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 %
SIA
1851
SeaBridge Investment Advisors
New Jersey
$21.7M +$879K +3,509 +4%
NBT
1852
Northwest Bank & Trust
Iowa
$21.7M +$9.97K +42 +0%
AIA
1853
AIMZ Investment Advisors
California
$21.6M -$473K -1,888 -2%
KFA
1854
Kapstone Financial Advisors
Ohio
$21.6M -$293K -1,225 -1%
JF
1855
JSF Financial
California
$21.6M +$3.23M +12,915 +18%
MA
1856
MSA Advisors
California
$21.5M -$5.47M -21,824 -20%
HCA
1857
Harbor Capital Advisors
Illinois
$21.5M +$536K +2,141 +3%
RMAM
1858
Raab & Moskowitz Asset Management
New Jersey
$21.5M -$609K -2,432 -3%
AW
1859
Atlas Wealth
Ohio
$21.5M -$185K -738 -0.9%
LT
1860
Legacy Trust
Michigan
$21.4M -$778K -3,106 -4%
GLR
1861
Great Lakes Retirement
Ohio
$21.4M -$247K -987 -1%
SBCM
1862
Schwerin Boyle Capital Management
Massachusetts
$21.3M +$62.6K +250 +0.3%
RIG
1863
Renaissance Investment Group
Massachusetts
$21.3M +$120K +480 +0.6%
IPW
1864
Inlet Private Wealth
Florida
$21.3M -$1.13M -4,502 -5%
SIC
1865
SFE Investment Counsel
California
$21.3M -$264K -1,053 -1%
PAM
1866
Pegasus Asset Management
New York
$21.2M -$413K -1,649 -2%
NC
1867
NBW Capital
Massachusetts
$21.2M +$190K +760 +0.9%
BCG
1868
Breakwater Capital Group
New Jersey
$21.2M -$141K -563 -0.7%
EAM
1869
EULAV Asset Management
Florida
$21.1M -$750K -2,995 -3%
FPCP
1870
Fort Point Capital Partners
California
$21M +$1.34M +5,363 +7%
CCMINC
1871
Cardinal Capital Management Inc (North Carolina)
North Carolina
$21M +$119K +476 +0.6%
FC
1872
Fusion Capital
South Carolina
$21M -$19.5K -78 -0.1%
MJP
1873
Michael J. Puzo
$21M -$1.14M -4,541 -5%
AAG
1874
Armstrong Advisory Group
Massachusetts
$21M -$226K -904 -1%
AIA
1875
Allied Investment Advisors
Montana
$21M +$244K +976 +1%