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 %
MHWM
2951
Montz Harcus Wealth Management
Louisiana
$7.3M -$4K -19 -0.1%
RPCONE
2952
Retirement Planning Company of New England
Rhode Island
$7.29M -$38.5K -183 -0.5%
CGIM
2953
Capital Group Investment Management
Singapore
$7.29M +$72K +342 +1%
BAM
2954
BOS Asset Management
Illinois
$7.27M -$36.9K -175 -0.5%
FIM
2955
Fruth Investment Management
Texas
$7.27M -$11.4K -54 -0.2%
LFGO
2956
Legacy Financial Group (Oklahoma)
Oklahoma
$7.27M -$98.6K -468 -1%
LS
2957
Leelyn Smith
Illinois
$7.26M +$2.95K +14 +0%
PPWM
2958
Paragon Private Wealth Management
Kentucky
$7.26M -$862K -4,092 -11%
TCM
2959
Teza Capital Management
Illinois
$7.26M -$127K -603 -2%
BA
2960
Bridge Advisory
California
$7.25M +$179K +851 +3%
CFSG
2961
Clark Financial Services Group
Missouri
$7.25M -$528K -2,509 -7%
BAM
2962
BOCHK Asset Management
Hong Kong
$7.25M +$7.25M +34,400 New
HI
2963
Hudock Inc
Pennsylvania
$7.24M -$17.3K -82 -0.2%
LRIC
2964
Long Road Investment Counsel
Michigan
$7.24M
BC
2965
Brio Consultants
California
$7.23M +$627K +2,976 +9%
S
2966
Sachetta
Massachusetts
$7.22M +$56.9K +260 +0.8%
GWM
2967
Glass Wealth Management
Texas
$7.22M +$2.53K +12 +0%
LWM
2968
Lodestone Wealth Management
Washington
$7.22M +$16.4K +78 +0.2%
LSIA
2969
LaSalle St. Investment Advisors
Illinois
$7.21M +$1.99M +9,460 +38%
MWM
2970
MGB Wealth Management
Texas
$7.21M +$28.3K +123 +0.4%
RFA
2971
Register Financial Advisors
Georgia
$7.21M +$215K +1,019 +3%
NF
2972
NavPoint Financial
Minnesota
$7.21M +$1.9K +9 +0%
CCA
2973
Criterion Capital Advisors
Tennessee
$7.21M +$9.9K +47 +0.1%
RP
2974
Riverbridge Partners
Minnesota
$7.19M -$11.6K -55 -0.2%
PIM
2975
Platinum Investment Management
Australia
$7.19M +$7.19M +34,133 New