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 %
OFG
3451
OmniStar Financial Group
North Carolina
$4.86M +$682K +2,925 +16%
UL
3452
Unionview LLC
Washington
$4.85M -$20K -86 -0.4%
EWA
3453
ERTS Wealth Advisors
Michigan
$4.84M -$35K -150 -0.7%
PRA
3454
Pine Ridge Advisers
New York
$4.84M -$1.04M -4,455 -18%
BWG
3455
Beta Wealth Group
California
$4.84M -$253K -1,086 -5%
BWM
3456
Birchcreek Wealth Management
Ohio
$4.83M -$239K -1,027 -5%
KA
3457
Kearns & Associates
California
$4.83M
WP
3458
Wealthspan Partners
Iowa
$4.83M -$10K -43 -0.2%
FCCM
3459
First City Capital Management
Georgia
$4.83M +$83.4K +358 +2%
BWM
3460
BlackDiamond Wealth Management
New York
$4.82M +$981K +4,373 +26%
PMG
3461
Private Management Group
California
$4.82M +$457K +1,962 +10%
SA
3462
Sicart Associates
New York
$4.81M
PWS
3463
Proactive Wealth Strategies
Georgia
$4.81M +$4.81M +20,662 New
FWM
3464
FSA Wealth Management
Massachusetts
$4.81M +$4.81M +20,655 New
PHWM
3465
Pine Harbor Wealth Management
Maryland
$4.81M -$962K -4,129 -17%
ADIM
3466
Alpha DNA Investment Management
Maryland
$4.81M +$37.3K +160 +0.8%
DTL
3467
Dynamic Technology Lab
Singapore
$4.81M -$2.98M -12,805 -38%
PHIMC
3468
Private Harbour Investment Management & Counsel
Ohio
$4.81M -$20.5K -88 -0.4%
SA
3469
Skyline Advisors
Washington
$4.8M -$581K -2,493 -11%
EWS
3470
Evergreen Wealth Solutions
Pennsylvania
$4.8M -$803K -3,448 -14%
TCM
3471
TD Capital Management
Tennessee
$4.8M +$9.79K +42 +0.2%
TC
3472
TAP Consulting
Missouri
$4.8M -$586K -2,513 -11%
AWM
3473
AAF Wealth Management
Massachusetts
$4.79M +$8.85K +38 +0.2%
EWM
3474
Elevatus Welath Management
New York
$4.79M +$14.7K +63 +0.3%
MLA
3475
MB, Levis & Associates
Pennsylvania
$4.79M -$56.4K -242 -1%