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 %
PWM
3201
Prosperity Wealth Management
California
$6.13M +$72K +309 +1%
DF
3202
Dunhill Financial
United Kingdom
$6.13M +$787K +3,376 +15%
SFC
3203
Swisher Financial Concepts
Ohio
$6.11M +$6.11M +27,220 New
AAP
3204
Ardsley Advisory Partners
Connecticut
$6.1M +$629K +2,700 +11%
HCM
3205
Hengehold Capital Management
Ohio
$6.1M +$176K +757 +3%
AWM
3206
Affinity Wealth Management
Delaware
$6.1M -$60.6K -260 -1%
QP
3207
Quartz Partners
New York
$6.1M +$6.1M +26,159 New
AAM
3208
Austin Asset Management
Texas
$6.09M +$50.1K +215 +0.8%
MW
3209
Maia Wealth
Colorado
$6.09M +$1.07M +4,642 +21%
BCFS
3210
Butensky & Cohen Financial Security
Florida
$6.08M -$230K -985 -4%
W
3211
WPWealth
Texas
$6.08M +$279K +1,197 +5%
BAM
3212
Bosun Asset Management
Illinois
$6.07M -$164K -705 -3%
LGW
3213
Leslie Global Wealth
Illinois
$6.07M +$1.22M +5,254 +25%
LA
3214
Lifeworks Advisors
Michigan
$6.06M -$336K -1,440 -5%
JC
3215
JBF Capital
Colorado
$6.06M
MCM
3216
McRae Capital Management
New Jersey
$6.06M -$49.9K -214 -0.8%
DA
3217
Doliver Advisors
Texas
$6.04M +$255K +1,094 +4%
MIA
3218
MeadowBrook Investment Advisors
Michigan
$6.04M -$53.6K -230 -0.9%
APF
3219
Alaska Permanent Fund
Alaska
$6.03M
EGA
3220
E&G Advisors
Texas
$6.03M +$4.89K +21 +0.1%
LIA
3221
Lynx Investment Advisory
District of Columbia
$6.03M +$227K +975 +4%
EPW
3222
Evergreen Private Wealth
Colorado
$6.01M -$20.3K -87 -0.3%
AWM
3223
Aberdeen Wealth Management
Illinois
$6M -$1.72M -7,373 -22%
SWP
3224
ShoreHaven Wealth Partners
New Jersey
$6M -$47.8K -205 -0.8%
MPPLM
3225
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.98M +$1.04M +4,443 +21%