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 %
WCF
1251
West Coast Financial
California
$40.3M -$61.1K -244 -0.2%
GWM
1252
Geneos Wealth Management
Colorado
$40.3M -$5.56M -22,188 -12%
LSPW
1253
Lake Street Private Wealth
Illinois
$40.3M -$3.83M -15,305 -9%
KLWA
1254
Kelly Lawrence W & Associates
California
$40.3M -$373K -1,490 -0.9%
SW
1255
Solidarity Wealth
Utah
$40.3M -$876K -3,497 -2%
DA
1256
Denali Advisors
California
$40.2M +$2.5M +9,985 +7%
LFM
1257
LGT Fund Management
Liechtenstein
$40.2M +$4.76M +19,016 +13%
SCA
1258
STALEY CAPITAL ADVISERS
Pennsylvania
$40.1M -$240K -960 -0.6%
MC
1259
Mirabaud & Cie
Switzerland
$40.1M -$2.4M -9,594 -6%
FC
1260
Fulcrum Capital
Washington
$40.1M +$12.4M +49,413 +45%
PIP
1261
Peachtree Investment Partners
Florida
$40.1M -$370K -1,476 -0.9%
TS
1262
TradeWell Securities
Indiana
$40M +$40M +159,594 New
BWM
1263
Buckley Wealth Management
Nevada
$39.9M -$1.09M -4,337 -3%
SB
1264
Strategic Blueprint
Georgia
$39.8M +$678K +2,707 +2%
AG
1265
Ascent Group
Virginia
$39.8M -$11.6M -46,155 -23%
APP
1266
Avantax Planning Partners
Iowa
$39.7M -$3.66M -14,608 -8%
Parallax Volatility Advisers
1267
Parallax Volatility Advisers
California
$39.7M +$39.7M +158,382 New
SCA
1268
Sage Capital Advisors
South Dakota
$39.6M -$2.42M -9,674 -6%
CWS
1269
Confluence Wealth Services
Pennsylvania
$39.6M -$1.53M -6,861 -4%
MCCA
1270
Mill Creek Capital Advisors
Pennsylvania
$39.6M -$739K -2,953 -2%
CCM
1271
Conway Capital Management
California
$39.5M -$72.6K -290 -0.2%
KJWM
1272
Kiley Juergens Wealth Management
Washington
$39.5M -$266K -1,063 -0.7%
NG
1273
Northstar Group
New York
$39.4M +$301K +1,200 +0.8%
CCP
1274
Clarkston Capital Partners
Michigan
$39.4M +$80.9K +323 +0.2%
WCMN
1275
Westchester Capital Management (Nebraska)
Nebraska
$39.4M +$262K +1,045 +0.7%