35.6K -142 -0.9%
IWM
3930
Iams Wealth Management
Nebraska
$4.11M +$1.12M +4,467 +37%
CIA
3931
Cape Investment Advisory
Georgia
$4.1M -$134K -535 -3%
AW
3932
Avion Wealth
Texas
$4.1M +$247K +987 +6%
AWMT
3933
AAFMAA Wealth Management & Trust
North Carolina
$4.1M -$610K -2,437 -13%
WFP
3934
Wrenne Financial Planning
Kentucky
$4.1M +$869K +3,470 +27%
MCC
3935
Malaga Cove Capital
California
$4.09M -$46.3K -185 -1%
WAG
3936
Wallace Advisory Group
California
$4.09M +$1.21M +5,212 +42%
GA
3937
Guerra Advisors
Florida
$4.09M +$4.09M +16,320 New
KFS
3938
Kelly Financial Services
Massachusetts
$4.08M -$211K -841 -5%
BOSSRA
3939
B.O.S.S. Retirement Advisors
Utah
$4.08M -$25.4M -101,607 -86%
VFG
3940
V2 Financial group
Illinois
$4.08M
WFA
3941
Wade Financial Advisory
California
$4.08M -$52.3K -209 -1%
DSCM
3942
Del-Sette Capital Management
New York
$4.07M -$130K -518 -3%
4WM
3943
4J Wealth Management
Virginia
$4.07M -$57.6K -230 -1%
WPW
3944
Watershed Private Wealth
Illinois
$4.07M -$45.1K -180 -1%
MECA
3945
Miller Equity Capital Advisors
Texas
$4.07M
AI
3946
Aperture Investors
New York
$4.06M -$821K -3,278 -17%
CB
3947
Centennial Bank
Arkansas
$4.06M -$28.3K -113 -0.7%
SAM
3948
Strive Asset Management
Ohio
$4.06M +$4.06M +16,204 New
HI
3949
Human Investing
Oregon
$4.05M -$125K -500 -3%
AIA
3950
Affinity Investment Advisors
California
$4.04M -$14.5K -58 -0.4%