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 %
MPCL
3276
My Personal CFO LLC
Washington
$5.76M -$765K -3,284 -12%
GSIS
3277
Global Strategic Investment Solutions
Arizona
$5.76M -$66.6K -286 -1%
FWS
3278
FinDec Wealth Services
California
$5.76M -$28K -120 -0.5%
CA
3279
CWC Advisors
Oregon
$5.76M +$5.76M +24,707 New
CP
3280
Capital Planning
Washington
$5.74M +$182K +780 +3%
SPWM
3281
Schrum Private Wealth Management
Florida
$5.74M -$334K -1,432 -5%
BTWM
3282
Baker Tilly Wealth Management
Wisconsin
$5.73M -$3.61M -15,477 -39%
CG
3283
Corundum Group
Colorado
$5.73M -$878K -3,768 -13%
RA
3284
Rockingstone Advisors
Massachusetts
$5.73M +$19.8K +85 +0.3%
SC
3285
Sykon Capital
New York
$5.73M -$11.4K -49 -0.2%
MA
3286
MBA Advisors
Pennsylvania
$5.73M -$199K -853 -3%
BSTWA
3287
Blake Schutter Theil Wealth Advisors
Ohio
$5.72M +$5.72M +24,552 New
SG
3288
Somerset Group
Minnesota
$5.72M -$723K -3,105 -11%
CCM
3289
Connective Capital Management
California
$5.71M
RWI
3290
Red Wave Investments
Pennsylvania
$5.71M +$15.4K +66 +0.3%
AIC
3291
Argus Investors Counsel
New York
$5.71M -$607K -2,606 -10%
ARG
3292
Advisory Resource Group
Oklahoma
$5.7M -$156K -668 -3%
BCM
3293
Birmingham Capital Management
Alabama
$5.7M +$1.09M +4,675 +24%
IPW
3294
IronBridge Private Wealth
Texas
$5.68M -$230K -988 -4%
WIC
3295
Wilkins Investment Counsel
Massachusetts
$5.68M -$38.4K -165 -0.7%
WPA
3296
West Paces Advisors
Georgia
$5.68M -$53.4K -229 -0.9%
CPA
3297
Court Place Advisors
Maryland
$5.68M -$220K -944 -4%
AIFAIM
3298
American Institute for Advanced Investment Management
Arizona
$5.68M -$335K -1,439 -6%
CS
3299
Crescent Sterling
Louisiana
$5.66M -$84.6K -363 -1%
PA
3300
Parkside Advisors
California
$5.66M -$91.8K -394 -2%