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 %
MWPCG
3426
Measured Wealth Private Client Group
New Hampshire
$4.97M -$468K -2,010 -9%
BMA
3427
Brooks Moore & Associates
Tennessee
$4.96M -$166K -711 -3%
CCG
3428
Cloverfields Capital Group
Minnesota
$4.96M +$4.96M +21,305 New
RL
3429
Rogco LP
Oklahoma
$4.96M +$141K +605 +3%
JWWM
3430
Johnson & White Wealth Management
Pennsylvania
$4.94M +$35.9K +154 +0.7%
LP
3431
LGL Partners
Pennsylvania
$4.93M -$322K -1,381 -6%
RMF
3432
Red Mountain Financial
Colorado
$4.93M -$99.5K -427 -2%
PFM
3433
Phillips Financial Management
Indiana
$4.93M +$19.1K +82 +0.4%
BWA
3434
BlueChip Wealth Advisors
Georgia
$4.93M +$143K +612 +3%
DA
3435
Detalus Advisors
Missouri
$4.93M -$15.8K -68 -0.3%
FAM
3436
Family Asset Management
South Carolina
$4.92M
FFC
3437
First Financial Corp
Indiana
$4.91M -$87.1K -374 -2%
ACM
3438
Arcataur Capital Management
Wisconsin
$4.91M -$40.3K -173 -0.8%
BIA
3439
Benchmark Investment Advisors
Illinois
$4.91M -$62.7K -269 -1%
PJWM
3440
Philip James Wealth Mangement
Georgia
$4.9M +$3.25M +13,960 +198%
BBNB
3441
Baker Boyer National Bank
Washington
$4.9M +$151K +650 +3%
VFM
3442
Viking Fund Management
North Dakota
$4.89M -$466K -2,000 -9%
MGAM
3443
McGowan Group Asset Management
Texas
$4.89M -$6.99K -30 -0.1%
AWP
3444
Accretive Wealth Partners
New Jersey
$4.88M -$9.34M -40,068 -66%
HWM
3445
HRC Wealth Management
Idaho
$4.88M +$1.86K +8 +0%
FS
3446
Ferguson Shapiro
Georgia
$4.88M +$279K +1,197 +6%
I
3447
IMPACTfolio
Colorado
$4.88M -$7.92K -34 -0.2%
CH
3448
Canton Hathaway
Rhode Island
$4.88M -$23.8K -102 -0.5%
JFG
3449
JDM Financial Group
Texas
$4.87M +$85K +365 +2%
SFFS
3450
Stonehage Fleming Financial Services
Jersey
$4.87M -$65K -279 -1%