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 %
CSWG
3976
Cardinal Strategic Wealth Guidance
Kentucky
$3.91M +$122K +486 +3%
AWA
3977
Aletheian Wealth Advisors
Washington
$3.91M +$143K +572 +4%
FBT
3978
First Bank & Trust
South Dakota
$3.9M -$41.3K -165 -1%
LSWM
3979
Lorne Steinberg Wealth Management
Canada
$3.9M -$26K -104 -0.7%
BG
3980
Bollard Group
Massachusetts
$3.9M +$4.26K +17 +0.1%
HWA
3981
HMV Wealth Advisors
Louisiana
$3.89M +$3.89M +15,551 New
RCM
3982
Riverpark Capital Management
New York
$3.89M +$112K +446 +3%
IWS
3983
Integrity Wealth Solutions
Colorado
$3.89M -$259K -1,035 -6%
MSG
3984
Main Street Group
Virginia
$3.88M -$210K -837 -5%
FWA
3985
FOCUS Wealth Advisors
Texas
$3.88M -$44.1K -176 -1%
LSA
3986
Lansing Street Advisors
Pennsylvania
$3.87M +$66.6K +266 +2%
BFS
3987
Burr Financial Services
California
$3.87M -$1.64M -6,562 -30%
HP
3988
Holistic Planning
Texas
$3.87M +$96.7K +386 +3%
CFO
3989
Custos Family Office
Texas
$3.86M +$236K +943 +7%
RRWA
3990
Rainey & Randall Wealth Advisors
Florida
$3.86M -$47.3K -189 -1%
VBFP
3991
Valtinson Bruner Financial Planning
Minnesota
$3.86M +$23.5K +94 +0.6%
PAM
3992
Pinpoint Asset Management
Hong Kong
$3.86M +$501 +2 +0%
PIA
3993
Pinion Investment Advisors
Kansas
$3.85M +$90.7K +362 +2%
BF
3994
Brogan Financial
Tennessee
$3.85M +$9.27K +37 +0.2%
RWM
3995
Rialto Wealth Management
New York
$3.85M +$3.85M +15,363 New
AL
3996
ADE LLC
Maryland
$3.84M +$18.5K +74 +0.5%
IA
3997
Inspire Advisors
Idaho
$3.84M +$85.1K +340 +2%
EHWM
3998
Eads & Heald Wealth Management
Georgia
$3.84M -$25K -100 -0.6%
CFO
3999
Collective Family Office
Pennsylvania
$3.83M -$21.8K -87 -0.6%
SG
4000
Sharper & Granite
California
$3.83M +$118K +472 +3%