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 %
HP
4451
HT Partners
Connecticut
$2.49M -$101K -404 -4%
SSIM
4452
Sheets Smith Investment Management
Texas
$2.49M +$2.49M +9,937 New
NJBEST
4453
New Jersey Better Educational Savings Trust
New Jersey
$2.49M
CCP
4454
Cassia Capital Partners
North Carolina
$2.48M +$1.04M +4,154 +72%
SO
4455
Sierra Ocean
California
$2.47M +$2.47M +9,859 New
CFS
4456
Coordinated Financial Services
Colorado
$2.46M +$2.46M +9,843 New
HTI
4457
Hikari Tsushin Inc
Japan
$2.46M -$8.61M -34,364 -78%
TAM
4458
TCP Asset Management
Ohio
$2.46M +$6.76K +27 +0.3%
MADFP
4459
Michael A Dubis Financial Planning
Wisconsin
$2.46M +$2.46M +9,832 New
LFA
4460
Lauterbach Financial Advisors
Texas
$2.46M +$751 +3 +0%
OWCM
4461
One Wealth Capital Management
Arizona
$2.45M +$2.45M +9,791 New
RF
4462
RHS Financial
California
$2.45M -$555K -2,216 -18%
SOAG
4463
Silver Oak Advisory Group
Oregon
$2.45M -$49.6K -198 -2%
LWM
4464
Lionsbridge Wealth Management
Florida
$2.45M -$1.37M -5,471 -36%
VFIC
4465
Valley Forge Investment Consultants
Pennsylvania
$2.44M +$15.8K +63 +0.7%
PPA
4466
Pilgrim Partners Asia
Singapore
$2.44M +$2.44M +9,741 New
1IA
4467
1620 Investment Advisors
Massachusetts
$2.44M +$21.5K +86 +0.9%
FFWM
4468
Future Financial Wealth Management
Ohio
$2.44M -$125K -499 -5%
IWP
4469
Insight Wealth Partners
Texas
$2.44M -$395K -1,576 -14%
BOC
4470
Blue Oak Capital
California
$2.44M +$2.44M +9,728 New
CG
4471
Cynosure Group
Utah
$2.43M -$2.14M -8,531 -47%
BAWC
4472
Boyce & Associates Wealth Consulting
Texas
$2.43M -$43.1K -172 -2%
DM
4473
Delphi Management
Massachusetts
$2.43M -$71.4K -285 -3%
MIM
4474
Macroview Investment Management
Maryland
$2.43M -$8.77K -35 -0.4%
SG
4475
Strid Group
Pennsylvania
$2.43M -$8.01K -32 -0.3%