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 %
AO
1276
Advisor OS
Illinois
$39.4M +$3.64M +14,516 +10%
DS
1277
DRW Securities
Illinois
$39.3M -$1.48M -5,891 -4%
FLII
1278
First Long Island Investors
New York
$39.3M -$1.52M -6,058 -4%
PIM
1279
Progressive Investment Management
Oregon
$39.3M -$985K -3,935 -2%
KCPG
1280
Kavar Capital Partners Group
Kansas
$39.3M -$428K -1,711 -1%
ZAM
1281
Zevin Asset Management
Massachusetts
$39.2M +$2.64M +10,552 +7%
UBV
1282
United Bank (Virginia)
Virginia
$39.1M -$2.68M -10,718 -6%
HR
1283
Howe & Rusling
New York
$39.1M +$203K +811 +0.5%
MNBTD
1284
Moody National Bank Trust Division
Texas
$39.1M -$1.14M -4,556 -3%
GGI
1285
Godsey & Gibb Inc
Virginia
$39M +$1.08M +4,329 +3%
Financial Engines Advisors
1286
Financial Engines Advisors
California
$39M +$11M +44,113 +40%
SCM
1287
Schnieders Capital Management
California
$39M -$2.45M -9,775 -6%
CFG
1288
Cooper Financial Group
California
$39M +$1.74M +6,953 +5%
CFA
1289
Capstone Financial Advisors
Illinois
$39M -$867K -3,464 -2%
CWM
1290
Cabot Wealth Management
Massachusetts
$38.8M -$1.07M -4,253 -3%
PJSIMP
1291
P.J. Schmidt Investment Management (PJS)
Wisconsin
$38.8M -$932K -3,720 -2%
FNFDCM
1292
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$38.8M -$1.84M -7,337 -5%
WBC
1293
West Branch Capital
Massachusetts
$38.7M +$500K +1,995 +1%
WAG
1294
Winthrop Advisory Group
Massachusetts
$38.7M -$777K -3,101 -2%
FFO
1295
Fortitude Family Office
Arizona
$38.7M +$1.36M +5,441 +4%
IA
1296
IFG Advisory
Georgia
$38.6M +$1.8M +7,187 +5%
P
1297
Pitcairn
Pennsylvania
$38.6M -$341K -1,362 -0.9%
LW
1298
Linscomb Wealth
Texas
$38.5M -$567K -2,265 -1%
GIM
1299
Goelzer Investment Management
Indiana
$38.4M +$339K +1,354 +0.9%
PPW
1300
Parcion Private Wealth
Washington
$38.4M -$7.43M -29,660 -16%