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 %
OFW
2826
Omnia Family Wealth
Florida
$8.46M +$375K +1,611 +5%
WFA
2827
Wellspring Financial Advisors
Ohio
$8.46M +$622K +4,538 +8%
GBWM
2828
Granite Bay Wealth Management
New Hampshire
$8.46M +$8.46M +36,293 New
SAM
2829
Seelaus Asset Management
New Jersey
$8.46M +$1.87M +8,045 +28%
TI
2830
tru Independence
Oregon
$8.45M +$235K +1,007 +3%
CI
2831
Ceera Investments
Texas
$8.45M -$234K -1,005 -3%
FFAM
2832
Forge First Asset Management
Canada
$8.43M -$5.01M -21,500 -37%
TC
2833
Trilogy Capital
California
$8.43M -$52.9K -227 -0.6%
CSPAM
2834
Cary Street Partners Asset Management
Virginia
$8.43M -$287K -1,232 -3%
CCM
2835
Chaney Capital Management
Washington
$8.39M -$98.1K -421 -1%
MWM
2836
Marion Wealth Management
Pennsylvania
$8.39M +$191K +820 +2%
OPWM
2837
Oxinas Partners Wealth Management
Indiana
$8.39M -$44.3K -190 -0.5%
CC
2838
Constitution Capital
Connecticut
$8.37M -$887K -3,807 -10%
CMAI
2839
Capital Management Associates Inc
Minnesota
$8.37M +$191K +820 +2%
WWP
2840
WR Wealth Planners
Missouri
$8.37M -$71.8K -308 -0.9%
SMA
2841
Seven Mile Advisory
New Jersey
$8.36M +$1.38M +5,932 +20%
GC
2842
GFG Capital
Florida
$8.35M +$16.9K +231 +0.2%
PCI
2843
Planning Center Inc
Illinois
$8.34M +$15.4K +66 +0.2%
LS
2844
Leelyn Smith
Illinois
$8.34M +$304K +1,306 +4%
KCG
2845
Kinsale Capital Group
Virginia
$8.34M +$1.1M +4,705 +15%
AAIM
2846
Asset Advisors Investment Management
Georgia
$8.33M -$103K -443 -1%
MWP
2847
Meridian Wealth Partners
Pennsylvania
$8.33M -$816K -3,504 -9%
FBT
2848
First Bankers Trust
Kentucky
$8.3M -$1.49M -6,400 -15%
CCM
2849
Colorado Capital Management
Colorado
$8.29M -$5.36K -23 -0.1%
FCM
2850
Fortis Capital Management
Washington
$8.27M +$178K +764 +2%