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 %
SCM
4501
Sirios Capital Management
Massachusetts
$1.3M -$636K -2,730 -33%
FWC
4502
First Washington Corp
Washington
$1.29M -$208K -894 -14%
DFC
4503
DBK Financial Counsel
Ohio
$1.29M +$932 +4 +0.1%
PCI
4504
Pacifica Capital Investments
Texas
$1.29M -$5.36K -23 -0.4%
SPW
4505
Sonoma Private Wealth
California
$1.29M -$29.1K -125 -2%
ORG
4506
Optimist Retirement Group
Washington
$1.29M +$1.29M +5,535 New
BFS
4507
Bare Financial Services
Pennsylvania
$1.29M +$233 +1 +0%
HCA
4508
Heck Capital Advisors
Wisconsin
$1.29M -$365K -1,568 -22%
EA
4509
Evolution Advisers
Virginia
$1.28M -$21.4K -92 -2%
JC
4510
Jentner Corp
Ohio
$1.27M +$69.7K +299 +6%
JFG
4511
JMG Financial Group
Illinois
$1.27M +$233 +1 +0%
CFG
4512
Compton Financial Group
Maryland
$1.27M
HFAS
4513
Hummer Financial Advisory Services
Illinois
$1.27M
FEM
4514
Fulcrum Equity Management
Texas
$1.27M +$2.56K +11 +0.2%
T
4515
TrueFG
Texas
$1.26M +$89.5K +384 +8%
BBW
4516
Blue Barn Wealth
Utah
$1.26M +$500K +2,145 +66%
OAS
4517
Optivise Advisory Services
Tennessee
$1.26M +$51.3K +220 +4%
SWM
4518
Sagace Wealth Management
Florida
$1.25M +$322K +1,391 +35%
FPW
4519
Flagship Private Wealth
Massachusetts
$1.25M -$49.4K -212 -4%
WAG
4520
Windsor Advisory Group
Ohio
$1.25M +$86K +369 +7%
SWM
4521
Seaside Wealth Management
California
$1.24M +$233 +1 +0%
BWL
4522
Beacon Wealthcare LLC
North Carolina
$1.24M +$56.4K +242 +5%
IF
4523
Insight Folios
North Carolina
$1.23M -$47.1K -202 -4%
BI
4524
Berkeley Inc
Idaho
$1.23M +$722K +3,099 +142%
TWM
4525
TSA Wealth Management
Texas
$1.23M +$66.6K +286 +6%