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 %
MCB
5301
Morton Community Bank
Illinois
$612K
MIOT
5302
Massachusetts Institute of Technology
Massachusetts
$608K +$608K +2,410 New
LW
5303
Lauer Wealth
Indiana
$606K -$49.6K -198 -8%
BWA
5304
Bestgate Wealth Advisors
Maryland
$606K +$606K +2,420 New
HIA
5305
Harvest Investment Advisors
Florida
$603K -$310K -1,236 -34%
MS
5306
Mizuho Securities
Japan
$603K +$368K +1,460 +157%
DC
5307
Dahring Cusmano
Michigan
$603K +$603K +2,406 New
FCM
5308
Fairholme Capital Management
Florida
$601K
OFO
5309
OneAscent Family Office
Alabama
$600K +$600K +2,395 New
GSC
5310
Ground Swell Capital
South Carolina
$600K -$1.52M -6,085 -72%
AC
5311
AIFG Consultants
New York
$598K -$46.1K -184 -7%
LF
5312
LifePlan Financial
Minnesota
$598K -$32.8K -131 -5%
NWA
5313
Navis Wealth Advisors
New York
$598K +$15.3K +61 +3%
VI
5314
Versor Investments
New York
$597K +$597K +2,384 New
RC
5315
Randolph Company
Ohio
$592K -$11.5K -46 -2%
CA
5316
Corrado Advisors
New Jersey
$590K -$59.8K -239 -9%
SSF
5317
Southern Style Financial
California
$588K +$588K +2,345 New
ACM
5318
Arlington Capital Management
Illinois
$586K -$41.3K -165 -7%
JPT
5319
Jordan Park Trust
New Hampshire
$584K +$584K +2,334 New
VWA
5320
VERITY Wealth Advisors
United States
$580K
ACM
5321
Absolute Capital Management
Pennsylvania
$580K -$27.2K -108 -4%
SC
5322
Scholtz & Company
Connecticut
$578K -$286K -1,143 -33%
KA
5323
Keene & Associates
Texas
$574K +$43.1K +172 +8%
LFG
5324
Leverty Financial Group
Wisconsin
$568K -$87.6K -350 -13%
GWM
5325
Global Wealth Management
New Jersey
$564K +$501 +2 +0.1%