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 %
PCFFS
2851
Pacific Center for Financial Services
California
$8.27M -$132K -565 -2%
PVAMC
2852
PPS&V Asset Management Consultants
Michigan
$8.25M -$7.92K -34 -0.1%
MLA
2853
My Legacy Advisors
Oregon
$8.25M -$1.78M -7,659 -18%
YWS
2854
Yarger Wealth Strategies
Ohio
$8.25M -$230K -986 -3%
HC
2855
Hourglass Capital
Texas
$8.25M -$127K -546 -2%
HI
2856
Hudock Inc
Pennsylvania
$8.24M +$239K +1,025 +3%
SA
2857
Strategic Advocates
Utah
$8.24M +$853K +3,659 +12%
PL
2858
Parkwood LLC
Ohio
$8.23M +$8.23M +35,330 New
FWM
2859
Fingerlakes Wealth Management
New York
$8.23M -$110K -470 -1%
EIG
2860
Ellenbecker Investment Group
Wisconsin
$8.22M -$355K -1,525 -4%
TWM
2861
Trueblood Wealth Management
Ohio
$8.21M -$53.8K -231 -0.7%
FPFS
2862
First Personal Financial Services
North Carolina
$8.21M -$169K -727 -2%
BC
2863
Brio Consultants
California
$8.2M +$203K +873 +3%
OFS
2864
OneAscent Financial Services
Alabama
$8.2M -$912K -3,916 -10%
ATS
2865
Ashton Thomas Securities
New York
$8.18M +$1.68M +7,196 +26%
CWA
2866
Clarus Wealth Advisors
Arizona
$8.17M -$164K -741 -2%
UIA
2867
Ulland Investment Advisors
Minnesota
$8.17M -$77.4K -332 -0.9%
GWA
2868
Gratus Wealth Advisors
Virginia
$8.16M +$613K +2,767 +8%
ODFS
2869
O'Donnell Financial Services
California
$8.16M +$317K +1,359 +4%
P
2870
Paradiem
Louisiana
$8.15M
CIC
2871
Chase Investment Counsel
Virginia
$8.12M +$225K +965 +3%
CGIM
2872
Capital Group Investment Management
Singapore
$8.11M +$46.1K +198 +0.6%
TCM
2873
Teza Capital Management
Illinois
$8.11M +$86.9K +373 +1%
LFGO
2874
Legacy Financial Group (Oklahoma)
Oklahoma
$8.11M +$316K +1,400 +4%
WWS
2875
Wellington Wealth Strategies
Indiana
$8.11M +$8.11M +35,891 New