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 %
FFO
5351
Fiduciary Family Office
Florida
$514K -$110M -437,417 -100%
NHFG
5352
New Harbor Financial Group
Massachusetts
$514K -$5.01K -20 -1%
EF
5353
Envision Financial
Wisconsin
$512K +$512K +2,043 New
TF
5354
Theory Financial
Colorado
$509K +$250K +1,000 +97%
SFM
5355
Stack Financial Management
Montana
$506K -$20K -80 -4%
MFG
5356
Marmo Financial Group
Tennessee
$505K +$10.3K +41 +2%
DJFS
5357
Dean Jacobson Financial Services
Texas
$504K +$14K +56 +3%
IVP
5358
Intrinsic Value Partners
Arizona
$504K
KSWA
5359
Kathleen S. Wright Associates
Pennsylvania
$501K +$50.1K +200 +11%
BTIM
5360
BancFirst Trust & Investment Management
Oklahoma
$500K
CWP
5361
Corepath Wealth Partners
Arizona
$500K -$112K -478 -18%
IA
5362
IFS Advisors
Kansas
$500K +$56.6K +226 +13%
SA
5363
swisspartners Advisors
Switzerland
$497K
IMC
5364
Investment Management Corporation
Virginia
$496K +$496K +1,982 New
FIG
5365
FSA Investment Group
Florida
$495K +$495K +2,123 New
TCPW
5366
Twin City Private Wealth
North Carolina
$494K +$243K +970 +97%
AFC
5367
Adaptive Financial Consulting
Ohio
$493K -$37.6K -150 -7%
CRFG
5368
Columbia River Financial Group
Washington
$492K +$492K +1,968 New
AA
5369
ArborFi Advisors
Michigan
$492K +$492K +1,963 New
BAM
5370
Beaumont Asset Management
Texas
$491K -$7.51K -30 -2%
CWI
5371
Conscious Wealth Investments
Florida
$489K +$1.84K +8 +0.4%
SHF
5372
Stage Harbor Financial
Massachusetts
$485K -$64.6K -258 -12%
KV
5373
Kickstand Ventures
New York
$484K -$46.8K -187 -9%
ITB
5374
Idaho Trust Bank
Idaho
$484K -$200K -799 -29%
ATC
5375
Advantage Trust Company
Kansas
$465K -$62.6K -250 -12%