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 %
CWA
1426
Clarity Wealth Advisors
California
$33.5M +$450K +1,797 +1%
CGL
1427
Clarius Group LLC
Washington
$33.4M -$1.82M -7,274 -5%
BLAM
1428
Bourne Lent Asset Management
New York
$33.4M -$798K -3,186 -2%
ACM
1429
Ardent Capital Management
Ohio
$33.3M -$2.37M -9,458 -7%
PL
1430
Parthenon LLC
Kentucky
$33.1M +$1.49M +5,936 +5%
RWS
1431
Resolute Wealth Strategies
Mississippi
$33.1M -$480K -1,915 -1%
IIC
1432
Ironwood Investment Counsel
Arizona
$33.1M -$347K -1,385 -1%
SB
1433
Simmons Bank
Arkansas
$33.1M -$109K -436 -0.3%
HBT
1434
Hills Bank & Trust
Iowa
$33.1M -$522K -2,084 -2%
EFG
1435
Embree Financial Group
Illinois
$33.1M -$639K -2,550 -2%
FHB
1436
First Hawaiian Bank
Hawaii
$33M +$3.49M +13,949 +12%
SCM
1437
Steele Capital Management
Iowa
$33M -$82.4K -329 -0.2%
CIA
1438
CCM Investment Advisers
South Carolina
$33M +$31.6K +126 +0.1%
XF
1439
XML Financial
Maryland
$32.9M +$338K +1,351 +1%
GWSG
1440
GPS Wealth Strategies Group
Colorado
$32.8M -$1.46M -5,825 -4%
WAM
1441
Wallington Asset Management
Indiana
$32.7M -$201K -803 -0.6%
CWM
1442
Chemistry Wealth Management
New York
$32.7M -$2.42M -9,661 -7%
CC
1443
Callan Capital
California
$32.7M -$257K -1,026 -0.8%
MMPW
1444
Mitchell McLeod Pugh & Williams
Alabama
$32.7M -$3.79M -15,119 -10%
CCM
1445
Chickasaw Capital Management
Tennessee
$32.7M -$121K -484 -0.4%
OFG
1446
Oxford Financial Group
Indiana
$32.6M -$504K -2,011 -2%
OBAM
1447
ODDO BHF Asset Management
France
$32.6M -$1.24M -4,956 -4%
TPI
1448
Trust Point Inc
Wisconsin
$32.6M +$1.96M +7,813 +6%
MFG
1449
Magnus Financial Group
New York
$32.6M +$2.15M +8,587 +7%
LOAME
1450
Lombard Odier Asset Management (Europe)
United Kingdom
$32.6M