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 %
DWM
501
Dakota Wealth Management
Florida
$168M -$4.07M -16,262 -2%
BRWA
502
B. Riley Wealth Advisors
Florida
$167M -$18.3M -73,026 -10%
ETC
503
Exchange Traded Concepts
Oklahoma
$166M +$65.2M +260,271 +64%
NIM
504
Northeast Investment Management
Massachusetts
$166M -$1.95M -7,806 -1%
CIC
505
Carnegie Investment Counsel
Ohio
$166M +$3.47M +13,844 +2%
BCM
506
Becker Capital Management
Oregon
$166M -$1.9M -7,586 -1%
LNWWM
507
Laird Norton Wetherby Wealth Management
California
$166M -$11.3M -45,082 -6%
ACM
508
Argent Capital Management
Missouri
$165M -$3.56M -14,230 -2%
SCTC
509
Sanibel Captiva Trust Company
Florida
$165M -$3.56M -14,209 -2%
CA
510
Cullinan Associates
Kentucky
$164M -$24.4M -97,556 -13%
FAB
511
First American Bank
Illinois
$164M -$1.75M -6,976 -1%
DT
512
Diversified Trust
Tennessee
$164M +$12.3M +49,309 +8%
SCM
513
Sterling Capital Management
North Carolina
$164M +$6.74M +26,932 +4%
BAAM
514
Baker Avenue Asset Management
California
$163M +$32.9M +131,537 +25%
ACI
515
Alpha Cubed Investments
California
$163M -$3.05M -12,167 -2%
OIA
516
OneDigital Investment Advisors
Kansas
$163M -$8.97M -35,833 -5%
MGIA
517
Moneta Group Investment Advisors
Missouri
$160M +$2.33M +9,297 +1%
ABC
518
Associated Banc-Corp
Wisconsin
$159M -$6.36M -25,411 -4%
SYBT
519
Stock Yards Bank & Trust
Kentucky
$159M -$8.82M -35,221 -5%
MJRIC
520
Mogy Joel R Investment Counsel
California
$158M -$1.21M -4,813 -0.8%
AM
521
AGF Management
Ontario, Canada
$158M +$40.5M +161,715 +34%
BSA
522
Braun Stacey Associates
New York
$158M -$3.12M -12,453 -2%
UBP
523
Union Bancaire Privee
Switzerland
$158M +$158M +667,006 New
LCM
524
Logan Capital Management
Pennsylvania
$158M -$11.4M -45,365 -7%
HIIFS
525
Harel Insurance Investments & Financial Services
Israel
$157M +$588K +2,350 +0.4%