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 %
UCI
4101
Uncommon Cents Investing
Wisconsin
$2.42M
PP
4102
Prosperity Planning
Missouri
$2.42M +$5.83K +25 +0.2%
CCA
4103
Carrera Capital Advisors
Michigan
$2.42M +$560K +2,405 +30%
ST
4104
Sageworth Trust
Pennsylvania
$2.41M -$1.62M -6,973 -40%
FWM
4105
FMA Wealth Management
Massachusetts
$2.41M -$45.4K -195 -2%
HP
4106
HT Partners
Connecticut
$2.41M -$80.9K -347 -3%
MSF
4107
Mustard Seed Financial
Arkansas
$2.4M -$17.2K -74 -0.7%
SWM
4108
Seed Wealth Management
Illinois
$2.4M
NOI
4109
Newton One Investments
Delaware
$2.4M +$99.3K +426 +4%
PBC
4110
Pavion Blue Capital
California
$2.4M +$4.43K +19 +0.2%
LA
4111
Lakeside Advisors
Washington
$2.4M -$137K -587 -5%
HFS
4112
HBC Financial Services
Washington
$2.4M +$11K +48 +0.5%
BSG
4113
Black Swift Group
Colorado
$2.39M -$12.6K -54 -0.5%
FFWM
4114
Future Financial Wealth Management
Ohio
$2.39M -$26.1K -112 -1%
KWM
4115
Kaydan Wealth Management
Michigan
$2.38M -$54.8K -235 -2%
ICM
4116
Ionic Capital Management
New York
$2.38M +$2.38M +10,200 New
PIA
4117
Panoramic Investment Advisors
Colorado
$2.37M +$2.37M +10,188 New
SAS
4118
Stelac Advisory Services
New York
$2.37M +$272K +1,166 +13%
SIA
4119
Sage Investment Advisers
New York
$2.37M +$162K +695 +7%
TF
4120
Tudor Financial
Ohio
$2.37M +$2.37M +10,172 New
GFG
4121
GR Financial Group
Arizona
$2.37M -$4.19K -18 -0.2%
SC
4122
Sinecera Capital
Texas
$2.37M +$47.8K +205 +2%
SWM
4123
Shakespeare Wealth Management
Wisconsin
$2.36M +$87.8K +377 +4%
FWM
4124
ForthRight Wealth Management
Georgia
$2.36M -$48.7K -209 -2%
VPI
4125
Value Partners Investments
Manitoba, Canada
$2.36M +$1.25M +4,568 +114%