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 %
PA
4701
Pineridge Advisors
Missouri
$1.86M +$402K +1,604 +28%
YCM
4702
Yost Capital Management
Texas
$1.86M
CFS
4703
Cannon Financial Strategists
Georgia
$1.85M +$148K +590 +9%
MAV
4704
Mason & Associates (Virginia)
Virginia
$1.85M +$101K +402 +6%
IW
4705
Instrumental Wealth
Florida
$1.85M +$127K +518 +7%
SPA
4706
Shore Point Advisors
New Jersey
$1.84M +$250 +1 +0%
CPWM
4707
Cypress Point Wealth Management
Texas
$1.84M -$772K -3,084 -30%
GF
4708
GGM Financials
Ohio
$1.84M +$2K +8 +0.1%
C
4709
Croban
Ohio
$1.83M +$1.83M +7,299 New
SMG
4710
Smart Money Group
Texas
$1.83M +$148K +592 +9%
TA
4711
TCM Advisors
West Virginia
$1.82M -$1.7M
TIA
4712
Tandem Investment Advisors
South Carolina
$1.82M -$67.6K -270 -4%
XT
4713
XTX Topco
Cayman Islands
$1.82M +$1.82M +7,251 New
RW
4714
Rockport Wealth
Ohio
$1.81M -$18.8M -77,489 -91%
HSWM
4715
Hubbell Strickland Wealth Management
Louisiana
$1.81M -$118K -471 -6%
AA
4716
Aufman Associates
Pennsylvania
$1.8M -$35.6K -142 -2%
AWMNY
4717
Arcadia Wealth Management (New York)
New York
$1.8M +$1.8M +7,205 New
DC
4718
Defender Capital
North Carolina
$1.8M +$250 +1 +0%
BBA
4719
Braun-Bostich & Associates
Pennsylvania
$1.8M -$501 -2 -0%
AR
4720
Advisory Research
Illinois
$1.8M -$1K -4 -0.1%
LP
4721
LMR Partners
United Kingdom
$1.8M -$7.66M -30,583 -81%
BAM
4722
Bayshore Asset Management
Florida
$1.8M -$8.26K -33 -0.5%
SA
4723
SoundView Advisors
Washington
$1.8M +$1.8M +7,172 New
DI
4724
Disciplined Investments
Oklahoma
$1.79M +$12.8K +51 +0.7%
HWM
4725
HighMark Wealth Management
Minnesota
$1.79M +$33.8K +135 +2%