5,074 hedge funds and large institutions have $1.97T invested in Apple in 2024 Q2 according to their latest regulatory filings, with 264 funds opening new positions, 2,214 increasing their positions, 2,322 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,074
Holders Change
+101
Holders Change %
+2.03%
% of All Funds
73.79%
Holding in Top 10
2,986
Holding in Top 10 Change
+352
Holding in Top 10 Change %
+13.36%
% of All Funds
43.43%
New
264
Increased
2,214
Reduced
2,322
Closed
93
Calls
$57.3B
Puts
$51.2B
Net Calls
+$6.07B
Net Calls Change
+$3.11B
Name Holding Trade Value Shares
Change
Shares
Change %
WF
3976
Warner Financial
Maryland
$2.76M -$14.1K -67 -0.5%
CAM
3977
Concorde Asset Management
Michigan
$2.76M -$842 -4 -0%
MDSL
3978
M.D. Sass LLC
New York
$2.76M +$2.76M +13,100 New
IPW
3979
Intergy Private Wealth
Colorado
$2.76M +$84.5K +401 +3%
FWM
3980
Fortress Wealth Management
California
$2.75M -$3.79K -18 -0.1%
TBWA
3981
Three Bridge Wealth Advisors
California
$2.75M -$676K -3,208 -20%
RF
3982
RHS Financial
California
$2.75M +$1.27M +6,023 +86%
MPCA
3983
Madison Park Capital Advisors
Washington
$2.74M +$30.1K +143 +1%
CAG
3984
Curtis Advisory Group
California
$2.74M +$16.4K +78 +0.6%
PWM
3985
Penobscot Wealth Management
Maine
$2.73M -$329K -1,454 -11%
BFA
3986
Brendel Financial Advisors
New Hampshire
$2.72M +$52K +247 +2%
TWA
3987
Talisman Wealth Advisors
New Jersey
$2.71M +$152K +721 +6%
SFS
3988
Solitude Financial Services
Virginia
$2.71M -$191K -908 -7%
T
3989
TOBAM
France
$2.7M -$1.82M -8,634 -40%
BTC
3990
Bank & Trust Company
Illinois
$2.7M +$2.7M +12,824 New
SL
3991
Stevard LLC
Illinois
$2.7M +$373K +1,772 +16%
HIA
3992
HTG Investment Advisors
Connecticut
$2.7M -$421 -2 -0%
WFP
3993
Wrenne Financial Planning
Kentucky
$2.69M +$421 +2 +0%
GKIM
3994
GW&K Investment Management
Massachusetts
$2.69M +$346K +1,642 +15%
PS
3995
Portfolio Strategies
New York
$2.69M -$17.6M -83,427 -87%
CKAIS
3996
Christensen King & Associates Investment Services
Washington
$2.69M -$96.3K -457 -3%
CCA
3997
Clarity Capital Advisors
Florida
$2.68M -$4.84K -23 -0.2%
CPW
3998
Catalyst Private Wealth
California
$2.68M -$52.7K -250 -2%
RWMH
3999
Riverpoint Wealth Management Holdings
Illinois
$2.68M +$4K +19 +0.1%
MAM
4000
Marquette Asset Management
Minnesota
$2.67M