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 %
CA
2676
Cresta Advisors
Texas
$9.58M -$339K -1,454 -3%
OCM
2677
Objective Capital Management
Ohio
$9.58M +$9.58M +41,111 New
OWMIAS
2678
One Wealth Management Investment & Advisory Services
Florida
$9.56M -$1.04M -4,484 -10%
SCP
2679
Sivia Capital Partners
California
$9.55M +$369K +1,582 +4%
BCP
2680
Blackhawk Capital Partners
Wisconsin
$9.55M -$160K -686 -2%
FIA
2681
FPC Investment Advisory
California
$9.53M +$177K +800 +2%
BWG
2682
Berry Wealth Group
Texas
$9.53M +$139K +597 +1%
PGA
2683
Portland Global Advisors
Maine
$9.52M -$4.66K -20 -0%
MC
2684
Martin & Co
Tennessee
$9.52M -$38.4K -165 -0.4%
HNB
2685
Hilltop National Bank
Wyoming
$9.51M -$113K -484 -1%
WA
2686
Waddell & Associates
Tennessee
$9.51M +$8.16K +35 +0.1%
RFN
2687
RDA Financial Network
Iowa
$9.5M +$466 +2 +0%
BWP
2688
Bernardo Wealth Planning
Pennsylvania
$9.48M +$264K +1,137 +3%
AFC
2689
AFT Forsyth & Company
Florida
$9.47M -$11.2K -48 -0.1%
DOA
2690
D'Orazio & Associates
Virginia
$9.46M +$656K +2,817 +7%
IPW
2691
Impact Partnership Wealth
Georgia
$9.45M -$239K -1,024 -2%
CH
2692
Cromwell Holdings
Wyoming
$9.44M +$415K +1,782 +5%
AMAL
2693
Asset Management Advisors LLC
Oklahoma
$9.42M -$1.23M -5,286 -12%
TC
2694
Truvestments Capital
Florida
$9.42M +$2.41M +10,323 +34%
OC
2695
Oarsman Capital
Wisconsin
$9.42M +$374K +1,605 +4%
BCM
2696
Beck Capital Management
Texas
$9.42M +$4.3M +18,462 +84%
WWM
2697
WT Wealth Management
Arizona
$9.39M -$964K -4,104 -9%
CHJWM
2698
Carlton Hofferkamp & Jenks Wealth Management
Texas
$9.39M +$14K +63 +0.1%
FCAS
2699
First Command Advisory Services
Texas
$9.38M -$59.4K -255 -0.6%
MWP
2700
Madison Wealth Partners
Wisconsin
$9.37M +$1.2M +5,142 +15%