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 %
APW
1976
Austin Private Wealth
Texas
$19.3M +$110K +441 +0.6%
LI
1977
LRI Investments
Florida
$19.3M +$69.1K +276 +0.4%
TA
1978
TFG Advisers
Michigan
$19.3M -$225K -898 -1%
EI
1979
Ellevest Inc
New York
$19.2M -$7.54M -30,113 -28%
PG
1980
Patten Group
Tennessee
$19.2M -$953K -3,805 -5%
MIC
1981
Meridian Investment Counsel
California
$19.2M +$4.03M +16,105 +27%
WA
1982
WBH Advisory
Maryland
$19.2M +$389K +1,555 +2%
FFS
1983
Founders Financial Securities
Maryland
$19.2M +$72.1K +288 +0.4%
HWMO
1984
Heritage Wealth Management (Ohio)
Ohio
$19.2M -$377K -1,505 -2%
CC
1985
Capital Counsel
New York
$19.2M -$280K -1,117 -1%
WMG
1986
WESCAP Management Group
California
$19.1M +$13.3M +53,123 +229%
NPF
1987
Norris Perne & French
Michigan
$19.1M -$1.35M -5,374 -7%
FMB
1988
Field & Main Bank
Kentucky
$19.1M -$315K -1,257 -2%
PWA
1989
Physician Wealth Advisors
Utah
$19.1M +$264K +1,056 +1%
IFS
1990
Ifrah Financial Services
Arkansas
$19M -$63.6K -254 -0.3%
TL
1991
Tradewinds LLC
North Carolina
$19M +$172K +736 +0.9%
MCM
1992
McDonough Capital Management
Florida
$19M +$479K +1,913 +3%
QWP
1993
Quotient Wealth Partners
Texas
$18.9M +$632K +2,522 +3%
FCFC
1994
First Commonwealth Financial Corp
Pennsylvania
$18.9M -$515K -2,058 -3%
KA
1995
Kercheville Advisors
Texas
$18.9M +$599K +2,391 +3%
VF
1996
Virtu Financial
New York
$18.9M +$18.9M +75,436 New
AB
1997
Atlas Brown
Kentucky
$18.9M -$58.1K -232 -0.3%
PAS
1998
Professional Advisory Services
Florida
$18.8M -$519K -2,073 -3%
LD
1999
Lipe & Dalton
New York
$18.8M -$383K -1,528 -2%
FNWM
2000
Financial Network Wealth Management
Utah
$18.8M -$201K -802 -1%