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 %
FFP
1401
FourThought Financial Partners
Florida
$34.1M -$677K -2,702 -2%
LWANC
1402
Laurel Wealth Advisors (North Carolina)
North Carolina
$34.1M -$209K -834 -0.6%
AC
1403
Arjuna Capital
North Carolina
$34M -$718K -2,868 -2%
JPWM
1404
Jamison Private Wealth Management
Georgia
$34M +$4.79M +19,110 +16%
RIA
1405
RPG Investment Advisory
California
$34M -$20K -80 -0.1%
BOPW
1406
Brandywine Oak Private Wealth
Pennsylvania
$34M +$8.59M +34,294 +34%
LWL
1407
Leo Wealth LLC
Texas
$33.9M -$951K -3,796 -3%
NAM
1408
NTV Asset Management
West Virginia
$33.9M -$991K -3,957 -3%
MMG
1409
Monetary Management Group
Missouri
$33.9M -$669K -2,670 -2%
CNBT
1410
Canandaigua National Bank & Trust
New York
$33.9M -$1.01M -4,030 -3%
MTIC
1411
Missouri Trust & Investment Company
Missouri
$33.9M -$3.16M -12,602 -9%
WWM
1412
Westwood Wealth Management
California
$33.8M -$1.84M -7,343 -5%
SC
1413
Skylands Capital
Wisconsin
$33.8M -$4.51M -18,000 -12%
SIAP
1414
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33.8M -$408K -1,631 -1%
DF
1415
DNCA Finance
France
$33.8M +$16.4M +65,331 +94%
HFS
1416
Howard Financial Services
Texas
$33.7M +$335K +1,337 +1%
AIMC
1417
Alley Investment Management Company
Illinois
$33.7M +$341K +1,363 +1%
JIR
1418
James Investment Research
Ohio
$33.6M -$589K -2,354 -2%
MAM
1419
Mark Asset Management
New York
$33.6M -$12M -47,744 -26%
CWS
1420
Cypress Wealth Services
California
$33.6M +$116K +462 +0.3%
SC
1421
Syon Capital
California
$33.5M -$719K -2,872 -2%
AP
1422
Adero Partners
California
$33.5M +$2.49M +9,924 +8%
PMWMG
1423
Parr McKnight Wealth Management Group
Minnesota
$33.5M +$33.5M +133,888 New
OL
1424
one8zero8 LLC
North Carolina
$33.5M +$33.5M +133,856 New
SWP
1425
Strategic Wealth Partners
Ohio
$33.5M +$5.96M +24,662 +22%