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 %
JBA
2701
Johnson Bixby & Associates
Washington
$9.36M -$282K -1,211 -3%
IWM
2702
Integris Wealth Management
California
$9.36M +$133K +570 +1%
LCM
2703
Legato Capital Management
California
$9.36M
RB
2704
Rodgers Brothers
Pennsylvania
$9.35M -$67.3K -289 -0.7%
CA
2705
Cambridge Advisors
Nebraska
$9.35M +$101K +433 +1%
OIM
2706
Orca Investment Management
Oregon
$9.33M +$493K +2,116 +6%
NRI
2707
NFP Retirement Inc
California
$9.32M -$342K -1,468 -4%
PSB
2708
Piscataqua Savings Bank
New Hampshire
$9.31M -$127K -547 -1%
FWA
2709
FSM Wealth Advisors
Ohio
$9.31M +$352K +1,509 +4%
NC
2710
NewSquare Capital
Pennsylvania
$9.29M +$637K +2,736 +7%
FUBT
2711
First United Bank & Trust
Maryland
$9.29M -$589K -2,530 -6%
HZ
2712
Hixon Zuercher
Ohio
$9.29M -$923K -3,962 -9%
OL
2713
OneFund LLC
Florida
$9.28M +$424K +1,820 +5%
WAC
2714
William Allan Corp
Colorado
$9.28M -$867K -3,723 -9%
SIA
2715
SGL Investment Advisors
Montana
$9.27M +$9.27M +40,616 New
CAL
2716
Capital Advisors Ltd
Ohio
$9.25M +$111K +477 +1%
BC
2717
Bruce & Co
Illinois
$9.25M
PFM
2718
Peak Financial Management
Massachusetts
$9.24M -$1.07M -4,585 -10%
OPA
2719
Old Port Advisors
Maine
$9.24M -$196K -840 -2%
RFA
2720
Resurgent Financial Advisors
Georgia
$9.23M -$699 -3 -0%
MCM
2721
Mainstream Capital Management
California
$9.23M +$9.23M +39,625 New
BHB
2722
Bank Hapoalim BM
Israel
$9.23M -$295K -1,265 -3%
VW
2723
Vance Wealth
California
$9.22M -$49.4K -212 -0.5%
CC
2724
Commons Capital
Massachusetts
$9.22M -$222K -953 -2%
FCMT
2725
Founders Capital Management (Texas)
Texas
$9.21M -$1M -4,292 -10%