5,580 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, 2,580 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,580
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
44.44%
New
729
Increased
1,984
Reduced
2,580
Closed
97
Calls
$66.2B
Puts
$65.4B
Net Calls
+$853M
Net Calls Change
-$7.65B
Name Holding Trade Value Shares
Change
Shares
Change %
DEM
5551
Disciplined Equity Management
Florida
$167K
1L
5552
10Elms LLP
Oklahoma
$163K +$163K +650 New
MCA
5553
Midwest Capital Advisors
Michigan
$151K +$151K +603 New
SIP
5554
Sellwood Investment Partners
Oregon
$147K +$147K +589 New
GIS
5555
Grayhawk Investment Strategies
Alberta, Canada
$147K
DCM
5556
Disciplina Capital Management
Tennessee
$147K +$250 +1 +0.2%
CF
5557
Collier Financial
Colorado
$140K +$140K +561 New
WW
5558
Winnow Wealth
Texas
$111K +$111K +445 New
AIM
5559
Access Investment Management
Georgia
$104K
TPW
5560
Talon Private Wealth
Florida
$102K -$96.2K -384 -49%
BAM
5561
BOCHK Asset Management
Hong Kong
$100K -$75.1K -300 -43%
CPA
5562
Compass Planning Associates
Massachusetts
$96K +$96K +383 New
BC
5563
Bayforest Capital
United Kingdom
$88.9K +$88.9K +355 New
FS
5564
Financially Speaking
Colorado
$83.5K +$83.5K +333 New
TIAAOA
5565
Teachers Insurance & Annuity Association of America
New York
$82.6K
MDCM
5566
Morgan Dempsey Capital Management
Wisconsin
$82.6K
PFA
5567
Pillar Financial Advisors
Kentucky
$82.2K +$82.2K +328 New
PS
5568
PayPay Securities
Japan
$81.9K -$18.5K -74 -18%
CJH
5569
Christopher J. Hasenberg
Wisconsin
$76.9K +$250 +1 +0.3%
LSV Asset Management
5570
LSV Asset Management
Illinois
$65K +$65K +260 New
CF
5571
Conquis Financial
California
$62.9K +$62.9K +251 New
GCGDR
5572
Geo Capital Gestora de Recursos
Brazil
$62K -$4.29K -17 -6%
WMS
5573
Wealth Management Strategies
Pennsylvania
$48.3K +$48.3K +19,297 New
NS
5574
NBC Securities
Alabama
$35K -$47.9M -190,227 -100%
AT
5575
Avenir Tech
Hong Kong
$25K