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 %
5W
4776
5T Wealth
California
$1.69M +$1.69M +6,753 New
MWP
4777
Meriwether Wealth & Planning
Louisiana
$1.69M +$1.69M +6,750 New
BWM
4778
Biltmore Wealth Management
Arizona
$1.69M -$20.3K -81 -1%
CWM
4779
Cedar Wealth Management
California
$1.69M -$264K -1,056 -14%
FGG
4780
Financial Guidance Group
Florida
$1.69M
MFA
4781
Millington Financial Advisors
Illinois
$1.69M +$4.33K +19 +0.3%
ATI
4782
ARK & TLK Investments
Oklahoma
$1.68M -$283K -1,130 -14%
QFPS
4783
Quantum Financial Planning Services
Washington
$1.68M +$1.68M +6,711 New
SG
4784
Stanich Group
New York
$1.68M +$1.68M +6,696 New
SA
4785
Seneschal Advisors
Washington
$1.66M +$1.66M +6,644 New
SIA
4786
Summit Investment Advisors
Maryland
$1.66M +$1.66M +6,887 New
BGA
4787
Battery Global Advisors
Massachusetts
$1.66M +$751 +3 +0%
OAS
4788
Optivise Advisory Services
Tennessee
$1.66M +$312K +1,248 +23%
LFA
4789
LGT Financial Advisors
Texas
$1.66M +$106K +423 +7%
VWM
4790
Verus Wealth Management
Wisconsin
$1.65M +$1.65M +6,583 New
TDC
4791
Thompson Davis & Co
Virginia
$1.65M +$90.4K +361 +6%
KG
4792
Kilter Group
New York
$1.64M +$1.64M +6,565 New
PP
4793
PFS Partners
New Jersey
$1.64M -$12K -48 -0.7%
TT
4794
TI-Trust
Illinois
$1.64M -$12.5K -50 -0.8%
DFG
4795
Dynamic Financial Group
Iowa
$1.64M +$1.64M +6,535 New
PIFP
4796
Partners in Financial Planning
Virginia
$1.63M -$63.9K -255 -4%
BWA
4797
Boulder Wealth Advisors
Colorado
$1.63M -$45.3K -181 -3%
ACM
4798
Alamar Capital Management
California
$1.63M -$53.6K -214 -3%
BWS
4799
Broadway Wealth Solutions
Texas
$1.63M +$1.63M +6,502 New
MWG
4800
Martin Worley Group
Utah
$1.63M +$1.63M +6,492 New