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 %
AIA
2126
AssuredPartners Investment Advisors
Florida
$16.9M +$16.9M +67,402 New
FNC
2127
First National Corp
Massachusetts
$16.8M -$22.8K -91 -0.1%
DW30
2128
Drucker Wealth 3.0
New Jersey
$16.8M +$786K +3,139 +5%
GSB
2129
Greenfield Savings Bank
Massachusetts
$16.8M -$223K -890 -1%
GCM
2130
Gibraltar Capital Management
Oklahoma
$16.8M +$31.8K +127 +0.2%
NEWAS
2131
N.E.W. Advisory Services
Wisconsin
$16.8M -$155K -617 -0.9%
KWM
2132
Koa Wealth Management
California
$16.8M -$1.01M -4,026 -6%
CPWA
2133
Cerro Pacific Wealth Advisors
California
$16.8M +$79.5K +341 +0.5%
RWP
2134
Revolve Wealth Partners
New Jersey
$16.7M +$675K +2,695 +4%
LIP
2135
Liontrust Investment Partners
United Kingdom
$16.7M -$34.7M -138,666 -67%
PCA
2136
Prosperity Capital Advisors
Ohio
$16.7M -$6.21M -24,813 -27%
IB
2137
Iyo Bank
Japan
$16.7M
WAS
2138
Wealth Advisory Solutions
Indiana
$16.7M +$350K +1,399 +2%
KCM
2139
KRS Capital Management
Michigan
$16.7M -$246K -983 -1%
SCP
2140
Silverleafe Capital Partners
Tennessee
$16.7M +$241K +962 +1%
LWM
2141
LJI Wealth Management
Indiana
$16.6M -$191K -764 -1%
WMA
2142
Wealth Management Associates
New Jersey
$16.6M +$199K +794 +1%
FHC
2143
First Heartland Consultants
Missouri
$16.6M -$819K -3,269 -5%
DWM
2144
Drive Wealth Management
Utah
$16.6M +$692K +2,762 +4%
CIG
2145
Consolidated Investment Group
Colorado
$16.6M
IC
2146
Iconiq Capital
California
$16.6M +$11.5M +46,053 +229%
AT
2147
Arlington Trust
Alabama
$16.5M +$507K +2,023 +3%
DE
2148
Diversified Enterprises
Delaware
$16.5M +$1.2M +4,777 +8%
BHBT
2149
Burke & Herbert Bank & Trust
Virginia
$16.5M -$54.6K -218 -0.3%
MCM
2150
Monarch Capital Management
Indiana
$16.5M +$64.9K +259 +0.4%