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 %
MKC
3151
M. Kraus & Co
Vermont
$6.41M -$84.3K -362 -1%
SWM
3152
Selective Wealth Management
Virginia
$6.41M +$1.44M +6,385 +29%
OCPWS
3153
One Charles Private Wealth Services
Massachusetts
$6.4M -$2.1K -9 -0%
MAM
3154
MWA Asset Management
Massachusetts
$6.4M -$114K -490 -2%
AAM
3155
Auxier Asset Management
Oregon
$6.39M -$348K -1,495 -5%
BWA
3156
Burt Wealth Advisors
Maryland
$6.39M -$325K -1,395 -5%
PPH
3157
Pure Portfolios Holdings
Oregon
$6.39M +$6.39M +27,431 New
RCWM
3158
Royal Capital Wealth Management
Indiana
$6.39M +$349K +1,497 +6%
MS
3159
Marshall & Sullivan
Washington
$6.37M +$2.8K +12 +0%
RIM
3160
RW Investment Management
Idaho
$6.37M
BC
3161
Barrett & Company
Rhode Island
$6.37M -$868K -3,727 -12%
RHP
3162
Royal Harbor Partners
Texas
$6.36M -$268K -1,152 -4%
Betterment LLC
3163
Betterment LLC
New York
$6.35M +$768K +3,295 +14%
SFWC
3164
Strategic Family Wealth Counselors
New Jersey
$6.35M +$97.4K +418 +2%
FAFN
3165
First Affirmative Financial Network
Colorado
$6.35M +$1.03M +4,432 +19%
UWPG
3166
Ullmann Wealth Partners Group
Florida
$6.34M +$149K +640 +2%
ACP
3167
Aveo Capital Partners
Colorado
$6.32M -$370K -1,588 -6%
WFG
3168
Wormser Freres Gestion
France
$6.31M -$3.43M -14,776 -35%
ONSWM
3169
Old North State Wealth Management
North Carolina
$6.31M +$3.14M +13,472 +99%
QWM
3170
Quaker Wealth Management
New Jersey
$6.31M +$6.31M +27,061 New
RI
3171
Redwood Investments
Massachusetts
$6.3M -$897K -3,851 -12%
EC
3172
EdgeRock Capital
Colorado
$6.3M +$6.3M +27,025 New
MCM
3173
Magnolia Capital Management
New York
$6.3M
MPCA
3174
Madison Park Capital Advisors
Washington
$6.29M +$3.26M +13,982 +107%
CWM
3175
Cahaba Wealth Management
Georgia
$6.29M -$141K -606 -2%