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 %
TW
851
Transform Wealth
Colorado
$73.5M +$6.09M +24,316 +9%
CIS
852
Capital International Sarl
California
$73.2M -$4.25M -16,970 -5%
FSA
853
Fort Sheridan Advisors
Illinois
$73.1M -$448K -1,790 -0.6%
NB
854
NBT Bank
New York
$73.1M -$5.83M -23,276 -7%
SQA
855
Simon Quick Advisors
New Jersey
$72.9M -$598K -2,388 -0.8%
CCG
856
Ceeto Capital Group
Florida
$72.9M -$755K -3,015 -1%
FTWA
857
Fifth Third Wealth Advisors
Ohio
$72.9M +$3.12M +12,466 +4%
LFG
858
Larson Financial Group
Missouri
$72.8M +$25.7M +102,631 +55%
BFG
859
Bouchey Financial Group
New York
$72.6M +$2.37M +9,466 +3%
MGP
860
M&G plc
United Kingdom
$72.3M -$935K -3,739 -1%
WCM
861
Wedge Capital Management
North Carolina
$72.1M +$1.04M +4,142 +1%
GHA
862
GW Henssler & Associates
Georgia
$72M -$560K -2,402 -0.8%
SF
863
Summit Financial
New Jersey
$71.7M +$7.77M +31,008 +12%
AG
864
AlTi Global
New York
$71.7M -$6.62M -27,501 -8%
RCM
865
RB Capital Management
Nevada
$71.6M -$4.14M -16,535 -5%
WOC
866
West Oak Capital
California
$71.5M +$10K +4 +0%
LI
867
LMCG Investments
Massachusetts
$71.5M -$4.88M -19,505 -6%
BST
868
Bath Savings Trust
Maine
$71.4M -$571K -2,280 -0.8%
SAM
869
Shikiar Asset Management
New York
$71.4M -$787K -3,143 -1%
FB
870
Fulton Bank
Pennsylvania
$71.3M -$1.3M -5,191 -2%
HH
871
Hilltop Holdings
Texas
$71.2M +$1.7M +6,775 +2%
EDRH
872
Edmond de Rothschild Holding
Switzerland
$71.1M -$11.2M -44,588 -14%
KWA
873
Kingswood Wealth Advisors
California
$71.1M -$13.3M -53,023 -16%
BFA
874
Beaumont Financial Advisors
Massachusetts
$70.8M -$644K -2,571 -0.9%
BGIM
875
Boussard & Gavaudan Investment Management
United Kingdom
$70.8M +$70.8M +280,600 New