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 %
PWM
2651
Palumbo Wealth Management
New York
$9.33M +$25.1K +119 +0.3%
WGCA
2652
Wolf Group Capital Advisors
Virginia
$9.33M +$838K +3,979 +10%
EF
2653
Exeter Financial
Arizona
$9.32M -$5.87M -27,868 -39%
PFM
2654
Peak Financial Management
Massachusetts
$9.32M -$341K -1,621 -4%
MCA
2655
MSH Capital Advisors
Arizona
$9.3M +$861K +4,088 +10%
SAM
2656
Stansberry Asset Management
Texas
$9.3M +$3.77M +17,904 +68%
BSSFA
2657
Baron Silver Stevens Financial Advisors
Florida
$9.3M -$182K -866 -2%
WWM
2658
WT Wealth Management
Arizona
$9.28M -$519K -2,466 -5%
UBG
2659
United Bank (Georgia)
Georgia
$9.28M -$57.3K -272 -0.6%
JPLA
2660
Joseph P. Lucia & Associates
New York
$9.27M +$83.6K +397 +0.9%
CAM
2661
Chou Associates Management
Ontario, Canada
$9.27M +$9.27M +44,000 New
ONST
2662
Old North State Trust
North Carolina
$9.27M +$259K +1,231 +3%
FCB
2663
First County Bank
Connecticut
$9.26M -$761K -3,611 -8%
MSA
2664
Marino Stram & Associates
Massachusetts
$9.26M -$929K -4,411 -9%
MFA
2665
Morling Financial Advisors
California
$9.26M +$75K +356 +0.8%
NGM
2666
North Growth Management
British Columbia, Canada
$9.26M
IFPG
2667
Intrepid Financial Planning Group
Indiana
$9.25M +$445K +2,115 +5%
ECAM
2668
East Coast Asset Management
Massachusetts
$9.25M -$157K -744 -2%
PD
2669
Planning Directions
Pennsylvania
$9.25M -$2.95K -14 -0%
CHJWM
2670
Carlton Hofferkamp & Jenks Wealth Management
Texas
$9.24M -$103K -469 -1%
FCMT
2671
Founders Capital Management (Texas)
Texas
$9.23M -$170K -808 -2%
HZ
2672
Hixon Zuercher
Ohio
$9.23M -$152K -721 -2%
CG
2673
Clarus Group
Texas
$9.23M -$2.15M -10,220 -19%
CF
2674
Copperwynd Financial
Arizona
$9.22M +$2.13M +9,572 +30%
RWM
2675
RBA Wealth Management
California
$9.22M -$150K -712 -2%