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 %
PSC
4351
Prentiss Smith & Co
Vermont
$1.67M
PRI
4352
Prepared Retirement Institute
Pennsylvania
$1.67M -$10K -43 -0.6%
PA
4353
Paragon Advisors
Texas
$1.66M +$86.2K +370 +5%
DI
4354
Disciplined Investments
Oklahoma
$1.66M -$408K -1,753 -20%
KWM
4355
Kanen Wealth Management
Florida
$1.65M
SFA
4356
Seneca Financial Advisors
New York
$1.65M -$63.4K -272 -4%
SL
4357
SFM LLC
New Hampshire
$1.65M -$18.2K -78 -1%
SRC
4358
Stone Run Capital
New York
$1.65M
MFGP
4359
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.64M +$466 +2 +0%
SL
4360
SWMG LLC
Texas
$1.64M +$1.31M +5,827 +401%
HWM
4361
HighMark Wealth Management
Minnesota
$1.64M +$20.5K +88 +1%
EARNEST Partners
4362
EARNEST Partners
Georgia
$1.63M -$27.5K -118 -2%
FA
4363
Fortis Advisors
Pennsylvania
$1.63M +$932 +4 +0.1%
JPG
4364
Jordan Park Group
California
$1.63M +$1.63M +7,000 New
GCM
4365
Gunderson Capital Management
South Carolina
$1.63M +$543K +2,331 +50%
MAV
4366
Mason & Associates (Virginia)
Virginia
$1.63M
SC
4367
Stephenson & Company
California
$1.62M -$5.59K -24 -0.3%
IW
4368
Instrumental Wealth
Florida
$1.62M +$22K +95 +1%
AI
4369
Axecap Investments
Ohio
$1.62M +$1.62M +6,943 New
MIAS
4370
Mason Investment Advisory Services
Virginia
$1.62M -$191K -818 -11%
SWM
4371
Shelton Wealth Management
Texas
$1.61M +$25.6K +110 +2%
ADMI
4372
Albert D. Mason Inc
Massachusetts
$1.61M -$23.5K -101 -1%
BFG
4373
Baron Financial Group
New Jersey
$1.61M -$39.1K -168 -2%
GWA
4374
Gibson Wealth Advisors
Texas
$1.61M +$233 +1 +0%
TWA
4375
Trellis Wealth Advisors
California
$1.6M +$647K +2,777 +68%