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 %
DC
5176
Darrow Company
Massachusetts
$852K
TFP
5177
Traction Financial Partners
Wyoming
$851K +$19.8K +79 +2%
DFA
5178
DHK Financial Advisors
New Hampshire
$848K
SRCM
5179
Signature Resources Capital Management
California
$846K +$501 +2 +0.1%
LSL
5180
Legacy Solutions LLC
Pennsylvania
$845K +$845K +3,373 New
FPCG
5181
Forum Private Client Group
Indiana
$842K +$174K +695 +26%
BHCM
5182
Brevan Howard Capital Management
Jersey
$840K +$840K +3,353 New
JF
5183
Joule Financial
Kentucky
$837K +$47.3K +189 +6%
EC
5184
Enhancing Capital
Pennsylvania
$836K +$836K +3,338 New
NL
5185
NDWM LLC
California
$831K +$501 +2 +0.1%
MLIC
5186
Mandatum Life Insurance Company
Finland
$831K -$75.1K -300 -8%
OFG
5187
Opulen Financial Group
Virginia
$830K +$830K +3,316 New
BWA
5188
BCU Wealth Advisors
Illinois
$828K +$751 +3 +0.1%
SW
5189
Schulz Wealth
Texas
$827K -$67.1K -268 -8%
MLRA
5190
Main Line Retirement Advisors
Montana
$825K +$14K +56 +2%
AWP
5191
Avid Wealth Partners
Texas
$822K -$92.9K -371 -10%
LWMT
5192
Legacy Wealth Management (Tennessee)
Tennessee
$821K +$7.51K +30 +0.9%
DWM
5193
Daner Wealth Management
Georgia
$819K +$819K +3,447 New
IWM
5194
IMG Wealth Management
Florida
$817K +$817K +3,264 New
AFS
5195
Axiom Financial Strategies
Indiana
$816K -$99.7K -398 -11%
AAM
5196
Ameraudi Asset Management
New York
$816K
SS
5197
Sound Stewardship
Kansas
$816K +$22.8K +91 +3%
CI
5198
Cavalier Investments
Georgia
$814K -$6.1M -24,375 -88%
OAM
5199
Oberweis Asset Management
Illinois
$812K -$12.3K -49 -1%
LKBC
5200
L.K. Benson & Company
Maryland
$812K +$812K +3,242 New