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 %
FFA
3401
Florida Financial Advisors
Florida
$5.13M +$497K +2,133 +11%
LCM
3402
Landscape Capital Management
New Jersey
$5.13M +$1.76M +7,574 +52%
BFS
3403
Burr Financial Services
California
$5.13M -$1.76M -7,540 -26%
WI
3404
Wintrust Investments
Illinois
$5.13M -$45.9M -197,089 -90%
LOIM
3405
Liberty One Investment Management
Illinois
$5.11M +$162K +697 +3%
KWM
3406
KFG Wealth Management
Indiana
$5.11M -$540K -2,317 -10%
SP
3407
Successful Portfolios
Florida
$5.11M -$150K -642 -3%
HWA
3408
Heartwood Wealth Advisors
Virginia
$5.1M -$130K -557 -2%
SFG
3409
Synergy Financial Group
California
$5.09M -$196K -840 -4%
FFP
3410
Forbes Financial Planning
Rhode Island
$5.09M
RGF
3411
Retirement Guys Formula
Ohio
$5.09M -$276K -1,186 -5%
JGIA
3412
Jackson Grant Investment Advisers
Connecticut
$5.07M +$3.73K +16 +0.1%
DMBA
3413
Deseret Mutual Benefit Administrators
Utah
$5.06M -$206K -886 -4%
SHA
3414
Seneca House Advisors
Virginia
$5.04M -$27.7K -119 -0.5%
FBC
3415
Fairfield, Bush & Co
Connecticut
$5.04M +$47.1K +202 +0.9%
ICM
3416
Islay Capital Management
Texas
$5.03M
OF
3417
Outfitter Financial
Maine
$5.02M -$282K -1,210 -5%
PFA
3418
Pathway Financial Advisors
Vermont
$5.02M +$72.9K +313 +1%
WF
3419
Whelan Financial
California
$5.02M +$174K +745 +4%
VWMG
3420
Virginia Wealth Management Group
Virginia
$5.01M +$1.25M +5,368 +33%
UW
3421
Unique Wealth
Florida
$5.01M +$455K +1,951 +10%
MFG
3422
Mosaic Financial Group
Illinois
$5M -$532K -2,281 -10%
HIG
3423
Heritage Investment Group
Florida
$5M +$910K +3,905 +22%
GM
3424
Granger Management
New York
$4.99M -$800K -3,433 -14%
SHF
3425
Safe Harbor Fiduciary
Florida
$4.97M +$4.97M +21,340 New