5,074 hedge funds and large institutions have $1.97T invested in Apple in 2024 Q2 according to their latest regulatory filings, with 264 funds opening new positions, 2,214 increasing their positions, 2,322 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,074
Holders Change
+101
Holders Change %
+2.03%
% of All Funds
73.79%
Holding in Top 10
2,986
Holding in Top 10 Change
+352
Holding in Top 10 Change %
+13.36%
% of All Funds
43.43%
New
264
Increased
2,214
Reduced
2,322
Closed
93
Calls
$57.3B
Puts
$51.2B
Net Calls
+$6.07B
Net Calls Change
+$3.11B
Name Holding Trade Value Shares
Change
Shares
Change %
LL
2526
LWMG LLC
Minnesota
$10.6M -$75.6K -359 -0.7%
ERIM
2527
Eagle Ridge Investment Management
Connecticut
$10.6M -$782K -3,715 -7%
PVM
2528
Palogic Value Management
Texas
$10.6M -$495K -2,352 -4%
CSA
2529
Cottage Street Advisors
Massachusetts
$10.6M -$354K -1,681 -3%
WCA
2530
Waypoint Capital Advisors
Minnesota
$10.6M +$46.1K +219 +0.4%
NIA
2531
NIA Impact Advisors
California
$10.6M +$114K +541 +1%
CWP
2532
Curated Wealth Partners
California
$10.6M +$10.6M +50,100 New
CWM
2533
Chesapeake Wealth Management
Virginia
$10.6M -$20.6K -98 -0.2%
MGM
2534
Miura Global Management
New York
$10.5M +$10.5M +50,000 New
MA
2535
Modus Advisors
Minnesota
$10.5M +$95.6K +454 +0.9%
DCM
2536
Delta Capital Management
New Jersey
$10.5M +$2.94M +13,980 +39%
CPSC
2537
Carl P. Sherr & Co
Massachusetts
$10.5M -$197K -937 -2%
WLPWM
2538
Walled Lake Planning & Wealth Management
Illinois
$10.5M -$252K -1,196 -2%
MAM
2539
Mystic Asset Management
Rhode Island
$10.5M -$43.6K -207 -0.4%
TWM
2540
Thrive Wealth Management
Pennsylvania
$10.4M +$1.24M +5,872 +13%
SMWM
2541
Silvia McColl Wealth Management
California
$10.4M -$283K -1,342 -3%
SFS
2542
Searcy Financial Services
Kansas
$10.4M -$11.4K -54 -0.1%
RW
2543
Rede Wealth
Virginia
$10.4M -$220K -1,044 -2%
LFA
2544
Laraway Financial Advisors
Minnesota
$10.4M -$16.9K -80 -0.2%
JWM
2545
Janiczek Wealth Management
Colorado
$10.4M +$3.29M +15,610 +46%
LGA
2546
Lebenthal Global Advisors
New York
$10.4M -$354K -1,682 -3%
W
2547
Wealthquest
Ohio
$10.4M -$4K -19 -0%
SIM
2548
Seaview Investment Managers
Florida
$10.4M -$24.9K -118 -0.2%
WAOTB
2549
Wealth Advisors of Tampa Bay
Florida
$10.4M +$11.6K +55 +0.1%
FIC
2550
FCG Investment Company
Tennessee
$10.4M +$327K +1,553 +3%