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 %
NWWA
3351
New Wave Wealth Advisors
Arkansas
$5.4M -$41.5K -178 -0.8%
HOWA
3352
Heritage Oak Wealth Advisors
Florida
$5.4M +$481K +2,065 +10%
WMG
3353
WESCAP Management Group
California
$5.4M -$1.11M -4,772 -17%
AGA
3354
Accuvest Global Advisors
Utah
$5.38M +$749K +3,099 +16%
HS
3355
Horan Securities
United States
$5.38M -$29.6K -127 -0.5%
FMP
3356
Financial Management Professionals
Texas
$5.38M -$107K -458 -2%
SAM
3357
Socorro Asset Management
Texas
$5.36M -$1.64M -7,047 -23%
USB
3358
Union Savings Bank
Connecticut
$5.35M -$22.4K -96 -0.4%
IWP
3359
Invenio Wealth Partners
Florida
$5.34M +$774K +3,320 +17%
BWM
3360
BCS Wealth Management
Tennessee
$5.33M -$2.23M -9,589 -30%
PIAS
3361
PCA Investment Advisory Services
Ohio
$5.32M -$139K -596 -3%
MCIA
3362
Mountain Capital Investment Advisors
Colorado
$5.32M +$176K +785 +3%
SI
3363
Sprott Inc
Ontario, Canada
$5.32M -$2.47M -10,592 -32%
RAM
3364
Roanoke Asset Management
New Jersey
$5.3M
BHWM
3365
Beaird Harris Wealth Management
Texas
$5.3M -$290K -1,245 -5%
Fuller & Thaler Asset Management
3366
Fuller & Thaler Asset Management
California
$5.3M
OIS
3367
Okabena Investment Services
Minnesota
$5.29M -$1.66M -7,136 -24%
CC
3368
Cadinha & Co
Hawaii
$5.29M +$27.3K +117 +0.5%
FNBSF
3369
First National Bank Sioux Falls
South Dakota
$5.28M
GC
3370
Gould Capital
Washington
$5.28M -$110K -472 -2%
BSAM
3371
Blue Square Asset Management
New York
$5.28M +$184K +791 +4%
HFM
3372
Hartford Funds Management
Pennsylvania
$5.27M +$784K +3,366 +17%
DCM
3373
Dimension Capital Management
Florida
$5.27M -$88.5K -380 -2%
MAG
3374
MRA Advisory Group
New Jersey
$5.27M +$646K +2,771 +14%
CFA
3375
Camarda Financial Advisors
Florida
$5.27M -$100K -430 -2%