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 %
SPIO
4001
Seven Post Investment Office
California
$2.79M +$233 +1 +0%
CPA
4002
Clear Point Advisors
New York
$2.78M +$25.4K +109 +0.9%
IWM
4003
Iams Wealth Management
Nebraska
$2.78M +$384K +1,648 +16%
RCIM
4004
Red Cedar Investment Management
Michigan
$2.78M
CCA
4005
Cottonwood Capital Advisors
Utah
$2.78M -$69.9K -300 -2%
RIA
4006
Richwood Investment Advisors
Ohio
$2.77M -$19.1K -82 -0.7%
HKIMG
4007
Hutchens & Kramer Investment Management Group
Indiana
$2.77M +$452K +2,000 +20%
HC
4008
Hara Capital
Washington
$2.76M -$69.9K -300 -2%
HIF
4009
Hill Island Financial
Michigan
$2.76M +$141K +606 +5%
CNTOF
4010
Canandaigua National Trust of Florida
New York
$2.75M +$2.75M +11,813 New
PCM
4011
Palouse Capital Management
Washington
$2.75M -$20.3K -87 -0.7%
FFL
4012
Financial Freedom LLC
Ohio
$2.75M +$2.1K +9 +0.1%
WI
4013
Wedgewood Investors
Pennsylvania
$2.74M -$69.9K -300 -2%
MAA
4014
Mraz Amerine & Associates
California
$2.74M -$11.4K -49 -0.4%
B
4015
Barings
North Carolina
$2.72M +$256K +1,098 +10%
PWAC
4016
Private Wealth Advisors (California)
California
$2.72M -$47.5K -210 -2%
PWM
4017
Prentice Wealth Management
New York
$2.71M -$46.8K -201 -2%
FS
4018
Financial Symmetry
North Carolina
$2.71M -$37.5K -161 -1%
RI
4019
RWWM Inc
California
$2.71M -$233 -1 -0%
RFP
4020
Roth Financial Partners
Texas
$2.69M
CRI
4021
Commonwealth Retirement Investments
Virginia
$2.68M +$371K +1,592 +16%
GA
4022
GoalVest Advisory
New York
$2.68M +$263K +1,129 +11%
FNWA
4023
Financial Network Wealth Advisors
Utah
$2.68M -$2.42M -10,389 -47%
DWA
4024
Delos Wealth Advisors
Texas
$2.68M -$76K -326 -3%
BIG
4025
Builder Investment Group
Georgia
$2.68M +$18.4K +79 +0.7%