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 %
TBWA
4151
Three Bridge Wealth Advisors
California
$3.35M +$173K +689 +5%
AGP
4152
Autumn Glory Partners
Texas
$3.35M -$1.14M -4,558 -25%
AWM
4153
Avondale Wealth Management
Texas
$3.35M -$304K -1,213 -8%
PGIM
4154
Pacific Global Investment Management
California
$3.35M -$44.9M -179,331 -93%
OA
4155
Operose Advisors
Wisconsin
$3.34M -$382K -1,527 -10%
NA
4156
Nestegg Advisors
New York
$3.34M +$3.34M +14,534 New
OGF
4157
Orin Green Financial
California
$3.34M -$2.63M -11,275 Closed
FWM
4158
Forza Wealth Management
Florida
$3.32M -$73.4K -293 -2%
FWA
4159
FSC Wealth Advisors
New York
$3.31M +$56.6K +226 +2%
BPW
4160
Bingham Private Wealth
California
$3.31M +$3.31M +13,221 New
CFO
4161
Capitol Family Office
Oregon
$3.31M
NCMW
4162
Northern Capital Management (Washington)
Washington
$3.31M -$23K -92 -0.7%
SMF
4163
Sterling Manor Financial
New York
$3.3M -$100K -400 -3%
RWA
4164
Rooted Wealth Advisors
Illinois
$3.3M +$76.5K +316 +2%
CWM
4165
Cherrydale Wealth Management
New Jersey
$3.3M +$187K +745 +6%
DA
4166
Drake & Associates
Wisconsin
$3.3M +$417K +1,830 +14%
FA
4167
Financial Alternatives
California
$3.29M -$51.6K -206 -2%
MFT
4168
Moisand Fitzgerald Tamayo
Florida
$3.29M -$201K -803 -6%
DM
4169
Diker Management
New York
$3.29M
VBWMG
4170
Von Berge Wealth Management Group
California
$3.28M -$177K -746 -5%
EP
4171
Elkhorn Partners
Nebraska
$3.28M
HIGP
4172
Hill Investment Group Partners
Missouri
$3.28M +$1.01M +4,016 +44%
APWM
4173
Anchor Pointe Wealth Management
Missouri
$3.27M +$3.27M +12,961 New
EW
4174
Entruity Wealth
California
$3.27M +$3.27M +13,044 New
SPWG
4175
Sage Private Wealth Group
Illinois
$3.27M -$22K -88 -0.7%