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 %
PWA
3626
Prairie Wealth Advisors
Nebraska
$4.17M -$75.5K -324 -2%
PCM
3627
Pinnbrook Capital Management
New York
$4.17M -$15.6M -67,029 -79%
TI
3628
Truepoint Inc
Ohio
$4.16M +$574K +2,464 +16%
BMD
3629
Better Money Decisions
New Mexico
$4.16M +$44.3K +190 +1%
TC
3630
Trust Company
Kansas
$4.14M -$191K -819 -4%
HCM
3631
Hutner Capital Management
Vermont
$4.14M -$8.39K -36 -0.2%
AP
3632
Arlington Partners
Alabama
$4.12M +$559K +2,398 +16%
GWA
3633
Geometric Wealth Advisors
District of Columbia
$4.11M -$103K -444 -2%
BCP
3634
Berkeley Capital Partners
Georgia
$4.1M +$324K +1,392 +9%
PWMG
3635
Private Wealth Management Group
New Jersey
$4.1M -$81.8K -351 -2%
SWM
3636
Sterling Wealth Management
Illinois
$4.09M +$1.39M +5,954 +51%
NFP
3637
Narus Financial Partners
Utah
$4.09M -$112K -482 -3%
WFPG
3638
Waller Financial Planning Group
Ohio
$4.09M +$549K +2,356 +16%
JGUA
3639
John G. Ullman & Associates
New York
$4.07M -$186K -798 -4%
CNFG
3640
Creegan & Nassoura Financial Group
New Hampshire
$4.06M -$4.66K -20 -0.1%
JGCM
3641
Joseph Group Capital Management
Ohio
$4.06M +$637K +2,733 +19%
DWA
3642
Delap Wealth Advisory
Oregon
$4.06M -$420K -1,803 -9%
RW
3643
Regimen Wealth
Georgia
$4.06M +$15.1K +65 +0.4%
OPPS
3644
Obsidian Personal Planning Solutions
Maryland
$4.05M -$21.5K -95 -0.5%
EFG
3645
Elios Financial Group
Ohio
$4.05M +$4.05M +17,377 New
SA
3646
Shilanski & Associates
Alaska
$4.04M -$455K -1,952 -10%
IA
3647
IMZ Advisory
Florida
$4.04M -$28.8K -127 -0.7%
CIAS
3648
CBIZ Investment Advisory Services
Ohio
$4.04M -$726K -3,114 -15%
ICMM
3649
Integrated Capital Management (Michigan)
Michigan
$4.04M +$4.04M +17,318 New
GIM
3650
Guild Investment Management
California
$4.03M +$219K +940 +6%