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 %
KHCM
3826
Kirtland Hills Capital Management
Ohio
$3.36M -$7.69K -33 -0.2%
BCM
3827
BluePath Capital Management
Georgia
$3.36M +$82K +352 +3%
PWMG
3828
Pinnacle Wealth Management Group
Michigan
$3.36M +$16.3K +70 +0.5%
CCM
3829
Compass Capital Management
Minnesota
$3.35M -$99K -425 -3%
UPS
3830
UHLMANN PRICE SECURITIES
Illinois
$3.35M +$3.35M +14,390 New
EWM
3831
Evergreen Wealth Management
Michigan
$3.35M +$594K +2,549 +22%
SFPG
3832
Stonebridge Financial Planning Group
Florida
$3.35M +$38.2K +164 +1%
FFA
3833
Frazier Financial Advisors
Ohio
$3.35M +$392K +1,682 +13%
NRD
3834
Nebula Research & Development
New York
$3.34M +$510K +2,188 +18%
CGF
3835
Constant Guidance Financial
Massachusetts
$3.33M -$1.33M -5,703 -29%
FFA
3836
Fortune Financial Advisors
Kansas
$3.33M -$2.26M -9,720 -40%
OPOWM
3837
One Plus One Wealth Management
Florida
$3.33M -$46.4K -199 -1%
GWI
3838
Grace & White Inc
New York
$3.33M -$770K -3,306 -19%
DCM
3839
Davidson Capital Management
Texas
$3.33M -$532K -2,282 -14%
AR
3840
Apeiron RIA
Texas
$3.32M +$122K +522 +4%
TLA
3841
Tanglewood Legacy Advisors
Texas
$3.32M +$1.17K +5 +0%
CFGSD
3842
Compass Financial Group (South Dakota)
South Dakota
$3.32M -$33.6K -144 -1%
CWMS
3843
Cannon Wealth Management Services
North Carolina
$3.32M +$3.32M +14,233 New
WAM
3844
WealthTrust Asset Management
Florida
$3.31M -$639K -2,744 -16%
SWM
3845
SK Wealth Management
Rhode Island
$3.3M +$3.3M +12,927 New
SSWG
3846
Seven Springs Wealth Group
Tennessee
$3.3M +$12.8K +55 +0.4%
RK
3847
Rather & Kittrell
Tennessee
$3.3M +$17.2K +74 +0.5%
TNAM
3848
Terra Nova Asset Management
New York
$3.3M +$1.65M +7,081 +100%
GAM
3849
Garrison Asset Management
Arkansas
$3.28M -$52K -223 -2%
AFGAS
3850
Allegiance Financial Group Advisory Services
Virginia
$3.28M -$163K -699 -5%