5,074 hedge funds and large institutions have $1.97T invested in Apple in 2024 Q2 according to their latest regulatory filings, with 264 funds opening new positions, 2,214 increasing their positions, 2,322 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,074
Holders Change
+101
Holders Change %
+2.03%
% of All Funds
73.79%
Holding in Top 10
2,986
Holding in Top 10 Change
+352
Holding in Top 10 Change %
+13.36%
% of All Funds
43.43%
New
264
Increased
2,214
Reduced
2,322
Closed
93
Calls
$57.3B
Puts
$51.2B
Net Calls
+$6.07B
Net Calls Change
+$3.11B
Name Holding Trade Value Shares
Change
Shares
Change %
SA
4651
SRN Advisors
Pennsylvania
$917K
RP
4652
Riverwater Partners
Wisconsin
$916K -$71.4K -339 -7%
SAMC
4653
Spectrum Asset Management (California)
California
$916K -$1.74M -8,260 -66%
RWM
4654
Reston Wealth Management
Virginia
$916K +$2.95K +14 +0.3%
HNWA
4655
Henrickson Nauta Wealth Advisors
Michigan
$914K +$125K +595 +16%
BWM
4656
Boyd Wealth Management
California
$912K +$211 +1 +0%
LIWM
4657
Long Island Wealth Management
New York
$908K +$64.6K +307 +8%
SWM
4658
Sagace Wealth Management
Florida
$901K +$901K +4,025 New
TB
4659
Treynor Bancshares
Iowa
$900K -$885K -4,203 -50%
DPW
4660
DiNuzzo Private Wealth
Pennsylvania
$898K +$48.4K +230 +6%
LFASL
4661
Lugano Financial Advisors SA (LFA)
Switzerland
$896K +$75.8K +360 +9%
PCM
4662
Passive Capital Management
Maryland
$894K +$308K +1,462 +53%
HFS
4663
Hoge Financial Services
Pennsylvania
$888K +$287K +1,361 +48%
HPA
4664
High Probability Advisors
New York
$885K +$421 +2 +0%
FP
4665
Foundry Partners
Minnesota
$884K
SPWM
4666
Straight Path Wealth Management
Michigan
$881K -$46.3K -220 -5%
GPW
4667
Gentry Private Wealth
Kansas
$876K +$876K +4,161 New
RA
4668
Regis Acquisition
Colorado
$874K
DP
4669
Denver PWM
Colorado
$874K -$47.6K -226 -5%
HA
4670
HFG Advisors
Ohio
$868K
PM
4671
Penbrook Management
New York
$864K -$140K -666 -14%
RP
4672
Regal Partners
Australia
$864K +$864K +4,100 New
UI
4673
Unconventional Investor
New Hampshire
$863K -$133K -632 -13%
TWA
4674
Trellis Wealth Advisors
California
$861K
KGC
4675
Kennon-Green & Company
Ohio
$861K +$1.05K +5 +0.1%