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 %
GFA
5051
Grunden Financial Advisory
Texas
$1.08M +$276K +1,101 +34%
TBC
5052
Ted Buchan & Co
California
$1.08M -$45.8K -183 -4%
COA
5053
Crown Oak Advisors
California
$1.08M +$1.08M +4,313 New
WAM
5054
Wolverine Asset Management
Illinois
$1.08M +$1.08M +4,305 New
RWM
5055
Reston Wealth Management
Virginia
$1.08M -$39.6K -158 -4%
PWP
5056
Phillips Wealth Planners
Mississippi
$1.07M -$273K -1,153 -20%
HA
5057
HFG Advisors
Ohio
$1.07M +$40.3K +161 +4%
KRW
5058
Kaufman Rossin Wealth
Florida
$1.07M +$1.07M +4,262 New
AAA
5059
AG Asset Advisory
California
$1.07M +$1.07M +4,261 New
VWA
5060
Valued Wealth Advisors
Utah
$1.07M +$81.9K +327 +8%
RA
5061
Rise Advisors
New York
$1.07M -$49.6K -198 -4%
SWIA
5062
Solano Wealth Investment Advisors
California
$1.06M +$1.06M +4,252 New
TIM
5063
Thornburg Investment Management
New Mexico
$1.06M -$997K -3,982 -48%
CAWM
5064
Capital A Wealth Management
Pennsylvania
$1.06M +$1.06M +4,243 New
LIWM
5065
Long Island Wealth Management
New York
$1.06M +$15K +60 +1%
BP
5066
BCK Partners
New York
$1.06M -$25K -100 -2%
GCM
5067
Galibier Capital Management
Ontario, Canada
$1.06M -$351K -1,400 -25%
WAG
5068
Windsor Advisory Group
Ohio
$1.06M -$286K -1,143 -21%
THL
5069
Tillman Hartley LLC
Colorado
$1.06M -$94.7K -378 -8%
SPWM
5070
Straight Path Wealth Management
Michigan
$1.05M -$2.25K -9 -0.2%
MAM
5071
Marquette Asset Management
Minnesota
$1.05M -$2.13M -8,505 -67%
PSB
5072
Passumpsic Savings Bank
Vermont
$1.04M +$157K +626 +18%
IDBONY
5073
Israel Discount Bank of New York
New York
$1.04M -$18.3K -73 -2%
S
5074
ShariaPortfolio
Florida
$1.04M +$50.1K +200 +5%
SAIG
5075
Semper Augustus Investments Group
Colorado
$1.04M