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 %
EFG
4426
Ehrlich Financial Group
California
$1.46M +$3.26K +14 +0.2%
AFP
4427
Alpha Financial Partners
Kentucky
$1.46M +$116K +498 +9%
HSWS
4428
Higgins & Schmidt Wealth Strategies
Colorado
$1.46M -$32.2K -138 -2%
AFWM
4429
AMJ Financial Wealth Management
Virginia
$1.45M -$88.8K -381 -6%
TWD
4430
True Wealth Design
Ohio
$1.45M -$837K -3,591 -37%
HFA
4431
Highland Financial Advisors
New Jersey
$1.45M -$92.2K -396 -6%
FIBT
4432
First International Bank & Trust
North Dakota
$1.45M +$107K +458 +8%
MWM
4433
MorganRosel Wealth Management
Colorado
$1.45M +$1.17K +5 +0.1%
TDC
4434
Thompson Davis & Co
Virginia
$1.45M -$19.3K -83 -1%
VFA
4435
Voya Financial Advisors
Connecticut
$1.44M -$156K -687 -10%
LFA
4436
LGT Financial Advisors
Texas
$1.44M -$333K -1,427 -19%
PPW
4437
Presilium Private Wealth
Pennsylvania
$1.44M
T2I
4438
Turim 21 Investimentos
Brazil
$1.44M
AC
4439
ASB Consultores
Florida
$1.44M +$123K +529 +9%
APC
4440
Asset Planning Corporation
Tennessee
$1.43M
GWM
4441
GoalFusion Wealth Management
Texas
$1.43M
MGWA
4442
Monument Group Wealth Advisors
Massachusetts
$1.43M -$3.26K -14 -0.2%
SLA
4443
Silver Lake Advisory
Utah
$1.43M +$1.17K +5 +0.1%
SHIM
4444
Stone House Investment Management
Pennsylvania
$1.42M -$5.36K -23 -0.4%
GWM
4445
Greenhouse Wealth Management
Connecticut
$1.42M +$1.4K +6 +0.1%
AMIM
4446
Aull & Monroe Investment Management
Alabama
$1.42M
SJGA
4447
Stephen J. Garry & Associates
New York
$1.42M +$47.3K +203 +3%
WAG
4448
Wheelhouse Advisory Group
Missouri
$1.42M -$67.3K -289 -5%
DLHL
4449
Donald L. Hagan LLC
Florida
$1.42M -$163K -700 -10%
MAG
4450
Mokosak Advisory Group
Iowa
$1.41M +$1.4K +6 +0.1%