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 %
IWM
5326
Inlight Wealth Management
Georgia
$563K +$563K +2,249 New
SPA
5327
Sherbrooke Park Advisers
New York
$559K +$116K +462 +26%
SFA
5328
Semmax Financial Advisors
North Carolina
$553K +$58.2K +241 +12%
SC
5329
Schoolcraft Capital
Colorado
$551K
ACM
5330
Andina Capital Management
Utah
$550K -$17.3K -69 -3%
ONGA
5331
O'Neil Global Advisors
California
$548K -$8.67M -34,650 -94%
BCMIO
5332
Beacon Capital Management Inc (Ohio)
Ohio
$545K -$11.3K -45 -2%
GIA
5333
Goodwin Investment Advisory
Georgia
$544K +$4.01K +16 +0.7%
HWP
5334
Hibernia Wealth Partners
Louisiana
$539K -$2.62M -10,454 -83%
BRIA
5335
Balanced Rock Investment Advisors
Massachusetts
$538K +$24.5K +98 +5%
HAS
5336
Horizon Advisory Services
New York
$538K -$19K -76 -3%
CWA
5337
Continuum Wealth Advisors
New York
$536K +$66.4K +265 +14%
KWAG
5338
Kiely Wealth Advisory Group
North Carolina
$536K
HHRDM
5339
H&H Retirement Design & Management
Nevada
$535K -$66.6K -271 -11%
OFG
5340
Orcam Financial Group
California
$533K -$5.51K -22 -1%
NFP
5341
NorthLanding Financial Partners
New York
$531K +$250 +1 +0%
HWM
5342
Hassell Wealth Management
Louisiana
$526K +$238 +1 +0%
MCP
5343
Martin Capital Partners
Oregon
$526K -$310K -1,236 -37%
NI
5344
NFC Investments
Tennessee
$526K
KAM
5345
Kraft Asset Management
Tennessee
$525K -$24K -101 -4%
APW
5346
Atlantic Private Wealth
North Carolina
$523K +$80.4K +321 +18%
TFM
5347
Trademark Financial Management
Minnesota
$522K -$14.5K -58 -3%
AP
5348
Aspect Partners
Virginia
$518K -$4.01K -16 -0.8%
CWA
5349
Carolina Wealth Advisors
South Carolina
$516K -$357K -1,427 -41%
BI
5350
BFI Infinity
Switzerland
$516K +$516K +2,060 New