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 %
MSWM
3526
McGlone Suttner Wealth Management
Wisconsin
$4.59M -$468K -2,010 -9%
WWM
3527
Wolff Wiese Magana
California
$4.58M -$65.9K -283 -1%
DIP
3528
Davis Investment Partners
North Carolina
$4.57M -$606K -2,670 -12%
CIA
3529
Cascade Investment Advisors
Oregon
$4.57M -$61.7K -265 -1%
CA
3530
Crumly & Associates
Illinois
$4.57M +$192K +826 +4%
WFM
3531
Wolff Financial Management
Michigan
$4.56M +$54.5K +234 +1%
BFA
3532
Brown Financial Advisors
Ohio
$4.55M -$319K -1,367 -7%
NFA
3533
Northern Financial Advisors
Michigan
$4.55M -$43.6K -187 -0.9%
NIP
3534
Nicholas Investment Partners
California
$4.55M +$1.07M +4,591 +31%
AI
3535
Aperture Investors
New York
$4.54M +$4.54M +19,505 New
CA
3536
Cumberland Advisors
Florida
$4.54M +$303K +1,300 +7%
KCIC
3537
Kuhn & Co Investment Counsel
Illinois
$4.53M -$15.6K -67 -0.3%
TCM
3538
Tradewinds Capital Management
Washington
$4.52M +$119K +511 +3%
PAG
3539
Paladin Advisory Group
Iowa
$4.52M -$24.9K -107 -0.5%
HWMG
3540
Hurlow Wealth Management Group
Indiana
$4.52M -$54.8K -235 -1%
NI
3541
NCP Inc
California
$4.52M +$76.2K +327 +2%
USWIA
3542
UP Strategic Wealth Investment Advisors
Pennsylvania
$4.51M +$1.32M +5,649 +41%
EPA
3543
Element Pointe Advisors
Florida
$4.51M +$42.4K +182 +0.9%
GJIA
3544
Glass Jacobson Investment Advisors
Maryland
$4.51M -$37.3K -160 -0.8%
DL
3545
DOHJ LLC
Washington
$4.51M -$11.3K -50 -0.3%
AWM
3546
Aspire Wealth Management
Massachusetts
$4.5M -$37.7K -162 -0.8%
DFG
3547
Dupree Financial Group
Kentucky
$4.5M -$106K -453 -2%
FWM
3548
FMB Wealth Management
California
$4.49M +$116K +500 +3%
WA
3549
Westfuller Advisors
New York
$4.49M +$4.49M +19,291 New
CPG
3550
Cornerstone Planning Group
New Jersey
$4.49M +$26.9K +115 +0.6%