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 %
CCIA
3951
Campbell & Co Investment Adviser
Maryland
$4.03M +$747K +2,981 +23%
TW
3952
Towerpoint Wealth
California
$4.03M -$786K -3,138 -16%
AWS
3953
Aspen Wealth Strategies
Colorado
$4.02M +$24.3K +97 +0.6%
HHGA
3954
Halbert Hargrove Global Advisors
California
$4.02M +$25.8K +103 +0.6%
SPP
3955
Single Point Partners
Massachusetts
$4.02M -$190K -757 -5%
V
3956
ValueWorks
New York
$4.01M -$1.58M -6,315 -28%
CP
3957
Covenant Partners
Tennessee
$4.01M
MPCG
3958
Matrix Private Capital Group
New York
$4M -$35.6K -142 -0.9%
CFGA
3959
Cambridge Financial Group (Arizona)
Arizona
$3.99M -$1.5K -6 -0%
SFP
3960
Sterling Financial Planning
New Jersey
$3.99M +$221K +883 +6%
SA
3961
Scarborough Advisors
Maryland
$3.99M +$12.8K +51 +0.3%
KW
3962
KWB Wealth
California
$3.99M +$141K +603 +4%
VAG
3963
VisionPoint Advisory Group
Texas
$3.99M +$99.2K +407 +3%
HWP
3964
Heritage Wealth Partners
Ohio
$3.98M +$269K +1,076 +7%
DKCM
3965
Davidson Kahn Capital Management
California
$3.96M +$3.96M +15,818 New
CCM
3966
Cox Capital Management
Massachusetts
$3.96M -$14.8K -59 -0.4%
WCP
3967
Wealthcare Capital Partners
Pennsylvania
$3.96M +$3.96M +15,802 New
GSAM
3968
Grant Street Asset Management
Pennsylvania
$3.95M +$112K +449 +3%
PCM
3969
Pointe Capital Management
Michigan
$3.95M -$38.3K -153 -1%
WF
3970
Warner Financial
Maryland
$3.95M +$653K +2,609 +20%
LA
3971
Lane & Associates
New Jersey
$3.93M -$325K -1,377 -8%
SIM
3972
SSI Investment Management
California
$3.93M -$3.76K -15 -0.1%
OWP
3973
ORG Wealth Partners
Texas
$3.93M +$98.4K +393 +3%
2L
3974
25 LLC
Missouri
$3.93M +$112K +447 +3%
CFS
3975
CGC Financial Services
Oregon
$3.92M +$290K +1,157 +8%