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 %
NMM
4276
Naples Money Management
Florida
$1.89M +$2.8K +12 +0.1%
MWM
4277
McNaughton Wealth Management
California
$1.89M -$74.3K -319 -4%
VA
4278
Verdad Advisers
Massachusetts
$1.89M +$1.41M +6,059 +294%
DACG
4279
Donor Advised Charitable Giving
California
$1.89M
IFA
4280
Interactive Financial Advisors
Illinois
$1.89M
BWM
4281
Brown Wealth Management
Illinois
$1.88M +$141K +606 +8%
WWWM
4282
White Wing Wealth Management
Texas
$1.88M -$18.9K -81 -1%
NA
4283
Nordwand Advisors
Pennsylvania
$1.88M -$106K -457 -5%
GWP
4284
Gen-Wealth Partners
Michigan
$1.87M -$210K -912 -10%
EFIC
4285
Eliot Finkel Investment Counsel
California
$1.87M
EP
4286
Essential Planning
New Hampshire
$1.87M -$88.8K -381 -5%
HKAM
4287
Horizon Kinetics Asset Management
New York
$1.87M -$81.6K -350 -4%
DA
4288
DCF Advisers
Connecticut
$1.86M -$2.33M -10,000 -56%
Aristotle Capital Management
4289
Aristotle Capital Management
California
$1.86M
AFIA
4290
America First Investment Advisors
Nebraska
$1.86M
LAM
4291
Lifestyle Asset Management
Texas
$1.86M +$11.9K +51 +0.6%
BGDI
4292
BW Gestao de Investimentos
Brazil
$1.86M +$552K +2,370 +42%
ICM
4293
Intrepid Capital Management
Florida
$1.85M -$72.2K -310 -4%
HCM
4294
Horrell Capital Management
Arkansas
$1.85M -$23.1K -99 -1%
CAM
4295
Costello Asset Management
Pennsylvania
$1.85M +$144K +620 +8%
CC
4296
Copperleaf Capital
North Carolina
$1.85M -$209K -895 -10%
LFA
4297
Legend Financial Advisors
Pennsylvania
$1.84M -$234K -1,006 -11%
OWM
4298
Orgel Wealth Management
Wisconsin
$1.84M -$139K -597 -7%
RFO
4299
RiverGlades Family Offices
Florida
$1.83M +$4.66K +20 +0.3%
BBL
4300
Beck Bode LLC
Massachusetts
$1.83M -$123K -529 -6%