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 %
SWM
3651
SilverOak Wealth Management
Minnesota
$4.03M +$12.8K +55 +0.3%
LIM
3652
Loudon Investment Management
New Hampshire
$4.02M -$15.1K -65 -0.4%
TAM
3653
Todd Asset Management
Kentucky
$4.02M
FCM
3654
Firestone Capital Management
Florida
$4.02M +$575K +2,468 +17%
MAG
3655
M3 Advisory Group
Massachusetts
$4.02M +$267K +1,148 +7%
LA
3656
Latitude Advisors
Florida
$4.02M +$11.7K +50 +0.3%
AIM
3657
Aspen Investment Management
Michigan
$4.02M -$15.1K -65 -0.4%
CNB
3658
Camden National Bank
Maine
$4.01M +$38K +163 +1%
WA
3659
Wealthstream Advisors
New York
$4M +$93K +399 +2%
KFS
3660
Kelly Financial Services
Massachusetts
$4M +$89K +382 +2%
CWA
3661
Consilio Wealth Advisors
Washington
$3.99M +$774K +3,324 +24%
HCM
3662
HMS Capital Management
Tennessee
$3.99M +$5.13K +22 +0.1%
GPA
3663
Guerra Pan Advisors
New Jersey
$3.98M
PC
3664
Permanens Capital
New York
$3.98M -$3.25M -13,933 -45%
WCP
3665
Wick Capital Partners
Pennsylvania
$3.98M +$1.85M +7,956 +87%
FCG
3666
Fielder Capital Group
Tennessee
$3.98M +$53.8K +231 +1%
IAMOG
3667
Investors Asset Management of Georgia
Georgia
$3.97M +$55.9K +240 +1%
CBOR
3668
Community Bank of Raymore
Missouri
$3.97M +$44K +189 +1%
CIA
3669
Caerus Investment Advisors
Texas
$3.96M -$1.63K -7 -0%
CM
3670
Crestline Management
Texas
$3.96M -$22.6M -97,000 -85%
BDWCC
3671
B&D White Capital Company
Texas
$3.96M +$388K +1,665 +11%
AIM
3672
Athena Investment Management
California
$3.96M -$34.3K -147 -0.9%
DFS
3673
Dixon Fnancial Services
California
$3.95M +$47.8K +205 +1%
NA
3674
Nottingham Advisors
New York
$3.95M -$1.19M -5,104 -23%
MPAM
3675
Murphy Pohlad Asset Management
Minnesota
$3.95M -$161K -689 -4%