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 %
SF
4001
Safeguard Financial
Wisconsin
$3.83M +$138K +552 +4%
AW
4002
Apricus Wealth
South Carolina
$3.83M -$307K -1,224 -7%
WAM
4003
Werlinich Asset Management
Connecticut
$3.82M
RFW
4004
Rainier Family Wealth
Washington
$3.82M +$3.82M +15,252 New
RWRC
4005
R.W. Roge & Company
New York
$3.82M -$1.25K -5 -0%
CNTOF
4006
Canandaigua National Trust of Florida
New York
$3.82M +$860K +3,433 +29%
UPS
4007
UHLMANN PRICE SECURITIES
Illinois
$3.82M +$213K +850 +6%
TPW
4008
Turn8 Private Wealth
$3.81M +$3.81M +15,234 New
TCM
4009
Thoma Capital Management
Maryland
$3.81M +$3.81M +15,223 New
MWA
4010
MN Wealth Advisors
Kansas
$3.81M +$165K +658 +5%
MWA
4011
Motive Wealth Advisors
Michigan
$3.81M +$464K +1,852 +14%
VR
4012
Valued Retirements
Texas
$3.8M -$4.01K -16 -0.1%
RFP
4013
RCS Financial Planning
Maryland
$3.79M +$8.76K +35 +0.2%
TCM
4014
Triumph Capital Management
Colorado
$3.78M -$174K -695 -4%
DSA
4015
Droms Strauss Advisors
Missouri
$3.78M -$33.6K -134 -0.9%
FWMM
4016
Foundation Wealth Management (Missouri)
Missouri
$3.78M -$324K -1,293 -8%
WAM
4017
WealthTrust Asset Management
Florida
$3.77M +$217K +867 +6%
JIC
4018
JRM Investment Counsel
Nebraska
$3.77M -$18.8K -75 -0.5%
MFWM
4019
Motley Fool Wealth Management
Virginia
$3.76M +$1.64M +6,926 +78%
TAM
4020
Tucker Asset Management
Colorado
$3.76M +$93.4K +373 +3%
VWS
4021
Virtus Wealth Solutions
New Jersey
$3.76M +$3.76M +15,006 New
MGM
4022
Miura Global Management
New York
$3.76M -$3.76M -15,000 -50%
AC
4023
Arrow Capital
Australia
$3.76M +$3.76M +15,000 New
M
4024
MYeCFO
California
$3.75M -$3.26K -13 -0.1%
KPWG
4025
KFA Private Wealth Group
Virginia
$3.75M -$103K -413 -3%