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 %
AIM
1926
Acropolis Investment Management
Missouri
$20M -$498K -1,988 -2%
RCA
1927
Resonant Capital Advisors
Wisconsin
$20M -$317K -1,266 -2%
CIM
1928
Coleford Investment Management
Canada
$20M +$20M +79,935 New
WA
1929
WealthTrust Axiom
Pennsylvania
$20M -$132K -527 -0.7%
BIP
1930
Blueprint Investment Partners
North Carolina
$20M +$4.43M +17,689 +28%
IF
1931
Intrua Financial
Texas
$20M -$1.49M -5,935 -7%
GCA
1932
Gradient Capital Advisors
California
$19.9M -$474K -1,891 -2%
CHP
1933
Cable Hill Partners
Oregon
$19.9M -$334K -1,333 -2%
COCM
1934
Charter Oak Capital Management
New Hampshire
$19.9M -$402K -1,606 -2%
MCM
1935
M1 Capital Management
Michigan
$19.9M +$19.9M +79,481 New
EAM
1936
Empirical Asset Management
Massachusetts
$19.9M +$10.5M +321,481 +111%
AGM
1937
Aragon Global Management
Florida
$19.9M
SGA
1938
Strategic Global Advisors
California
$19.9M +$795K +3,176 +4%
ERIC
1939
Eagle Rock Investment Company
Georgia
$19.9M -$694K -2,772 -3%
FWM
1940
Fairhaven Wealth Management
Illinois
$19.8M +$61.1K +244 +0.3%
CWP
1941
Concord Wealth Partners
Virginia
$19.8M +$152K +607 +0.8%
UCMOK
1942
United Capital Management of KS
Kansas
$19.8M +$167K +665 +0.8%
HCM
1943
Hodges Capital Management
Texas
$19.7M -$484K -1,931 -2%
MAM
1944
Montchanin Asset Management
Delaware
$19.7M -$1.44M -5,768 -7%
AC
1945
Apella Capital
Connecticut
$19.7M -$141K -563 -0.7%
MPW
1946
Monterey Private Wealth
California
$19.7M +$199K +794 +1%
AGAM
1947
Avalon Global Asset Management
California
$19.6M
CA
1948
Crane Advisory
California
$19.6M +$513K +2,108 +3%
MP
1949
McDonald Partners
Ohio
$19.6M -$208K -831 -1%
ACA
1950
Atlas Capital Advisors
Wyoming
$19.6M +$8.99M +35,884 +85%