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 %
B
1551
Bellecapital
Switzerland
$29.4M +$1.02M +4,079 +4%
TI
1552
TTP Investments
California
$29.4M +$1.14M +4,561 +4%
CFGS
1553
Concourse Financial Group Securities
Alabama
$29.3M +$1.99M +10,219 +7%
RAS
1554
RPS Advisory Solutions
Kentucky
$29.3M -$366K -1,460 -1%
GSEP
1555
Golden State Equity Partners
California
$29.3M +$27.1M +108,153 +1,231%
LF
1556
Lee Financial
Texas
$29.3M -$1.06M -4,228 -3%
LWM
1557
Liberty Wealth Management
California
$29.2M -$436K -1,740 -1%
SAM
1558
Selway Asset Management
$29.2M -$1.53M -6,096 -5%
TPWA
1559
TRUE Private Wealth Advisors
Oregon
$29.1M -$454K -1,813 -2%
HRC
1560
Hoertkorn Richard Charles
$29.1M -$1.69M -6,756 -5%
BP
1561
Broadleaf Partners
Ohio
$29.1M -$752K -3,001 -3%
JJBC
1562
James J. Burns & Company
New York
$29.1M +$321K +1,283 +1%
GGS
1563
Galvin Gaustad & Stein
Arizona
$29.1M -$2.12M -8,463 -7%
JRP
1564
Jasper Ridge Partners
California
$29M +$27K +108 +0.1%
AMM
1565
American Money Management
California
$29M -$604K -2,412 -2%
CI
1566
Conning Inc
Connecticut
$28.9M -$1.18M -4,722 -4%
NHC
1567
Nicholas Hoffman & Company
Georgia
$28.9M -$585K -2,336 -2%
FWTB
1568
First Western Trust Bank
Colorado
$28.9M -$18.5K -74 -0.1%
BHPW
1569
Beverly Hills Private Wealth
California
$28.9M +$82.9K +331 +0.3%
PL
1570
Plancorp LLC
Missouri
$28.9M +$783K +3,128 +3%
WTFG
1571
Wells Trecaso Financial Group
Ohio
$28.8M -$752K -3,003 -3%
AF
1572
Arrow Financial
New York
$28.8M -$560K -2,237 -2%
TPCW
1573
TD Private Client Wealth
New York
$28.8M +$2.01M +8,023 +8%
MIG
1574
McGuire Investment Group
Rhode Island
$28.8M -$8.77K -35 -0%
MCC
1575
Money Concepts Capital
Florida
$28.7M -$1.38M -5,507 -5%