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 %
PA
1201
PFG Advisors
Arizona
$42.8M -$2.21M -8,840 -5%
CT
1202
Colonial Trust
South Carolina
$42.7M +$2.37M +9,453 +6%
RA
1203
RFG Advisory
Alabama
$42.7M +$1.27M +5,086 +3%
CA
1204
Callahan Advisors
Texas
$42.7M -$967K -3,863 -2%
SMC
1205
Smith, Moore & Co
Missouri
$42.5M +$1.21M +4,824 +3%
SAM
1206
SignalPoint Asset Management
Missouri
$42.5M -$487K -1,946 -1%
GAM
1207
Guinness Asset Management
United Kingdom
$42.5M +$3.83M +15,302 +10%
MIA
1208
MainStreet Investment Advisors
Illinois
$42.5M -$945K -3,775 -2%
PFBT
1209
Parkside Financial Bank & Trust
Missouri
$42.5M -$482K -1,926 -1%
C
1210
Certuity
Florida
$42.4M +$2.29M +9,158 +6%
CAM
1211
Cozad Asset Management
Illinois
$42.4M +$1.72M +6,861 +4%
MCM
1212
Mengis Capital Management
Oregon
$42.4M -$171K -682 -0.4%
GS
1213
GTS Securities
New York
$42.4M -$6.5M -25,972 -13%
FNA
1214
First National Advisers
Nebraska
$42.3M +$750K +2,993 +2%
BWA
1215
Bordeaux Wealth Advisors
California
$42.3M -$671K -2,680 -2%
QIM
1216
Quantitative Investment Management
Virginia
$42.3M +$26.1M +104,091 +160%
SN
1217
Sittner & Nelson
Oregon
$42.3M -$132K -528 -0.3%
BFG
1218
Berger Financial Group
Minnesota
$42.2M -$624K -2,493 -1%
JA
1219
JLB & Associates
Michigan
$42.1M -$1.11M -4,429 -3%
SIG
1220
Sargent Investment Group
Maryland
$41.9M +$5.48M +23,389 +15%
TAM
1221
Trust Asset Management
Texas
$41.8M
GIA
1222
GHP Investment Advisors
Colorado
$41.7M -$571K -2,281 -1%
BTI
1223
Blue Trust Inc
Georgia
$41.7M -$9.51M -37,970 -19%
WPC
1224
Waters Parkerson & Co
Louisiana
$41.7M +$685K +2,737 +2%
MWA
1225
Miller Wealth Advisors
Colorado
$41.6M -$715K -2,855 -2%