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 %
SFA
3551
Source Financial Advisors
New York
$4.48M +$46.4K +199 +1%
AA
3552
Acorns Advisers
California
$4.48M +$654K +2,806 +17%
UCB
3553
United Community Bank
South Carolina
$4.48M -$658K -2,825 -13%
SAMT
3554
Select Asset Management & Trust
Pennsylvania
$4.48M +$375K +1,611 +9%
TW
3555
Towerpoint Wealth
California
$4.48M -$163K -701 -4%
LWA
3556
Ledgewood Wealth Advisors
New Hampshire
$4.46M +$769K +3,301 +21%
FWM
3557
FFT Wealth Management
Pennsylvania
$4.45M +$1.97M +8,452 +79%
GCM
3558
Glynn Capital Management
California
$4.45M -$3.01M -12,911 -40%
WWM
3559
WJ Wealth Management
Arizona
$4.45M +$705K +3,026 +19%
CWM
3560
Cahill Wealth Management
Michigan
$4.45M -$2.8K -12 -0.1%
FC
3561
FCA Corp
Texas
$4.45M +$11.4K +49 +0.3%
SSW
3562
Stone Summit Wealth
Florida
$4.44M -$53.4K -229 -1%
CW
3563
Cook Wealth
North Carolina
$4.43M +$179K +777 +4%
LAM
3564
Lakewood Asset Management
Illinois
$4.43M -$817K -3,507 -16%
NC
3565
Napatree Capital
Rhode Island
$4.42M +$264K +1,134 +6%
AWA
3566
Acorn Wealth Advisors
Michigan
$4.42M +$144K +620 +3%
PWM
3567
Praetorian Wealth Management
California
$4.41M +$138K +594 +3%
KCM
3568
Kaye Capital Management
California
$4.41M -$12.1K -52 -0.3%
QT
3569
Quantbot Technologies
New York
$4.4M -$686K -2,946 -13%
MA
3570
Mosaic Advisors
Texas
$4.4M +$7.46K +32 +0.2%
BWM
3571
BCGM Wealth Management
Indiana
$4.39M -$178K -766 -4%
AWMT
3572
AAFMAA Wealth Management & Trust
North Carolina
$4.38M +$139K +597 +3%
TWP
3573
Triad Wealth Partners
Kansas
$4.38M +$1.6M +6,852 +57%
CPL
3574
CAP Partners LLC
Tennessee
$4.37M -$27.7K -119 -0.6%
NIWA
3575
New Insight Wealth Advisors
California
$4.36M -$244K -1,049 -5%