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 %
HIA
4201
HTG Investment Advisors
Connecticut
$3.2M -$10.8K -43 -0.3%
RWMH
4202
Riverpoint Wealth Management Holdings
Illinois
$3.19M +$9.27K +37 +0.3%
MWS
4203
MFA Wealth Services
California
$3.19M +$3.19M +12,741 New
SLFPAM
4204
St. Louis Financial Planners Asset Management
Missouri
$3.19M +$271K +1,084 +9%
RWM
4205
Refined Wealth Management
Utah
$3.19M -$14.3K -57 -0.4%
CWD
4206
Clarity Wealth Development
Oregon
$3.18M +$3.18M +13,484 New
NPI
4207
New Perspectives Inc
Mississippi
$3.18M +$1.5K +6 +0%
CAG
4208
Curtis Advisory Group
California
$3.18M -$89.9K -359 -3%
TWA
4209
Talisman Wealth Advisors
New Jersey
$3.18M -$51.6K -206 -2%
FAM
4210
Flaharty Asset Management
Florida
$3.17M -$643K -2,568 -17%
BWM
4211
Blossom Wealth Management
California
$3.17M +$105K +418 +3%
TF
4212
Tenon Financial
New Jersey
$3.17M +$2.36M +9,667 +290%
CCA
4213
Clarity Capital Advisors
Florida
$3.17M
HKIMG
4214
Hutchens & Kramer Investment Management Group
Indiana
$3.16M +$97.2K +388 +3%
MA
4215
MKT Advisors
California
$3.16M +$203K +882 +7%
CSD
4216
Clear Street Derivatives
New York
$3.16M -$8.16M -32,582 -72%
FPWM
4217
FSB Premier Wealth Management
Iowa
$3.16M -$19K -76 -0.6%
HIF
4218
Hill Island Financial
Michigan
$3.16M +$193K +771 +7%
C1AG
4219
Client 1st Advisory Group
Florida
$3.16M -$92.7K -370 -3%
BTC
4220
Bank & Trust Company
Illinois
$3.16M -$52.6K -210 -2%
BCA
4221
Bay Capital Advisors
Virginia
$3.15M +$3.15M +12,580 New
MTC
4222
Matrix Trust Company
Colorado
$3.15M +$97.4K +389 +3%
CA
4223
Claris Advisors
Missouri
$3.14M +$989K +3,948 +46%
FWM
4224
Fortress Wealth Management
California
$3.14M -$30.3K -121 -1%
NFTC
4225
North Forty Two & Co
Oregon
$3.14M +$3.14M +12,529 New