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 %
FG
1001
Fiduciary Group
Georgia
$56.7M +$979K +3,909 +2%
FA
1002
Fiduciary Alliance
South Carolina
$56.6M +$8.19M +32,724 +17%
PWMAG
1003
Pinnacle Wealth Management Advisory Group
New Jersey
$56.6M -$503K -2,008 -0.9%
NAAA
1004
New Age Alpha Advisors
New York
$56.6M +$56.5M +225,732 +214,983%
VCM
1005
Vision Capital Management
Oregon
$56.5M -$595K -2,375 -1%
KF
1006
Krilogy Financial
Missouri
$56.2M -$1.77M -7,067 -3%
HTIM
1007
Harbour Trust & Investment Management
Indiana
$55.9M -$577K -2,303 -1%
SWA
1008
SFMG Wealth Advisors
Texas
$55.9M +$203K +809 +0.4%
MSA
1009
MUFG Securities Americas
New York
$55.9M +$55.9M +223,134 New
CM
1010
Churchill Management
California
$55.8M +$508K +2,028 +0.9%
ST
1011
Spinnaker Trust
Maine
$55.7M +$978K +3,905 +2%
JWM
1012
JGP Wealth Management
Oregon
$55.4M +$357K +1,424 +0.6%
LG
1013
LaFleur & Godfrey
Michigan
$55.4M -$1.84M -7,340 -3%
ET
1014
Equitable Trust
Tennessee
$55.3M +$528K +2,109 +1%
BP
1015
BBR Partners
New York
$55.3M +$6.5M +25,942 +13%
CAM
1016
Columbia Asset Management
Michigan
$55.3M -$1.59M -6,365 -3%
WB
1017
Webster Bank
Connecticut
$55.2M -$1.01M -4,038 -2%
DQRIM
1018
Dale Q Rice Investment Management
Washington
$55.2M +$55.2M +220,298 New
PFS
1019
Physicians Financial Services
North Carolina
$55.1M +$408K +1,629 +0.7%
AIM
1020
Artemis Investment Management
United Kingdom
$55.1M -$111M -444,419 -67%
PS
1021
Principal Securities
Iowa
$55M +$4.23M +16,880 +8%
AMI
1022
Amica Mutual Insurance
Rhode Island
$54.8M -$3.07M -12,264 -5%
AA
1023
ALPS Advisors
Colorado
$54.8M +$175K +700 +0.3%
PAG
1024
Private Advisory Group
Washington
$54.7M +$1.03M +4,114 +2%
MAM
1025
Martingale Asset Management
Massachusetts
$54.7M -$8.65M -34,554 -14%