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 %
PWM
5201
PMG Wealth Management
Illinois
$809K +$809K +3,232 New
CFG
5202
Cornerstone Financial Group
Nebraska
$808K +$808K +3,228 New
KC
5203
Kinloch Capital
Virginia
$808K -$12.5K -50 -2%
HAM
5204
Hickory Asset Management
Ohio
$807K +$807K +3,224 New
MNA
5205
Manning & Napier Advisors
New York
$806K -$38.5M -153,854 -98%
CCA
5206
Cravens & Co Advisors
Tennessee
$806K -$9.77K -39 -1%
LWM
5207
Level Wealth Management
North Carolina
$801K +$801K +3,200 New
CC
5208
Citrine Capital
California
$801K +$801K +3,198 New
EI
5209
Ecofi Investissements
France
$800K -$46.4K -200 -5%
ACM
5210
Anfield Capital Management
California
$800K -$107K -427 -12%
OA
5211
Oceanside Advisors
South Carolina
$799K +$123K +493 +18%
JFGLC
5212
Johnson Financial Group LLC (Colorado)
Colorado
$792K -$36.8K -147 -4%
GCWM
5213
Graham Capital Wealth Management
District of Columbia
$789K
SA
5214
SRN Advisors
Pennsylvania
$788K -$263K -1,051 -25%
SCA
5215
Stuart Chaussee & Associates
California
$785K +$71.9K +287 +10%
Q1WB
5216
Quest 10 Wealth Builders
Virginia
$785K +$785K +3,134 New
AI
5217
Arrien Investments
Idaho
$785K -$35.4K -149 -4%
CEI
5218
Clark Estates Inc
New York
$779K
BFA
5219
Bluestem Financial Advisors
Illinois
$777K +$23.5K +94 +3%
WSFG
5220
Wall Street Financial Group
Illinois
$777K +$176K +704 +29%
LIS
5221
Legacy Investment Solutions
Idaho
$776K +$17.5K +77 +2%
LWMI
5222
Legacy Wealth Management (Idaho)
Idaho
$776K +$17.5K +77 +2%
WG
5223
Watchman Group
Texas
$772K -$133K -532 -15%
MWM
5224
Magnolia Wealth Management
Alabama
$770K -$1.5K -6 -0.2%
BAM
5225
Boyar Asset Management
New York
$769K