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 %
PCMC
3176
Planning Capital Management Corporation
Pennsylvania
$6.29M +$1.18M +5,046 +23%
SCM
3177
Spreng Capital Management
Ohio
$6.29M -$3.66M -15,728 -37%
ARMT
3178
Amica Retiree Medical Trust
Rhode Island
$6.28M +$6.28M +26,958 New
PMA
3179
Prudent Man Advisors
Illinois
$6.28M -$406K -1,711 -6%
RC
3180
Rovin Capital
Arizona
$6.28M +$712K +3,055 +13%
HG
3181
Herbst Group
Connecticut
$6.27M -$132K -568 -2%
CIA
3182
Compass Ion Advisors
Pennsylvania
$6.27M +$216K +928 +4%
PFA
3183
Pinnacle Family Advisors
Missouri
$6.27M -$43.1K -185 -0.7%
AWAU
3184
Alliance Wealth Advisors (Utah)
Utah
$6.26M +$4.21M +18,062 +206%
BSHC
3185
Breed's Hill Capital
Massachusetts
$6.25M +$63.1K +271 +1%
IAM
3186
Impact Asset Management
$6.24M +$6.24M +26,801 New
LSA
3187
Lion Street Advisors
Texas
$6.23M -$340K -1,461 -5%
SWM
3188
Salvus Wealth Management
New Jersey
$6.22M +$642K +2,755 +12%
FW
3189
FullCircle Wealth
Texas
$6.21M +$72.8K +312 +1%
AA
3190
Addison Advisors
Vermont
$6.2M -$494K -2,121 -7%
TFA
3191
Trinity Financial Advisors
Ohio
$6.2M -$127K -590 -2%
PCMH
3192
Polymer Capital Management (HK)
Hong Kong
$6.19M -$25.3M -108,441 -80%
VAF
3193
Values Added Financial
District of Columbia
$6.19M +$20.3K +87 +0.3%
CCP
3194
Clarity Capital Partners
California
$6.19M -$457K -1,960 -7%
NWM
3195
Napa Wealth Management
California
$6.18M +$4.68M +20,092 +313%
ECM
3196
Exchange Capital Management
Michigan
$6.16M -$305K -1,311 -5%
CWM
3197
Collaborative Wealth Management
Florida
$6.16M -$16.8K -72 -0.3%
LCWP
3198
Legacy Capital Wealth Partners
Arkansas
$6.14M +$106K +453 +2%
LJCM
3199
Lee Johnson Capital Management
Texas
$6.14M +$4.16M +17,835 +210%
TWM
3200
Triton Wealth Management
Arizona
$6.13M +$118K +523 +2%