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 %
RPSA
3376
Richard P. Slaughter Associates
Texas
$5.26M -$89.7K -385 -2%
WAM
3377
Walker Asset Management
Missouri
$5.26M +$2.33K +10 +0%
MWM
3378
Mascoma Wealth Management
New Hampshire
$5.25M -$308K -1,321 -6%
CSWM
3379
Cassady Schiller Wealth Management
Ohio
$5.24M +$17K +73 +0.3%
RCI
3380
RS Crum Inc
California
$5.24M -$110K -472 -2%
CA
3381
Carson Advisory
Georgia
$5.24M -$376K -1,614 -7%
SAM
3382
S.A. Mason
Michigan
$5.24M -$27K -116 -0.5%
CFG
3383
Carr Financial Group
Massachusetts
$5.23M -$150K -643 -3%
OAJ
3384
Ogorek Anthony Joseph
New York
$5.23M -$1.86K -8 -0%
DWA
3385
Dougherty Wealth Advisers
Minnesota
$5.22M -$38.7K -166 -0.7%
FCFC
3386
First Citizens Financial Corp
Iowa
$5.22M +$8.85K +38 +0.2%
GFG
3387
Goldstone Financial Group
Illinois
$5.21M +$357K +1,531 +7%
RWPA
3388
Richard W. Paul & Associates
Michigan
$5.21M -$147K -630 -3%
LFS
3389
Leibman Financial Services
Nebraska
$5.21M -$208K -891 -4%
PC
3390
Peavine Capital
Nevada
$5.21M
V
3391
ValueWorks
New York
$5.2M -$62.9K -270 -1%
FC
3392
Fairscale Capital
New Hampshire
$5.2M -$14.4K -62 -0.3%
APC
3393
Aspire Private Capital
North Carolina
$5.2M +$252K +1,080 +5%
ACA
3394
Aspire Capital Advisors
Washington
$5.19M +$342K +1,467 +7%
DCM
3395
Driehaus Capital Management
Illinois
$5.19M +$18.6K +80 +0.4%
WKSWA
3396
White Knight Strategic Wealth Advisors
New Jersey
$5.19M -$34K -146 -0.7%
BA
3397
Bluesphere Advisors
Pennsylvania
$5.18M -$149K -639 -3%
RF
3398
Robbins Farley
New Hampshire
$5.18M -$750K -3,219 -13%
PHAM
3399
Palisades Hudson Asset Management
Florida
$5.15M -$197K -847 -4%
PWA
3400
Primoris Wealth Advisors
Florida
$5.14M -$26.8K -115 -0.5%