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 %
MWM
3326
Melfa Wealth Management
Massachusetts
$5.53M -$143K -615 -3%
RFS
3327
Richardson Financial Services
Massachusetts
$5.52M +$7.16K +34 +0.1%
AIP
3328
Almanack Investment Partners
Pennsylvania
$5.52M +$8.16K +35 +0.1%
OWA
3329
Outlook Wealth Advisors
Texas
$5.5M -$170K -730 -3%
GDP
3330
Great Diamond Partners
Maine
$5.5M -$883K -3,789 -14%
SWAG
3331
Spectrum Wealth Advisory Group
California
$5.5M -$563K -2,416 -9%
IWA
3332
IBEX Wealth Advisors
New Jersey
$5.5M +$3.33M +165,940 +154%
LI
3333
LVZ Inc
Michigan
$5.49M -$72K -309 -1%
APS
3334
American Planning Services
Florida
$5.48M +$99.5K +427 +2%
FAP
3335
Financial Advisory Partners
Florida
$5.48M -$85K -365 -2%
EWM
3336
Elmwood Wealth Management
California
$5.47M -$247K -1,062 -4%
FWM
3337
Fonville Wealth Management
Virginia
$5.47M +$371K +1,591 +7%
IA
3338
IAM Advisory
Pennsylvania
$5.46M -$89.2K -383 -2%
AWM
3339
Austin Wealth Management
Texas
$5.45M -$51.2K -227 -0.9%
WIM
3340
Warwick Investment Management
Texas
$5.45M +$848K +3,638 +18%
VIA
3341
Vickerman Investment Advisors
Washington
$5.44M -$157K -672 -3%
DWM
3342
Dechtman Wealth Management
Colorado
$5.44M +$230K +987 +4%
LGG
3343
Luts & Greenleigh Group
Maryland
$5.44M +$148K +634 +3%
LC
3344
Legacy CG
Texas
$5.44M -$433K -1,860 -7%
MWM
3345
Massachusetts Wealth Management
Massachusetts
$5.44M +$212K +909 +4%
AIA
3346
Angeles Investment Advisors
California
$5.43M +$305K +1,309 +6%
RA
3347
Rational Advisors
New York
$5.43M +$33.8K +145 +0.6%
TA
3348
TPG Advisors
Illinois
$5.43M -$698K -2,997 -11%
SC
3349
Seldon Capital
California
$5.42M
ML
3350
Mayport LLC
Massachusetts
$5.4M +$444K +1,907 +9%