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 %
DW
3876
Dodds Wealth
Colorado
$3.18M -$25.9K -113 -0.8%
SB
3877
Sunflower Bank
Texas
$3.18M +$243K +1,042 +8%
IPW
3878
Intergy Private Wealth
Colorado
$3.18M +$132K +568 +4%
FCC
3879
Flower City Capital
New York
$3.18M +$609K +2,612 +24%
XSC
3880
X-Square Capital
Puerto Rico
$3.18M +$1.63K +7 +0.1%
TSW
3881
Three Seasons Wealth
Utah
$3.18M +$970K +4,164 +44%
WFA
3882
West Financial Advisors
Iowa
$3.18M +$97.4K +418 +3%
AGAM
3883
Audent Global Asset Management
California
$3.17M -$2.72M -11,669 -46%
RB
3884
Renasant Bank
Mississippi
$3.17M -$140K -603 -4%
SMF
3885
Sterling Manor Financial
New York
$3.17M +$42.4K +182 +1%
EE
3886
EWG Elevate
California
$3.17M -$403K -1,729 -11%
FWM
3887
Forza Wealth Management
Florida
$3.16M +$69.4K +298 +2%
HIC
3888
Harvey Investment Company
Kentucky
$3.16M -$41.2K -177 -1%
FAM
3889
Fenimore Asset Management
New York
$3.15M +$13K +56 +0.4%
LWM
3890
Latko Wealth Management
Illinois
$3.15M +$3.15M +13,537 New
PWM
3891
Power Wealth Management
Georgia
$3.15M -$1.07M -4,613 -25%
SHWM
3892
Smith & Howard Wealth Management
Georgia
$3.14M +$24.9K +107 +0.8%
GFP
3893
Guardian Financial Partners
California
$3.14M -$68.3K -293 -2%
MWM
3894
Maripau Wealth Management
Indiana
$3.14M +$609K +2,614 +24%
SCM
3895
Stonehearth Capital Management
Massachusetts
$3.13M -$55K -236 -2%
IPWA
3896
International Private Wealth Advisors
California
$3.13M +$2.31M +9,893 +280%
WI
3897
WBI Investments
New Jersey
$3.13M -$3.66M -15,695 -54%
KWA
3898
Kellett Wealth Advisors
Ohio
$3.12M -$36.3K -156 -1%
GIM
3899
Groesbeck Investment Management
New Jersey
$3.12M -$93K -399 -3%
FA
3900
Financial Alternatives
California
$3.11M