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 %
GFM
5376
GEN Financial Management
Minnesota
$462K +$462K +1,847 New
WLG
5377
Williamson Legacy Group
Indiana
$460K -$171K -683 -27%
IIM
5378
Ironwood Investment Management
Massachusetts
$460K
KP
5379
Kitching Partners
Pennsylvania
$456K +$107K +427 +31%
EFMH
5380
E Fund Management (HK)
Hong Kong
$453K +$433K +1,730 +2,163%
ETS
5381
ESL Trust Services
New York
$451K +$100K +400 +29%
BFA
5382
Brown Financial Advisory
Alabama
$450K +$108K +433 +32%
AA
5383
AF Advisors
California
$449K +$250 +1 +0.1%
WBWA
5384
William B. Walkup & Associates
South Carolina
$448K +$3.76K +15 +0.8%
GWA
5385
Gutierrez Wealth Advisory
Arkansas
$446K +$446K +1,783 New
SGI
5386
Swan Global Investments
Colorado
$445K +$187K +748 +73%
SF
5387
Strategent Financial
Virginia
$441K +$441K +1,762 New
BWA
5388
Babb Wealth Advisors
Arizona
$437K +$437K +1,745 New
DC
5389
Dorval Corp
Minnesota
$435K +$9.77K +39 +2%
CIM
5390
Contravisory Investment Management
Massachusetts
$435K +$43.3K +173 +11%
JSA
5391
Jim Saulnier & Associates
Colorado
$435K +$5.01K +20 +1%
LFA
5392
Livelsberger Financial Advisory
Ohio
$433K +$501 +2 +0.1%
MFG
5393
Mendota Financial Group
Wisconsin
$433K -$146K -583 -25%
SC
5394
Schiavi & Co
Delaware
$429K -$8.26K -33 -2%
FWM
5395
FLP Wealth Management
Arkansas
$428K +$428K +1,708 New
DRS
5396
Deane Retirement Strategies
Louisiana
$427K
RCM
5397
Richardson Capital Management
Wisconsin
$424K
MSA
5398
Marathon Strategic Advisors
Pennsylvania
$422K -$5.01K -20 -1%
BWM
5399
Buska Wealth Management
Wisconsin
$421K
CCM
5400
Ciovacco Capital Management
Georgia
$420K -$250 -1 -0.1%