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 %
SFP
1301
Sandbox Financial Partners
Maryland
$38.3M -$978K -3,905 -2%
JC
1302
JB Capital
Connecticut
$38.2M +$176K +703 +0.5%
ACA
1303
Affinity Capital Advisors
California
$38.2M -$990K -4,087 -3%
CP
1304
Cumberland Partners
Ontario, Canada
$38.1M -$73.6K -294 -0.2%
CCM
1305
Condor Capital Management
New Jersey
$38.1M -$402K -1,605 -1%
TB
1306
Terril Brothers
Missouri
$38.1M +$20.5K +82 +0.1%
AWP
1307
Ascent Wealth Partners
New York
$38M +$2.33M +9,293 +7%
AFP
1308
Ausdal Financial Partners
Iowa
$37.9M +$16.1M +64,365 +74%
TW
1309
TrinityPoint Wealth
Connecticut
$37.8M -$891K -3,559 -2%
AC
1310
Addenda Capital
Quebec, Canada
$37.7M +$1.62M +6,485 +5%
GFP
1311
Gryphon Financial Partners
Ohio
$37.7M -$1.34M -5,359 -3%
ABTD
1312
Arvest Bank Trust Division
Oklahoma
$37.7M -$354K -1,414 -0.9%
KIA
1313
Knollwood Investment Advisory
Maryland
$37.5M
EFA
1314
Evernest Financial Advisors
Indiana
$37.5M -$386K -1,543 -1%
HWM
1315
Hemington Wealth Management
Virginia
$37.4M +$282K +1,127 +0.8%
BSI
1316
Bennett Selby Investments
Maine
$37.4M -$168K -672 -0.4%
CT
1317
Chicago Trust
Illinois
$37.3M -$46.1K -184 -0.1%
OAM
1318
Oak Asset Management
California
$37.3M -$219K -875 -0.6%
HA
1319
Harbor Advisors
Florida
$37.2M
CF
1320
Cypress Funds
California
$37.1M
LPAM
1321
Lodestar Private Asset Management
California
$37.1M +$1.56M +6,236 +4%
CI
1322
Cigna Investments
Connecticut
$37.1M -$482K -1,924 -1%
OAM
1323
Occidental Asset Management
California
$37.1M +$447K +1,783 +1%
SWM
1324
Segment Wealth Management
Texas
$37.1M +$66.4K +265 +0.2%
GI
1325
GLOBALT Investments
Georgia
$37.1M -$317K -1,267 -0.8%