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 %
SIA
5276
Stegner Investment Associates
Kentucky
$664K +$6.76K +27 +1%
YWM
5277
Yardley Wealth Management
Pennsylvania
$663K +$248K +1,016 +60%
TCTWM
5278
Three Cord True Wealth Management
Pennsylvania
$662K +$662K +2,644 New
BI
5279
Berkeley Inc
Idaho
$662K -$662K -2,643 -50%
AFA
5280
Alpha Financial Advisors
North Carolina
$661K -$47.3K -189 -7%
SMAM
5281
Sugar Maple Asset Management
Wisconsin
$659K -$488K -1,947 -43%
CWM
5282
Consultiva Wealth Management
Puerto Rico
$657K +$640K +2,555 +3,650%
AAG
5283
Avalon Advisory Group
Pennsylvania
$657K
PPW
5284
PACK Private Wealth
Minnesota
$654K
MA
5285
MAS Advisors
Florida
$653K
PWS
5286
Peloton Wealth Strategists
Indiana
$653K +$62.1K +248 +11%
BCM
5287
Beddow Capital Management
Wyoming
$651K
PWA
5288
Principia Wealth Advisory
Texas
$648K +$648K +2,589 New
LEFP
5289
Leading Edge Financial Planning
Tennessee
$644K -$17K -68 -3%
EFG
5290
Erickson Financial Group
Pennsylvania
$643K
FAG
5291
Financial Architects (Georgia)
Georgia
$637K -$42.6K -170 -6%
SA
5292
Sunesis Advisors
Kansas
$636K +$115K +460 +22%
DIS
5293
Diversified Investment Strategies
Louisiana
$635K -$20K -80 -3%
LWP
5294
Laurel Wealth Planning
Minnesota
$629K -$42.1K -168 -6%
RHJA
5295
Rice Hall James & Associates
California
$629K
WTG
5296
West Tower Group
Virginia
$626K +$501K +2,000 +400%
DMKJ
5297
David M. Knott Jr
$625K
LI
5298
Louisbourg Investments
New Brunswick, Canada
$622K
SC
5299
Shearwater Capital
Colorado
$617K -$8.77K -35 -1%
VF
5300
Vestment Financial
Minnesota
$616K +$616K +2,535 New