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 %
HFA
4076
Harbert Fund Advisors
Alabama
$2.5M +$2.5M +10,750 New
SFC
4077
Sprinkle Financial Consultants
Colorado
$2.5M +$1.4K +6 +0.1%
VL
4078
Vima LLC
Michigan
$2.5M +$699 +3 +0%
3F
4079
360 Financial
Minnesota
$2.5M -$77.8K -334 -3%
CCP
4080
Carmel Capital Partners
California
$2.5M
SJL
4081
Shayne & Jacobs LLC
Tennessee
$2.49M +$233 +1 +0%
PAG
4082
Powers Advisory Group
Illinois
$2.49M +$18.6K +80 +0.8%
GWSA
4083
Global Wealth Strategies & Associates
Colorado
$2.49M +$94.6K +406 +4%
DWM
4084
Dopkins Wealth Management
New York
$2.47M -$1.09M -4,661 -31%
EPP
4085
ETF Portfolio Partners
Kansas
$2.47M
CG
4086
Clifford Group
Massachusetts
$2.47M +$79.5K +341 +3%
FPTW
4087
Franklin, Parlapiano, Turner & Welch
Texas
$2.46M
SC
4088
Saiph Capital
New Jersey
$2.46M -$11.7K -465 -0.5%
LC
4089
Longitude (Cayman)
Cayman Islands
$2.46M -$233K -1,000 -9%
BAMG
4090
Brand Asset Management Group
Missouri
$2.44M +$810K +3,477 +50%
Cohen & Steers
4091
Cohen & Steers
New York
$2.44M -$109K -466 -4%
CWMGP
4092
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.44M -$87.1K -374 -3%
SWMG
4093
Sard Wealth Management Group
Georgia
$2.44M +$2.1K +9 +0.1%
YCG
4094
Yeomans Consulting Group
Georgia
$2.44M +$243K +1,044 +11%
CSIA
4095
Conrad Siegel Investment Advisors
Pennsylvania
$2.43M +$30.1K +129 +1%
CM
4096
Columbus Macro
Pennsylvania
$2.43M -$14.2K -62 -0.6%
FCM
4097
Fairbanks Capital Management
California
$2.43M
SPL
4098
Smart Portfolios LLC
Washington
$2.43M -$86.9K -373 -3%
CPWM
4099
Cypress Point Wealth Management
Texas
$2.43M +$29.4K +126 +1%
VC
4100
Veery Capital
Delaware
$2.43M -$2.8K -12 -0.1%