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 %
DA
3951
Drake & Associates
Wisconsin
$2.95M +$257K +1,101 +10%
WWM
3952
Waterway Wealth Management
Texas
$2.95M -$274K -1,175 -9%
FFM
3953
Flagstone Financial Management
Nebraska
$2.94M +$1.5M +6,451 +105%
NWAG
3954
Net Worth Advisory Group
Utah
$2.94M +$2.94M +12,613 New
HWP
3955
Hibernia Wealth Partners
Louisiana
$2.94M +$1.62M +6,963 +123%
WFL
3956
Wealth Forward LLC
North Dakota
$2.93M +$210K +901 +8%
CWM
3957
Compass Wealth Management
Connecticut
$2.93M -$149K -641 -5%
S4W
3958
Solutions 4 Wealth
Texas
$2.92M -$173K -741 -6%
HSG
3959
Helen Stephens Group
Texas
$2.92M -$437K -1,877 -13%
MPWS
3960
McCarter Private Wealth Services
Massachusetts
$2.92M +$2.92M +12,536 New
PFG
3961
Pinnacle Financial Group
Illinois
$2.92M +$6.99K +30 +0.2%
MA
3962
MKT Advisors
California
$2.92M +$52.4K +231 +2%
BFA
3963
Brendel Financial Advisors
New Hampshire
$2.92M -$94.1K -404 -3%
AA
3964
AlphaMark Advisors
Kentucky
$2.91M -$34.7K -149 -1%
PWA
3965
Peterson Wealth Advisors
Utah
$2.9M +$112K +482 +4%
PCMN
3966
Paradigm Capital Management (Nevada)
Nevada
$2.9M +$2.9M +12,431 New
CWM
3967
Cherrydale Wealth Management
New Jersey
$2.89M +$18.9K +81 +0.7%
WCM
3968
Wallace Capital Management
Texas
$2.89M +$85.5K +367 +3%
KSWWM
3969
Keyes Stange & Wooten Wealth Management
Florida
$2.89M -$34.7K -149 -1%
CI
3970
CacheTech Inc
Utah
$2.88M -$201K -864 -7%
AWM
3971
Adams Wealth Management
Utah
$2.88M -$201K -864 -7%
TA
3972
TrueWealth Advisors
Alabama
$2.88M -$68K -292 -2%
GCP
3973
Gill Capital Partners
Colorado
$2.87M +$39.8K +171 +1%
SFM
3974
Systematic Financial Management
New Jersey
$2.87M
CKAIS
3975
Christensen King & Associates Investment Services
Washington
$2.87M -$99.5K -427 -3%