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 %
GIM
4251
Groesbeck Investment Management
New Jersey
$3.07M -$276K -1,101 -8%
ODA
4252
One Degree Advisors
California
$3.07M -$211K -909 -6%
PIA
4253
Panoramic Investment Advisors
Colorado
$3.07M +$514K +2,054 +20%
KSWWM
4254
Keyes Stange & Wooten Wealth Management
Florida
$3.06M -$36.8K -147 -1%
CPW
4255
Catalyst Private Wealth
California
$3.06M -$119K -476 -4%
HIW
4256
Holos Integrated Wealth
Pennsylvania
$3.06M +$3.06M +12,206 New
PWM
4257
Penobscot Wealth Management
Maine
$3.05M +$51.3K +205 +2%
SC
4258
Swan Capital
Florida
$3.05M +$3.26K +13 +0.1%
PCM
4259
Palouse Capital Management
Washington
$3.05M +$89.9K +359 +3%
RS
4260
Retirement Solution
Washington
$3.05M -$5.18M -20,679 -63%
AA
4261
AlphaMark Advisors
Kentucky
$3.05M -$81.6K -326 -3%
CC
4262
Climber Capital
Switzerland
$3.04M +$3.04M +12,148 New
LOIP
4263
Live Oak Investment Partners
Texas
$3.04M -$2.87M
RK
4264
Rather & Kittrell
Tennessee
$3.04M -$508K -2,030 -14%
WN
4265
Williams & Novak
California
$3.03M -$150K -597 -5%
RI
4266
RWWM Inc
California
$3.03M +$120K +480 +4%
WAM
4267
Weinberger Asset Management
California
$3.03M -$501 -2 -0%
RCWM
4268
Red Crane Wealth Management
California
$3.03M +$3.03M +12,081 New
CCA
4269
Carrera Capital Advisors
Michigan
$3.03M +$429K +1,714 +17%
AIP
4270
Alexis Investment Partners
Texas
$3.01M +$3.01M +11,972 New
PWAC
4271
Private Wealth Advisors (California)
California
$3.01M +$2.25K +9 +0.1%
SAM
4272
Soviero Asset Management
New York
$3.01M -$2M -8,000 -40%
LOAMU
4273
Lombard Odier Asset Management (USA)
New York
$3.01M -$751K -3,000 -20%
RIA
4274
Richwood Investment Advisors
Ohio
$3.01M +$23.8K +95 +0.8%
HAG
4275
HF Advisory Group
Maryland
$3M +$275K +1,098 +10%