5,042 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, 1,974 increasing their positions, 2,599 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,042
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
43.14%
New
171
Increased
1,974
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 %
TAM
451
Trillium Asset Management
Massachusetts
$177M +$1.55M +6,661 +0.9%
GAMH
452
Greenwoods Asset Management (HK)
Hong Kong
$176M +$138M +591,108 +357%
DWA
453
Douglass Winthrop Advisors
New York
$176M -$2.05M -8,808 -1%
PP
454
Patten & Patten
Tennessee
$176M -$2.24M -9,602 -1%
ASN
455
Advisory Services Network
Georgia
$175M
EI
456
Ethic Inc
New York
$174M -$17M -99,162 -9%
ACA
457
Aptus Capital Advisors
Alabama
$174M +$30.5M +130,860 +21%
Baillie Gifford & Co
458
Baillie Gifford & Co
United Kingdom
$174M +$3.3M +14,177 +2%
FFB
459
First Financial Bankshares
Texas
$174M -$23.5M -100,865 -12%
HW
460
Hancock Whitney
Mississippi
$173M -$469K -2,012 -0.3%
SC
461
Savant Capital
Illinois
$172M +$16.8M +72,214 +11%
BRWA
462
B. Riley Wealth Advisors
Florida
$171M -$46.3M -200,346 -21%
NP
463
NorthRock Partners
Minnesota
$171M +$655K +2,811 +0.4%
HIMC
464
Heritage Investors Management Corp
Maryland
$171M -$3.07M -13,190 -2%
DILIC
465
Dai-ichi Life Insurance Company
Japan
$170M -$12.3M -52,607 -7%
HL
466
Harding Loevner
New Jersey
$170M -$2.29M -9,821 -1%
AAF
467
Andra AP-fonden
Sweden
$169M -$10.7M -46,000 -6%
RJT
468
Raymond James Trust
Florida
$169M -$519K -2,228 -0.3%
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$168M -$2.35M -10,090 -1%
CWM
470
Congress Wealth Management
Massachusetts
$168M +$41.5M +177,915 +33%
PFS
471
Prospera Financial Services
Texas
$167M +$12.3M +52,940 +8%
BFM
472
Boston Financial Management
Massachusetts
$166M -$7.39M -31,724 -4%
SP
473
SurgoCap Partners
New York
$166M +$54.6M +234,529 +49%
SPC
474
Sigma Planning Corp
Michigan
$165M -$5.74M -24,626 -3%
LNWWM
475
Laird Norton Wetherby Wealth Management
California
$165M -$2.16M -9,287 -1%