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 %
HWM
4676
Horizons Wealth Management
North Carolina
$858K -$76K -339 -8%
CF
4677
Cyr Financial
Illinois
$857K +$857K +4,070 New
EMAM
4678
Encompass More Asset Management
California
$856K +$16.6K +79 +2%
NHFG
4679
New Harbor Financial Group
Massachusetts
$853K +$332K +1,577 +64%
SFP
4680
Strategic Financial Partners
Oregon
$852K +$3.58K +17 +0.4%
UA
4681
Unison Advisors
District of Columbia
$852K +$211 +1 +0%
ACM
4682
Ashford Capital Management
Delaware
$849K
FFW
4683
Fusion Family Wealth
New York
$847K
VPI
4684
Value Partners Investments
Manitoba, Canada
$846K -$15K -71 -2%
TDWM
4685
Topel & Distasi Wealth Management
California
$846K
FP
4686
FFG Partners
Florida
$846K -$15K -71 -2%
ACM
4687
Altrius Capital Management
North Carolina
$844K +$47K +223 +6%
BSWM
4688
Boston Standard Wealth Management
Massachusetts
$843K -$110K -521 -12%
FF
4689
Fluent Financial
Texas
$843K -$903K -4,287 -52%
SCA
4690
Sassicaia Capital Advisers
New York
$842K +$842K +4,000 New
ACH
4691
ArrowMark Colorado Holdings
Colorado
$841K
HPFG
4692
Hart & Patterson Financial Group
Massachusetts
$840K +$32.9K +156 +4%
CM
4693
Capital Management
Virginia
$839K -$39K -185 -4%
S
4694
ShariaPortfolio
Florida
$832K -$213K -1,012 -20%
MLIC
4695
Mandatum Life Insurance Company
Finland
$829K +$109K +516 +15%
MS
4696
Mizuho Securities
Japan
$817K +$59K +280 +8%
LWP
4697
Laurel Wealth Planning
Minnesota
$817K -$23.4K -111 -3%
AIA
4698
Armor Investment Advisors
North Carolina
$814K +$65.5K +311 +9%
KFSC
4699
Keystone Financial Services (Colorado)
Colorado
$813K
TPW
4700
TL Private Wealth
Texas
$810K +$235 +1 +0%