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 %
GSAM
3751
Grant Street Asset Management
Pennsylvania
$3.57M -$10.5K -45 -0.3%
VBFP
3752
Valtinson Bruner Financial Planning
Minnesota
$3.57M -$3.14M -13,474 -47%
OWP
3753
ORG Wealth Partners
Texas
$3.57M +$3.57M +15,303 New
EW
3754
Enzi Wealth
Texas
$3.56M +$1.82M +7,873 +105%
AL
3755
ADE LLC
Maryland
$3.55M -$60.1K -258 -2%
RWRC
3756
R.W. Roge & Company
New York
$3.55M -$831K -3,569 -19%
LWM
3757
Lionsbridge Wealth Management
Florida
$3.55M -$53.6K -230 -1%
NQWM
3758
Northwest Quadrant Wealth Management
Oregon
$3.55M -$22.1K -95 -0.6%
FAM
3759
Flaharty Asset Management
Florida
$3.55M -$31K -133 -0.9%
MAM
3760
McCarthy Asset Management
California
$3.55M -$3.69M -15,816 -51%
2L
3761
25 LLC
Missouri
$3.55M +$68.5K +294 +2%
DSA
3762
Droms Strauss Advisors
Missouri
$3.55M -$465K -1,995 -12%
CFG
3763
CKW Financial Group
Hawaii
$3.55M +$679 +3 +0%
RS
3764
Rakuten Securities
Japan
$3.54M -$305K -1,307 -8%
LSA
3765
Lansing Street Advisors
Pennsylvania
$3.54M +$421K +1,805 +13%
E
3766
ETFidea
New York
$3.54M -$15.8K -68 -0.4%
VR
3767
Valued Retirements
Texas
$3.54M +$55.9K +240 +2%
ECM
3768
Elgethun Capital Management
South Dakota
$3.53M -$207K -890 -6%
WAM
3769
Werlinich Asset Management
Connecticut
$3.53M
MWM
3770
Mosley Wealth Management
California
$3.53M +$266K +1,126 +8%
EGWAG
3771
Elwood & Goetz Wealth Advisory Group
Georgia
$3.53M +$1.35M +5,804 +62%
JIC
3772
JRM Investment Counsel
Nebraska
$3.53M -$376K -1,613 -10%
CSWG
3773
Cardinal Strategic Wealth Guidance
Kentucky
$3.53M +$91.3K +392 +3%
RFP
3774
RCS Financial Planning
Maryland
$3.52M -$37.7K -162 -1%
5SA
3775
5th Street Advisors
Connecticut
$3.52M +$870K +3,736 +33%