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 %
NRWA
5401
North Ridge Wealth Advisors
Oregon
$418K -$57.9K -231 -12%
AWA
5402
Arbor Wealth Advisors
Michigan
$415K +$50.1K +200 +14%
JSA
5403
Jacobson & Schmitt Advisors
Wisconsin
$413K
MC
5404
McCarthy & Cox
Ohio
$412K -$30K -120 -7%
CC
5405
Cultivar Capital
Texas
$410K
KWM
5406
KMT Wealth Management
California
$409K +$409K +1,633 New
LIM
5407
Letson Investment Management
Georgia
$407K +$18.8K +75 +5%
PFA
5408
Portland Financial Advisors
New York
$406K +$406K +1,622 New
EWA
5409
EQ Wealth Advisors
Texas
$406K +$406K +1,620 New
CIA
5410
Citadel Investment Advisory
Ohio
$401K
PWP
5411
Parkwoods Wealth Partners
New York
$400K +$5.01K +20 +1%
WWP
5412
Wise Wealth Partners
Arizona
$400K +$400K +1,595 New
AI
5413
ArchPoint Investors
Florida
$397K
ARA
5414
Alexander Randolph Advisory
Virginia
$397K -$67.1K -268 -14%
PWM
5415
Pacific Wealth Management
California
$396K
BIM
5416
Breakwater Investment Management
Washington
$392K -$67.4K -269 -15%
BWS
5417
BCR Wealth Strategies
Alabama
$391K +$6.26K +25 +2%
UFA
5418
Uptown Financial Advisors
Texas
$387K +$387K +1,545 New
MIM
5419
Meixler Investment Management
Arizona
$386K -$27.8K -111 -7%
PCM
5420
Peirce Capital Management
Texas
$386K
KCAM
5421
Kagan Cocozza Asset Management
New Jersey
$386K +$386K +1,540 New
EFP
5422
Envision Financial Planning
Tennessee
$385K +$85.1K +340 +28%
BAWM
5423
Bennett Associates Wealth Management
Pennsylvania
$384K +$384K +1,535 New
VAG
5424
Vannoy Advisory Group
Texas
$384K
RWS
5425
Retirement Wealth Solutions
Wisconsin
$383K +$383K +1,618 New