5,074 hedge funds and large institutions have $1.97T invested in Apple in 2024 Q2 according to their latest regulatory filings, with 264 funds opening new positions, 2,214 increasing their positions, 2,322 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,074
Holders Change
+101
Holders Change %
+2.03%
% of All Funds
73.79%
Holding in Top 10
2,986
Holding in Top 10 Change
+352
Holding in Top 10 Change %
+13.36%
% of All Funds
43.43%
New
264
Increased
2,214
Reduced
2,322
Closed
93
Calls
$57.3B
Puts
$51.2B
Net Calls
+$6.07B
Net Calls Change
+$3.11B
Name Holding Trade Value Shares
Change
Shares
Change %
OPWM
2901
Oxinas Partners Wealth Management
Indiana
$7.62M +$52K +247 +0.7%
ACM
2902
Alcosta Capital Management
California
$7.6M -$43.6K -207 -0.6%
PCFFS
2903
Pacific Center for Financial Services
California
$7.6M +$1.3M +6,191 +21%
AWM
2904
Arista Wealth Management
Nevada
$7.58M +$4.99M +23,708 +193%
SIC
2905
Shoker Investment Counsel
Ohio
$7.58M -$226K -1,071 -3%
FPFS
2906
First Personal Financial Services
North Carolina
$7.57M -$83.4K -396 -1%
HC
2907
Hourglass Capital
Texas
$7.57M +$6.32K +30 +0.1%
AWA
2908
Alta Wealth Advisors
Massachusetts
$7.55M +$65.3K +310 +0.9%
SFS
2909
Symphony Financial Services
Ohio
$7.54M +$7.54M +31,909 New
CCB
2910
Cutter & Co Brokerage
Missouri
$7.54M -$135K -640 -2%
FWM
2911
Fingerlakes Wealth Management
New York
$7.54M +$13.1K +62 +0.2%
PCI
2912
Planning Center Inc
Illinois
$7.53M -$316K -1,501 -4%
TPW
2913
Tiller Private Wealth
Pennsylvania
$7.51M -$592K -2,813 -7%
BCM
2914
Boltwood Capital Management
California
$7.51M -$153K -727 -2%
GA
2915
Greenspring Advisors
Maryland
$7.5M +$236K +1,120 +3%
CCM
2916
Colorado Capital Management
Colorado
$7.5M -$1.1M -5,214 -13%
GWP
2917
Gateway Wealth Partners
Wisconsin
$7.49M +$2.01M +9,536 +37%
ITC
2918
Inspire Trust Company
Nevada
$7.48M +$2.81M +13,334 +60%
TWM
2919
Trueblood Wealth Management
Ohio
$7.47M -$32K -152 -0.4%
PVAMC
2920
PPS&V Asset Management Consultants
Michigan
$7.47M -$31.6K -150 -0.4%
IIC
2921
Integrated Investment Consultants
Michigan
$7.46M
WCG
2922
Weaver Consulting Group
California
$7.46M -$766K -3,636 -9%
APW
2923
Aurora Private Wealth
New Jersey
$7.46M -$188K -892 -2%
ACM
2924
Allred Capital Management
Texas
$7.46M -$47.2K -224 -0.6%
UIA
2925
Ulland Investment Advisors
Minnesota
$7.45M -$6.32K -30 -0.1%