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 %
NFA
2176
Northwest Financial Advisors
Virginia
$16.2M -$385K -1,537 -2%
HW
2177
Hedeker Wealth
Illinois
$16.2M -$228K -911 -1%
PWA
2178
Provenance Wealth Advisors
Florida
$16.2M +$2.11M +8,442 +15%
CWM
2179
Centric Wealth Management
Illinois
$16.2M -$2.16M -8,613 -12%
RCW
2180
Rheos Capital Works
Japan
$16.2M -$6.14M -24,500 -28%
MCM
2181
Morton Capital Management
California
$16.2M -$501K -2,001 -3%
ACM
2182
Avalon Capital Management
California
$16.1M -$820K -3,275 -5%
ISWM
2183
Independent Solutions Wealth Management
New York
$16.1M -$208K -830 -1%
PWG
2184
Portside Wealth Group
Utah
$16.1M +$451K +1,800 +3%
IA
2185
IFG Advisors
Missouri
$16.1M +$796K +3,178 +5%
HWP
2186
Highline Wealth Partners
California
$16.1M -$30.8K -123 -0.2%
CA
2187
CGN Advisors
Kansas
$16M +$1.04M +4,161 +7%
HHAA
2188
Henry H. Armstrong Associates
Pennsylvania
$16M -$166K -662 -1%
NB
2189
Northwest Bancshares
Pennsylvania
$16M -$1.29M -5,162 -7%
RWM
2190
Revisor Wealth Management
Ohio
$16M -$1.68M -6,717 -10%
HCP
2191
Hexagon Capital Partners
Arkansas
$16M -$990K -3,954 -6%
SDAM
2192
Shulman DeMeo Asset Management
New York
$16M -$1.56M -6,249 -9%
DCM
2193
Dudley Capital Management
Virginia
$15.9M -$96.7K -386 -0.6%
SEEDPG
2194
S.E.E.D. Planning Group
New York
$15.9M -$570K -2,276 -3%
KFS
2195
Kaizen Financial Strategies
California
$15.9M -$458K -1,829 -3%
OCM
2196
Once Capital Management
New York
$15.9M -$33.7M -134,400 -68%
SC
2197
Soundwatch Capital
Connecticut
$15.9M +$37.3K +149 +0.2%
REMPR
2198
Roof Eidam Maycock Peralta (REMP)
California
$15.9M +$5.26K +21 +0%
FI
2199
Financial Insights
Washington
$15.9M -$2.52M -10,049 -14%
PCM
2200
Poehling Capital Management
Wisconsin
$15.9M -$6.76K -27 -0%