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 %
GD
1751
Grandfield & Dodd
New York
$23.6M -$37.6K -150 -0.2%
JWM
1752
Jessup Wealth Management
Ohio
$23.6M +$252K +1,006 +1%
AWM
1753
Absher Wealth Management
North Carolina
$23.6M -$1.99M -7,939 -8%
BF
1754
bLong Financial
Tennessee
$23.6M +$23.6M +94,168 New
AAA
1755
Adams Asset Advisors
Texas
$23.5M
CL
1756
CLG LLC
California
$23.5M +$23.5M +93,854 New
SP
1757
Symmetry Partners
Connecticut
$23.5M +$8.17M +32,618 +53%
ACG
1758
Allen Capital Group
Nebraska
$23.5M +$838K +3,346 +4%
DDC
1759
DF Dent & Co
Maryland
$23.4M +$1.81M +7,245 +8%
ATI
1760
Act Two Investors
California
$23.4M -$149K -596 -0.6%
CAM
1761
Covenant Asset Management
New Jersey
$23.4M -$2.2M -8,795 -9%
CD
1762
Chapin Davis
Maryland
$23.4M
BCA
1763
Bay Colony Advisors
Massachusetts
$23.4M -$860K -3,433 -4%
WRPWM
1764
Werba Rubin Papier Wealth Management
California
$23.4M -$4.71M -18,812 -17%
BL
1765
BFSG LLC
California
$23.3M -$624K -2,493 -3%
GWANC
1766
Guardian Wealth Advisors (North Carolina)
North Carolina
$23.3M +$1.95M +7,776 +9%
CCT
1767
Capital City Trust
Florida
$23.3M -$167K -666 -0.7%
FPB
1768
First PREMIER Bank
South Dakota
$23.3M -$121K -484 -0.5%
RA
1769
Riversedge Advisors
Delaware
$23.2M +$142K +568 +0.6%
BWM
1770
Bernard Wealth Management
Michigan
$23.2M +$23.2M +92,778 New
NAMM
1771
NorthStar Asset Management (Massachusetts)
Massachusetts
$23.2M -$1.23M -4,892 -5%
SW
1772
SkyOak Wealth
Michigan
$23.2M +$310K +1,239 +1%
SCA
1773
St. Clair Advisors
Ohio
$23.2M +$53.1K +212 +0.2%
OBWG
1774
Onyx Bridge Wealth Group
New York
$23.1M +$45.1K +180 +0.2%
RWM
1775
Rench Wealth Management
Texas
$23.1M -$44.6K -178 -0.2%