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 %
NCM
2326
Northside Capital Management
Oregon
$14.5M -$287K -1,147 -2%
DWAM
2327
Duncan Williams Asset Management
Tennessee
$14.5M +$6.15M +24,539 +74%
CCM
2328
Carlson Capital Management
Minnesota
$14.5M +$3.18M +12,718 +28%
SNPAM
2329
St. Nicholas Private Asset Management
Florida
$14.5M +$14.5M +57,829 New
GSIAS
2330
Garden State Investment Advisory Services
New Jersey
$14.5M -$207K -828 -1%
MCM
2331
Marathon Capital Management
Maryland
$14.5M -$37.8K -151 -0.3%
PFG
2332
Prosperity Financial Group
California
$14.4M -$159K -634 -1%
ME
2333
McIlrath & Eck
Washington
$14.4M +$325K +1,297 +2%
TCCM
2334
Timber Creek Capital Management
Massachusetts
$14.4M -$145K -579 -1%
TWM
2335
Thrive Wealth Management
Pennsylvania
$14.4M +$2.14M +8,565 +18%
TRIA
2336
Trail Ridge Investment Advisors
Colorado
$14.4M +$113K +453 +0.8%
TCB
2337
Texas Capital Bancshares
Texas
$14.4M +$13K +52 +0.1%
PW
2338
Potentia Wealth
California
$14.4M +$14.4M +57,332 New
LC
2339
Lincoln Capital
Nebraska
$14.3M -$120K -481 -0.8%
A
2340
Argentarii
Ohio
$14.3M +$14.3M +57,277 New
LCAM
2341
London & Capital Asset Management
United Kingdom
$14.3M -$3.76M -15,000 -21%
BRM
2342
Boston Research & Management
Massachusetts
$14.3M -$109K -436 -0.8%
SAM
2343
Satovsky Asset Management
New York
$14.3M -$107K -423 -0.7%
PFWA
2344
Paces Ferry Wealth Advisors
Georgia
$14.3M -$1.22M -4,882 -8%
SSWM
2345
Sheets Smith Wealth Management
North Carolina
$14.3M +$943K +3,765 +7%
AWC
2346
Abundance Wealth Counselors
Pennsylvania
$14.3M +$421K +1,680 +3%
TSMHT
2347
Thurston Springer Miller Herd & Titak
Indiana
$14.3M +$2.97M +11,863 +26%
RWA
2348
Redhawk Wealth Advisors
Minnesota
$14.3M +$184K +734 +1%
BAM
2349
Bellevue Asset Management
Washington
$14.3M -$256K -1,023 -2%
CNWM
2350
Clay Northam Wealth Management
California
$14.2M -$55.1K -220 -0.4%