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 %
MWM
3851
MinichMacGregor Wealth Management
New York
$3.27M
BFS
3852
Burkett Financial Services
South Carolina
$3.27M +$4.66K +20 +0.1%
FP
3853
Fiduciary Planning
Florida
$3.27M +$352K +1,510 +12%
CTWM
3854
Cherry Tree Wealth Management
Minnesota
$3.26M +$466 +2 +0%
MFT
3855
Moisand Fitzgerald Tamayo
Florida
$3.25M -$51K -219 -2%
PFA
3856
Professional Financial Advisors
Nebraska
$3.25M +$15.8K +68 +0.5%
CWM
3857
Chicago Wealth Management
Illinois
$3.25M -$699 -3 -0%
BCM
3858
Barden Capital Management
Texas
$3.24M -$11K -47 -0.3%
VBWMG
3859
Von Berge Wealth Management Group
California
$3.24M -$212K -951 -6%
VWM
3860
Vivid Wealth Management
Iowa
$3.22M -$285K -1,224 -8%
CWM
3861
Campbell Wealth Management
Virginia
$3.22M -$2.04M -8,746 -39%
OFS
3862
Oldfather Financial Services
Nebraska
$3.22M +$33.1K +142 +1%
ODA
3863
One Degree Advisors
California
$3.22M -$85.2K -374 -3%
OIC
3864
Orion Investment Company
Missouri
$3.21M
MPW
3865
MA Private Wealth
California
$3.21M +$5.59K +24 +0.2%
MIM
3866
Meridiem Investment Management
United Kingdom
$3.21M -$166K -713 -5%
APM
3867
Advanced Portfolio Management
New York
$3.21M -$2.78M -11,934 -46%
WCM
3868
Weik Capital Management
Pennsylvania
$3.21M
BBP
3869
Banco BTG Pactual
Brazil
$3.2M -$11.1M -47,656 -78%
CWA
3870
Core Wealth Advisors
Florida
$3.2M +$319K +1,371 +11%
CWM
3871
CCG Wealth Management
California
$3.2M -$11.7K -50 -0.4%
BCM
3872
BluePointe Capital Management
California
$3.2M +$82.5K +354 +3%
SHFP
3873
Second Half Financial Partners
Florida
$3.2M +$3.2M +13,728 New
SWM
3874
SFG Wealth Management
Maryland
$3.2M +$37K +159 +1%
UFA
3875
US Financial Advisors
Massachusetts
$3.19M -$199K -856 -6%