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 %
VFIC
4151
Valley Forge Investment Consultants
Pennsylvania
$2.26M +$160K +685 +8%
HPM
4152
Hudson Portfolio Management
New York
$2.25M +$2.25M +9,666 New
PWM
4153
Provident Wealth Management
Tennessee
$2.25M -$194K -831 -8%
1IA
4154
1620 Investment Advisors
Massachusetts
$2.25M +$10.5K +45 +0.5%
RAG
4155
RIA Advisory Group
Iowa
$2.25M +$2.25M +9,648 New
FL
4156
FreeGulliver LLC
Louisiana
$2.25M +$523K +2,246 +30%
GG
4157
GenWealth Group
New Jersey
$2.25M -$183K -784 -8%
AFS
4158
Access Financial Services
Minnesota
$2.23M -$89.9K -386 -4%
SCP
4159
Stevens Capital Partners
Nebraska
$2.23M +$51.7K +222 +2%
MMC
4160
Mizuho Markets Cayman
Cayman Islands
$2.22M +$1.44M +6,200 +185%
PFC
4161
Phocas Financial Corp
California
$2.22M
MIM
4162
Miller Investment Management
Pennsylvania
$2.21M
HG
4163
Harbor Group
New Hampshire
$2.18M +$1.17K +5 +0.1%
MCM
4164
Mainstay Capital Management
Michigan
$2.18M -$118K -508 -5%
CWA
4165
Cornerstone Wealth Advisors
Minnesota
$2.18M +$118K +505 +6%
EFP
4166
EnRich Financial Partners
Wisconsin
$2.18M +$15.4K +66 +0.7%
TWM
4167
Trinity Wealth Management
Pennsylvania
$2.18M +$921K +3,952 +73%
WWM
4168
Wiser Wealth Management
Georgia
$2.17M +$151K +646 +7%
WIM
4169
Waycross Investment Management
Washington
$2.17M -$335K -1,436 -13%
CMA
4170
Cedar Mountain Advisors
Oregon
$2.16M -$65K -279 -3%
LFA
4171
Level Financial Advisors
New York
$2.16M +$2.16M +9,263 New
PIM
4172
Provident Investment Management
Michigan
$2.16M +$36.3K +156 +2%
CAG
4173
Compass Advisory Group
New York
$2.16M -$383K -1,644 -15%
PIS
4174
POM Investment Strategies
North Carolina
$2.15M -$142K -610 -6%
GFL
4175
Granite FO LLC
New Hampshire
$2.15M