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 %
CPM
4926
Connective Portfolio Management
New York
$1.36M +$1.36M +5,420 New
FIBT
4927
First International Bank & Trust
North Dakota
$1.35M -$203K -811 -13%
SCM
4928
Sirios Capital Management
Massachusetts
$1.35M -$46.8K -187 -3%
FPW
4929
Flagship Private Wealth
Massachusetts
$1.34M +$501 +2 +0%
OC
4930
Optima Capital
Oregon
$1.34M +$1.34M +5,353 New
TWM
4931
TSA Wealth Management
Texas
$1.32M +$5.01K +20 +0.4%
PWH
4932
Priebe Wealth Holdings
Minnesota
$1.32M +$142K +566 +12%
KDA
4933
Kraft Davis & Associates
Missouri
$1.32M -$103K -439 -7%
MFG
4934
Mainsail Financial Group
Washington
$1.31M +$250 +1 +0%
CFS
4935
Compass Financial Services
Iowa
$1.31M +$1.31M +5,241 New
LA
4936
LWM Advisors
California
$1.31M +$1.31M +5,240 New
BFP
4937
Beacon Financial Planning
Massachusetts
$1.31M +$751 +3 +0.1%
GWM
4938
Guardian Wealth Management
Illinois
$1.31M +$1.25K +5 +0.1%
BC
4939
Barnett & Company
Tennessee
$1.31M +$103K +412 +9%
HCP
4940
Hardin Capital Partners
South Carolina
$1.31M +$20.5K +82 +2%
BCG
4941
BayBridge Capital Group
California
$1.31M +$163K +650 +14%
TFP
4942
TrueWealth Financial Partners
Washington
$1.3M
CW
4943
Curio Wealth
Maryland
$1.3M +$1.3M +5,205 New
JFG
4944
JMG Financial Group
Illinois
$1.3M -$62.1K -248 -5%
OKSA
4945
O'Keefe Stevens Advisory
New York
$1.3M +$257K +1,026 +25%
E
4946
EntreWealth
Texas
$1.3M +$1.3M +5,744 New
CCA
4947
Covey Capital Advisors
Georgia
$1.3M
TFO
4948
Timonier Family Office
North Carolina
$1.3M +$1.3M +5,181 New
SWM
4949
Sanctuary Wealth Management
Idaho
$1.29M
WCM
4950
Warburton Capital Management
Oklahoma
$1.29M +$1.29M +5,167 New