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 %
MAC
2926
Mason & Associates (California)
California
$7.84M +$20.5K +88 +0.3%
BIA
2927
Barry Investment Advisors
Massachusetts
$7.82M -$385K -1,651 -5%
WGCA
2928
Wolf Group Capital Advisors
Virginia
$7.82M -$770K -3,972 -9%
NF
2929
Nvest Financial
New Hampshire
$7.82M -$73.9K -317 -0.9%
RP
2930
Riverbridge Partners
Minnesota
$7.81M -$141K -606 -2%
PB
2931
Pinnacle Bancorp
Nebraska
$7.81M +$77.6K +333 +1%
LC
2932
LCNB Corp
Ohio
$7.78M -$107K -458 -1%
LFP
2933
Lakeshore Financial Planning
Michigan
$7.78M +$34.3K +147 +0.4%
DWAM
2934
Duncan Williams Asset Management
Tennessee
$7.77M +$5.07M +21,755 +187%
LWM
2935
Lodestone Wealth Management
Washington
$7.76M -$226K -969 -3%
GWP
2936
Gateway Wealth Partners
Wisconsin
$7.76M -$527K -2,260 -6%
AA
2937
Altman Advisors
Illinois
$7.75M -$80.2K -344 -1%
S
2938
Sachetta
Massachusetts
$7.75M +$58.7K +252 +0.8%
HWM
2939
Howard Wealth Management
Connecticut
$7.75M -$41.7K -179 -0.5%
FSCM
2940
Front Street Capital Management
Montana
$7.74M -$37.3K -160 -0.5%
1WM
2941
1858 Wealth Management
Ohio
$7.72M +$430K +1,846 +6%
EM
2942
ELCO Management
New York
$7.71M -$52.9K -227 -0.7%
IAG
2943
Investment Advisory Group
Massachusetts
$7.69M +$66.6K +286 +0.9%
MFS
2944
Monetta Financial Services
Illinois
$7.69M
IF
2945
Integrity Financial
Wyoming
$7.68M +$1.22M +5,225 +19%
LF
2946
LifeSteps Financial
California
$7.68M +$2.8K +12 +0%
RA
2947
Ruggaard & Associates
Ohio
$7.68M -$1.42M -6,107 -16%
PBO
2948
Peoples Bank (Ohio)
Ohio
$7.67M +$37.5K +161 +0.5%
RS
2949
Retirement Solution
Washington
$7.65M +$4.77M +20,467 +165%
TFP
2950
Tilia Fiduciary Partners
North Carolina
$7.65M +$386K +1,656 +5%