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 %
NF
2901
NavPoint Financial
Minnesota
$7.98M +$1.86K +8 +0%
WAM
2902
WFA Asset Management
Wisconsin
$7.96M -$127K -547 -2%
DWM
2903
Denver Wealth Management
Colorado
$7.95M -$233K -1,001 -3%
SPFA
2904
Summit Place Financial Advisors
New Jersey
$7.95M -$285K -1,225 -3%
NRW
2905
Nova R Wealth
Kansas
$7.95M +$139K +595 +2%
MFP
2906
Meridian Financial Partners
Virginia
$7.94M +$7.94M +34,088 New
MHWM
2907
Montz Harcus Wealth Management
Louisiana
$7.94M -$138K -593 -2%
CCG
2908
Coastwise Capital Group
California
$7.93M +$468K +2,010 +6%
CWA
2909
Choice Wealth Advisors
Maine
$7.93M -$580K -2,491 -7%
BAM
2910
BOS Asset Management
Illinois
$7.93M -$117K -504 -1%
IP
2911
Investment Partners
Ohio
$7.92M +$6.99K +30 +0.1%
DFA
2912
Davies Financial Advisors
California
$7.91M -$38.2K -164 -0.5%
TWP
2913
Tempus Wealth Planning
California
$7.91M +$4.89K +21 +0.1%
NAG
2914
Northstar Advisory Group
New Jersey
$7.9M -$1.56M -6,702 -17%
ACM
2915
Ayrshire Capital Management
Connecticut
$7.9M +$113K +485 +1%
DPI
2916
Diversified Portfolios Inc
Michigan
$7.89M +$2.07M +8,893 +36%
TFO
2917
Tarbox Family Office
California
$7.89M +$572K +2,457 +8%
AFA
2918
American Financial Advisors
Georgia
$7.89M -$556K -2,387 -7%
CF
2919
Corrigan Financial
Rhode Island
$7.88M -$125K -538 -2%
IAS
2920
IMA Advisory Services
Colorado
$7.86M -$1.29M -5,533 -14%
MM
2921
Meridian Management
Arkansas
$7.86M +$15.6K +67 +0.2%
RPCONE
2922
Retirement Planning Company of New England
Rhode Island
$7.85M -$215K -921 -3%
RFA
2923
Register Financial Advisors
Georgia
$7.85M -$127K -547 -2%
CCB
2924
Cutter & Co Brokerage
Missouri
$7.84M -$497K -2,135 -6%
SIC
2925
Samalin Investment Counsel
New York
$7.84M -$74.6K -320 -0.9%