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 %
CGH
2951
CMG Global Holdings
Texas
$7.64M +$216K +926 +3%
TIM
2952
Total Investment Management
Arizona
$7.64M +$462K +1,984 +6%
PCIG
2953
Partners Capital Investment Group
Massachusetts
$7.64M +$4.27M +18,313 +126%
MWA
2954
MFA Wealth Advisors
Pennsylvania
$7.64M -$4.21M -18,067 -36%
PSP
2955
Pacific Sage Partners
Washington
$7.63M -$26.8K -115 -0.3%
MWM
2956
Moran Wealth Management
Florida
$7.63M -$4.89K -21 -0.1%
ATWA
2957
Arbor Trust Wealth Advisors
Michigan
$7.63M
WR
2958
WD Rutherford
Oregon
$7.6M -$95.3K -409 -1%
DAM
2959
Deltec Asset Management
New York
$7.6M +$1.42M +6,093 +23%
LF
2960
Lantz Financial
Illinois
$7.59M +$660K +2,831 +10%
HIS
2961
Horizon Investment Services
Indiana
$7.58M +$6.29K +27 +0.1%
EL
2962
Essex LLC
Illinois
$7.57M -$15.6K -67 -0.2%
OIM
2963
Opus Investment Management
Massachusetts
$7.55M
BPAMU
2964
BTG Pactual Asset Management US
New York
$7.54M -$607K -2,604 -7%
CFSG
2965
Clark Financial Services Group
Missouri
$7.53M -$485K -2,081 -6%
AFS
2966
Aft Forsyth & Sober
Florida
$7.53M
BHWA
2967
Beacon Harbor Wealth Advisors
Virginia
$7.52M +$893K +3,834 +13%
JFA
2968
JNBA Financial Advisors
Minnesota
$7.51M -$174K -745 -2%
SM
2969
Sensible Money
Arizona
$7.51M +$3.61M +15,474 +92%
SNBOSCI
2970
Security National Bank of Sioux City Iowa
Iowa
$7.49M +$120K +517 +2%
BAM
2971
Byrne Asset Management
New Jersey
$7.49M -$234K -1,006 -3%
GF
2972
Gries Financial
Ohio
$7.49M +$1.24M +5,343 +20%
FAG
2973
Fortitude Advisory Group
Washington
$7.48M -$311K -1,334 -4%
FSG
2974
Financial Strategies Group
Michigan
$7.47M -$2.58M -11,152 -26%
MS
2975
Madden Securities
Texas
$7.46M +$127K +546 +2%