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 %
WFP
3926
Wrenne Financial Planning
Kentucky
$3.01M +$26.1K +112 +0.9%
PS
3927
Portfolio Strategies
New York
$2.99M +$16.1K +69 +0.5%
T
3928
TOBAM
France
$2.99M +$2.56K +11 +0.1%
HIA
3929
HTG Investment Advisors
Connecticut
$2.99M +$932 +4 +0%
BTC
3930
Bank & Trust Company
Illinois
$2.99M -$2.8K -12 -0.1%
MAWAG
3931
Mid-American Wealth Advisory Group
Missouri
$2.98M -$281K -1,206 -9%
RWM
3932
Refined Wealth Management
Utah
$2.98M +$34K +146 +1%
HVCM
3933
Hel Ved Capital Management
Hong Kong
$2.98M +$2.98M +12,780 New
W
3934
WealthCollab
Washington
$2.97M +$28.4K +122 +1%
RWMH
3935
Riverpoint Wealth Management Holdings
Illinois
$2.96M +$2.8K +12 +0.1%
DPW
3936
DiNuzzo Private Wealth
Pennsylvania
$2.96M +$1.97M +8,452 +198%
NICM
3937
Neo Ivy Capital Management
New York
$2.96M -$3.13M -13,428 -51%
WN
3938
Williams & Novak
California
$2.96M +$374K +1,604 +14%
CPW
3939
Catalyst Private Wealth
California
$2.96M -$3.26K -14 -0.1%
TBWA
3940
Three Bridge Wealth Advisors
California
$2.96M -$81.8K -351 -3%
NPI
3941
New Perspectives Inc
Mississippi
$2.96M +$23.1K +99 +0.8%
FPWM
3942
FSB Premier Wealth Management
Iowa
$2.96M +$25.2K +108 +0.9%
MAM
3943
Marquette Asset Management
Minnesota
$2.96M
BAM
3944
Blueshift Asset Management
New Jersey
$2.96M -$1.06M -4,557 -26%
TWA
3945
Talisman Wealth Advisors
New Jersey
$2.95M +$1.6K +7 +0.1%
HFF
3946
Halter Ferguson Financial
Indiana
$2.95M +$35K +150 +1%
TF
3947
TLWM Financial
Texas
$2.95M -$797K -3,421 -21%
RWA
3948
Rooted Wealth Advisors
Illinois
$2.95M -$86.7K -391 -3%
FWM
3949
Fortress Wealth Management
California
$2.95M -$93.2K -400 -3%
CCA
3950
Clarity Capital Advisors
Florida
$2.95M -$19.1K -82 -0.6%