5,043 hedge funds and large institutions have $2.12T invested in Apple in 2024 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 1,975 increasing their positions, 2,599 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,043
Holders Change
-31
Holders Change %
-0.61%
% of All Funds
72.94%
Holding in Top 10
2,982
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-0.13%
% of All Funds
43.13%
New
171
Increased
1,975
Reduced
2,599
Closed
136
Calls
$64.1B
Puts
$55.6B
Net Calls
+$8.51B
Net Calls Change
+$2.44B
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
2501
Milestone Asset Management
Pennsylvania
$11M +$2.55M +10,950 +30%
WFA
2502
WestHill Financial Advisors
California
$11M +$1.81M +7,751 +20%
GCIM
2503
Gunn & Company Investment Management
Florida
$11M -$111M -475,038 -91%
IAG
2504
Investmark Advisory Group
Connecticut
$11M +$4.66K +20 +0%
BP
2505
BWM Planning
Texas
$10.9M +$10.9M +46,934 New
PP
2506
Patron Partners
Texas
$10.9M -$298K -1,277 -3%
TSS
2507
Thomas Story & Son
Indiana
$10.9M -$372K -1,595 -3%
RFWA
2508
RPg Family Wealth Advisory
Massachusetts
$10.9M +$171K +734 +2%
AEPWM
2509
Atlantic Edge Private Wealth Management
Florida
$10.9M -$125K -535 -1%
CCFM
2510
Clear Creek Financial Management
Washington
$10.9M -$88.3K -379 -0.8%
GWM
2511
GSB Wealth Management
Connecticut
$10.9M -$33.1K -142 -0.3%
GPFA
2512
Game Plan Financial Advisors
Ohio
$10.9M -$25.4K -109 -0.2%
PC
2513
Pecaut & Co
Iowa
$10.9M -$2.7M -11,596 -20%
CA
2514
Centerpoint Advisors
Massachusetts
$10.9M +$219K +941 +2%
SH
2515
SeaTown Holdings
Singapore
$10.9M +$10.9M +46,722 New
CB
2516
Chris Bulman
California
$10.9M -$58K -249 -0.5%
CC
2517
Cornerstone Capital
California
$10.9M -$188K -807 -2%
SKK
2518
Shepherd Kaplan Krochuk
Massachusetts
$10.8M -$299K -1,282 -3%
AAMA
2519
Advanced Asset Management Advisors
Ohio
$10.8M
ATIA
2520
American Trust Investment Advisors
New Hampshire
$10.8M -$268K -1,149 -2%
SA
2521
Sage Advisors
Colorado
$10.8M +$414K +1,778 +4%
AWP
2522
Abacus Wealth Partners
California
$10.8M +$1.95M +8,352 +22%
EG
2523
Ellerson Group
Maryland
$10.8M -$287K -1,231 -3%
GAG
2524
Goodman Advisory Group
Massachusetts
$10.7M +$205K +881 +2%
CC
2525
Cypress Capital
Tennessee
$10.7M -$3.51M -15,069 -25%