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 %
VBFG
1651
Vishria Bird Financial Group
Tennessee
$26.3M -$169K -673 -0.6%
RRCM
1652
Rappaport Reiches Capital Management
Illinois
$26.3M -$78.4K -313 -0.3%
FWM
1653
Focused Wealth Management
New York
$26.3M +$104K +414 +0.4%
LJAC
1654
L.J. Altfest & Co
New York
$26.3M -$73.6K -294 -0.3%
RWP
1655
Ridgecrest Wealth Partners
California
$26.3M -$148K -590 -0.6%
PWM
1656
Paulson Wealth Management
Illinois
$26.2M -$307K -1,226 -1%
FPGK
1657
Financial Partners Group (Kansas)
Kansas
$26.2M -$493K -1,969 -2%
GWM
1658
GDS Wealth Management
Texas
$26.2M +$2.98M +11,894 +13%
CJL
1659
Cyrus J. Lawrence
New York
$26.1M -$53.3K -213 -0.2%
LHC
1660
Little House Capital
Massachusetts
$26M -$293K -1,169 -1%
HPIA
1661
Hamilton Point Investment Advisors
North Carolina
$26M +$1.06M +4,228 +4%
Members Trust
1662
Members Trust
Florida
$26M -$145K -578 -0.6%
AHB
1663
Abner Herrman & Brock
New Jersey
$26M +$199K +795 +0.8%
SIM
1664
Stratos Investment Management
Ohio
$26M +$864K +3,449 +3%
TAIM
1665
Te Ahumairangi Investment Management
New Zealand
$25.9M -$4.39M -17,519 -14%
PCH
1666
PGIM Custom Harvest
New Jersey
$25.9M +$218K +872 +0.9%
HB
1667
HTLF Bank
Colorado
$25.9M -$975K -3,892 -4%
HIP
1668
Harrell Investment Partners
Texas
$25.9M +$60.1K +240 +0.2%
HCM
1669
Harvey Capital Management
Florida
$25.8M
NL
1670
Navalign LLC
California
$25.8M +$708K +2,829 +3%
TCM
1671
Tufton Capital Management
Maryland
$25.8M -$467K -1,866 -2%
MWM
1672
Mattern Wealth Management
Kansas
$25.7M -$1.77M -7,086 -6%
MWA
1673
Monograph Wealth Advisors
California
$25.7M +$1.33M +5,296 +5%
LNWTC
1674
Laird Norton Wetherby Trust Company
Washington
$25.7M -$35.3K -141 -0.1%
HFS
1675
Haverford Financial Services
Pennsylvania
$25.7M +$89.4K +357 +0.3%