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 %
CCMIC
5501
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$272K -$22.5K -90 -8%
VWM
5502
VanWeelden Wealth Management
Ohio
$270K +$270K +1,077 New
AC
5503
Applied Capital
Arkansas
$269K -$19.5K -78 -7%
BI
5504
Bulldog Investors
New Jersey
$269K +$269K +1,100 New
BCM
5505
Brookmont Capital Management
Texas
$267K +$33.8K +135 +15%
AFO
5506
Aurelius Family Office
New Hampshire
$265K +$265K +1,057 New
GCM
5507
Gator Capital Management
Florida
$263K +$263K +1,052 New
RR
5508
Robotti Robert
$263K +$250 +1 +0.1%
CI
5509
Chartist Inc
California
$263K -$4.51K -18 -2%
MFFIA
5510
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$260K
JBW
5511
Journey Beyond Wealth
Georgia
$258K +$258K +1,030 New
BFP
5512
Brewster Financial Planning
New York
$254K +$254K +1,013 New
RWP
5513
Ridgeline Wealth Planning
Ohio
$252K +$252K +1,007 New
APW
5514
Axim Planning & Wealth
Ohio
$250K -$21.8K -87 -8%
SFP
5515
Sherwood Financial Partners
California
$250K +$250K +999 New
TFP
5516
Triune Financial Partners
Kansas
$246K +$250 +1 +0.1%
KFGG
5517
Keystone Financial Group (Georgia)
Georgia
$245K +$245K +977 New
SFG
5518
Sage Financial Group
Pennsylvania
$245K
TPM
5519
Triasima Portfolio Management
Quebec, Canada
$243K +$243K +970 New
ZIMP
5520
Zimmermann Investment Management & Planning
Pennsylvania
$242K -$13.5M -53,691 -98%
CCM
5521
Causeway Capital Management
California
$241K +$5.51K +22 +2%
Qube Research & Technologies (QRT)
5522
Qube Research & Technologies (QRT)
United Kingdom
$236K -$317M -1,261,760 -100%
SIAM
5523
Sterling Investment Advisors (Missouri)
Missouri
$232K
CIA
5524
Compass Investment Advisers
Oregon
$232K +$232K +927 New
LFWA
5525
LBJ Family Wealth Advisors
Texas
$229K -$7.26K -29 -3%