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 %
LIA
801
LS Investment Advisors
Michigan
$80.8M -$929K -3,709 -1%
JWBC
802
J.W. Burns & Co
New York
$80.7M -$2.5M -9,965 -3%
BIAS
803
Beacon Investment Advisory Services
New Jersey
$80.7M +$360K +1,436 +0.4%
NFC
804
Northeast Financial Consultants
Connecticut
$80.6M +$260K +1,039 +0.3%
EC
805
Elequin Capital
New York
$80.1M +$80.1M +320,000 New
NMIFOAC
806
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$80M
HCM
807
Himalaya Capital Management
Washington
$79.6M
BFO
808
Boston Family Office
Massachusetts
$79.4M -$486K -1,942 -0.6%
GAI
809
General American Investors
New York
$79.1M
Capstone Investment Advisors
810
Capstone Investment Advisors
New York
$79.1M +$77.9M +311,162 +6,738%
SRIM
811
Saratoga Research & Investment Management
California
$78.7M -$4.52M -18,059 -5%
CDDEC
812
Caisse Des Depots Et Consignations
France
$78.5M +$78.5M +313,459 New
MA
813
Montag & Associates
Georgia
$78.4M -$586K -2,341 -0.7%
MWM
814
Modern Wealth Management
Kansas
$78.2M +$52.2M +208,360 +200%
NEI
815
Northwest & Ethical Investments
Ontario, Canada
$78M -$799K -3,191 -1%
WTA
816
Washington Trust Advisors
Massachusetts
$77.9M -$775K -3,093 -1%
ACM
817
Aljian Capital Management
Nevada
$77.9M -$541K -2,159 -0.7%
TA
818
TRB Advisors
New York
$77.6M
BC
819
Belmont Capital
California
$77.6M -$14M -55,906 -15%
RC
820
Roundview Capital
New Jersey
$77.4M +$1.97M +7,885 +3%
SVWAG
821
Sound View Wealth Advisors Group
Georgia
$77.4M +$38.6K +154 +0%
BFIM
822
Beese Fulmer Investment Management
Ohio
$77.4M -$455K -1,817 -0.6%
CSUI
823
Cincinnati Specialty Underwriters Insurance
Ohio
$77.1M
BBA
824
BLB&B Advisors
Pennsylvania
$76.9M -$2.76M -11,011 -3%
CFO
825
Callan Family Office
Pennsylvania
$76.5M +$58.1M +232,105 +316%