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 %
BA
4251
Bellwether Advisors
Nebraska
$1.96M -$3.71M -15,939 -65%
KNFPWM
4252
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.96M +$2.1K +9 +0.1%
AI
4253
Auour Investments
Massachusetts
$1.96M -$24.5K -105 -1%
KA
4254
Kooman & Associates
Pennsylvania
$1.95M -$12.6K -54 -0.6%
WA
4255
Waterford Advisors
New York
$1.95M -$233 -1 -0%
PCOTEOTHU
4256
Provident Company of the Employees of the Hebrew University
Israel
$1.95M
CTC
4257
Corundum Trust Company
South Dakota
$1.95M -$689K -2,958 -26%
EWA
4258
Elevate Wealth Advisory
Georgia
$1.94M +$466 +2 +0%
BA
4259
BCM Advisors
Louisiana
$1.94M +$47.3K +213 +2%
LAM
4260
LifePro Asset Management
California
$1.94M +$175K +752 +10%
LFPWM
4261
Leicht Financial Planning & Wealth Management
New Jersey
$1.93M +$47.1K +202 +2%
OPWM
4262
Oakwell Private Wealth Management
Texas
$1.93M -$99.7K -428 -5%
CW
4263
Code Waechter
Florida
$1.93M +$1.93M +8,272 New
EIP
4264
Easterly Investment Partners
Massachusetts
$1.93M
GPA
4265
Guidance Point Advisors
Massachusetts
$1.93M -$14K -60 -0.7%
TWM
4266
Trevian Wealth Management
Massachusetts
$1.92M +$233 +1 +0%
TIM
4267
Thornburg Investment Management
New Mexico
$1.92M +$777K +3,335 +68%
CWA
4268
CM Wealth Advisors
Ohio
$1.92M
MGIA
4269
Matthew Goff Investment Advisor
Texas
$1.91M -$511K -2,194 -21%
TWM
4270
Tolleson Wealth Management
Texas
$1.91M -$8.62K -37 -0.5%
MFS
4271
McNamara Financial Services
Massachusetts
$1.91M -$31.7K -136 -2%
CFP
4272
Cypress Financial Planning
New Jersey
$1.9M +$59.7K +256 +3%
GRA
4273
Golden Road Advisors
Florida
$1.9M -$42.2K -181 -2%
VIA
4274
Virtus Investment Advisers
Connecticut
$1.9M -$437K -1,875 -19%
EBSAM
4275
Eubel Brady & Suttman Asset Management
Ohio
$1.9M -$225K -966 -11%