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 %
OCM
2801
Orser Capital Management
Texas
$8.61M -$61.7K -265 -0.7%
SGWM
2802
Sterling Group Wealth Management
California
$8.61M +$19.3K +83 +0.2%
IAP
2803
Indie Asset Partners
Indiana
$8.59M -$151K -649 -2%
CFG
2804
Clayton Financial Group
Missouri
$8.59M +$971K +4,168 +13%
LIG
2805
Lokken Investment Group
Delaware
$8.59M -$4.89K -21 -0.1%
CASB
2806
Cape Ann Savings Bank
Massachusetts
$8.59M -$201K -861 -2%
ONGA
2807
O'Neil Global Advisors
California
$8.58M +$5.85M +25,090 +214%
PI
2808
Pettee Investors
Connecticut
$8.57M -$1.4K -6 -0%
IPAM
2809
Investment Partners Asset Management
New Jersey
$8.56M -$12.8K -55 -0.1%
PC
2810
Promethos Capital
Massachusetts
$8.56M
ACM
2811
AUA Capital Management
Pennsylvania
$8.55M -$62.7K -269 -0.7%
AGWCA
2812
Annis Gardner Whiting Capital Advisors
Florida
$8.55M -$548K -2,353 -6%
RRCP
2813
Rip Road Capital Partners
Massachusetts
$8.55M +$326K +1,400 +4%
AWM
2814
Arista Wealth Management
Nevada
$8.54M +$153K +655 +2%
MA
2815
McBroom & Associates
Nevada
$8.54M +$92.3K +396 +1%
NCM
2816
NCM Capital Management
New Jersey
$8.54M -$71.5K -307 -0.8%
VC
2817
Veracity Capital
Georgia
$8.53M +$91.3K +392 +1%
HFS
2818
Heritage Financial Services
Massachusetts
$8.53M +$707K +3,036 +9%
NCFG
2819
New Century Financial Group
New Jersey
$8.53M +$335K +1,439 +4%
GWWM
2820
Great Waters Wealth Management
Minnesota
$8.53M -$512K -2,197 -6%
ES
2821
Eagle Strategies
New York
$8.52M -$253K -1,085 -3%
OBWP
2822
O'Brien Wealth Partners
Massachusetts
$8.48M -$14.7K -63 -0.2%
NERM
2823
New England Research & Management
Illinois
$8.47M +$22.1K +95 +0.3%
ACM
2824
Alcosta Capital Management
California
$8.47M +$57.3K +246 +0.7%
WCG
2825
Weaver Consulting Group
California
$8.46M +$211K +906 +3%