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 %
WW
2601
Windle Wealth
Oklahoma
$10.1M -$279K -1,198 -3%
RWM
2602
RBA Wealth Management
California
$10.1M -$87.4K -375 -0.9%
PHIC
2603
Pine Haven Investment Counsel
Massachusetts
$10.1M -$65.2K -280 -0.6%
LSIA
2604
LaSalle St. Investment Advisors
Illinois
$10.1M +$2.12M +9,118 +27%
AFG
2605
ABLE Financial Group
Arizona
$10.1M -$64.3K -276 -0.6%
SLG
2606
Stanley-Laman Group
Pennsylvania
$10.1M +$91.6K +393 +0.9%
VWM
2607
VCI Wealth Management
Missouri
$10.1M +$4.3M +18,454 +74%
IIM
2608
Intact Investment Management
Quebec, Canada
$10.1M +$74.6K +320 +0.7%
AA
2609
Alta Advisers
United Kingdom
$10.1M +$643K +2,760 +7%
BOS
2610
Bank of Stockton
California
$10.1M -$346K -1,483 -3%
KBFS
2611
Kohmann Bosshard Financial Services
Ohio
$10.1M +$54.3K +233 +0.5%
PD
2612
Planning Directions
Pennsylvania
$10.1M -$176K -754 -2%
MFA
2613
Morling Financial Advisors
California
$10M -$197K -845 -2%
CFIA
2614
Cantor Fitzgerald Investment Advisors
New York
$10M +$2.84M +12,204 +40%
BWAM
2615
Boyd Watterson Asset Management
Ohio
$10M -$45.4K -195 -0.5%
OPW
2616
Oxler Private Wealth
New York
$10M +$195K +835 +2%
EFL
2617
ERn Financial LLC
Wisconsin
$10M +$284K +1,220 +3%
SI
2618
Saxon Interests
Texas
$10M +$243K +1,042 +2%
BEAM
2619
Baker Ellis Asset Management
Washington
$10M -$50.3K -216 -0.5%
TCOK
2620
Trust Company of Kansas
Kansas
$9.98M +$668K +2,865 +7%
ODIJL
2621
One Day In July LLC
Vermont
$9.97M +$680K +2,918 +7%
SC
2622
Savoie Capital
Illinois
$9.96M +$233 +1 +0%
GCS
2623
Gordian Capital (Singapore)
Singapore
$9.95M -$425K -1,825 -4%
TLP
2624
Trinity Legacy Partners
Texas
$9.95M -$549K -2,373 -5%
BSSFA
2625
Baron Silver Stevens Financial Advisors
Florida
$9.93M -$359K -1,541 -3%