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 %
HF
4676
Halpern Financial
Virginia
$856K -$1.36K -6 -0.2%
FIS
4677
Fischer Investment Strategies
California
$855K -$9.55K -41 -1%
CW
4678
Cooksen Wealth
Texas
$855K
AFS
4679
Axiom Financial Strategies
Indiana
$852K +$852K +3,656 New
LG
4680
LAM Group
Oregon
$851K +$233 +1 +0%
AWP
4681
Avid Wealth Partners
Texas
$851K +$85K +365 +11%
LWM
4682
Luminvest Wealth Management
Arizona
$850K -$26.6K -114 -3%
LWA
4683
Lowe Wealth Advisors
Maryland
$849K +$39.4K +169 +5%
HIA
4684
Harvest Investment Advisors
Florida
$849K -$1.53M -6,551 -64%
HWM
4685
Horizons Wealth Management
North Carolina
$846K -$44.5K -191 -5%
ACM
4686
Anfield Capital Management
California
$844K +$35.2K +151 +4%
TC
4687
TAGStone Capital
North Carolina
$843K +$271K +1,163 +47%
MLIC
4688
Mandatum Life Insurance Company
Finland
$843K -$73.6K -316 -8%
WG
4689
Watchman Group
Texas
$842K -$4.19K -18 -0.5%
WIC
4690
Whitegate Investment Counselors
New Hampshire
$840K +$932 +4 +0.1%
EAM
4691
Everstar Asset Management
North Carolina
$839K +$839K +3,602 New
HFS
4692
Horizon Financial Services
North Carolina
$838K -$58.2K -250 -7%
WRM
4693
Weybosset Research & Management
Rhode Island
$836K -$40.8K -175 -5%
SFMG
4694
Sage Financial Management Group
Virginia
$834K
SW
4695
Schulz Wealth
Texas
$832K
DP
4696
Denver PWM
Colorado
$826K -$141K -604 -15%
OCFG
4697
O'Connor Financial Group
Illinois
$824K +$14.2K +61 +2%
PSB
4698
Passumpsic Savings Bank
Vermont
$822K +$70.6K +303 +9%
WH
4699
Whitcomb & Hess
Ohio
$819K -$6.29K -27 -0.8%
TFG
4700
Team Financial Group
California
$817K +$3.5K +15 +0.4%