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 %
STB
4776
S&T Bank
Pennsylvania
$660K -$53.4K -229 -7%
AFA
4777
Alpha Financial Advisors
North Carolina
$659K +$68K +292 +12%
HAFS
4778
Hapanowicz & Associates Financial Services
Pennsylvania
$653K +$11.7K +50 +2%
MB
4779
Mizuho Bank
Japan
$652K +$23.3K +100 +4%
VI
4780
VanderPol Investments
Michigan
$649K -$14.7K -63 -2%
CWM
4781
Capital Wealth Management
Rhode Island
$647K -$27.7K -119 -4%
MWA
4782
Martel Wealth Advisors
Washington
$641K -$64.2K -283 -9%
LCM
4783
Lunt Capital Management
Utah
$640K
ITB
4784
Idaho Trust Bank
Idaho
$637K
FAG
4785
Financial Architects (Georgia)
Georgia
$633K -$108K -465 -15%
OA
4786
Oceanside Advisors
South Carolina
$629K -$11K -47 -2%
IPA
4787
Investment Planning Advisors
Georgia
$629K
CWM
4788
Core Wealth Management
Florida
$625K
LWP
4789
Laurel Wealth Planning
Minnesota
$625K -$280K -1,200 -31%
SWM
4790
Schwallier Wealth Management
Michigan
$624K +$19.3K +83 +3%
FPCG
4791
Forum Private Client Group
Indiana
$622K -$3.73K -16 -0.6%
TA
4792
TKG Advisors
Indiana
$620K -$13.3K -57 -2%
LEFP
4793
Leading Edge Financial Planning
Tennessee
$615K +$27K +116 +5%
TLFA
4794
True Link Financial Advisors
California
$613K -$44.5K -191 -7%
SIA
4795
Stegner Investment Associates
Kentucky
$611K -$5.36K -23 -0.9%
AAG
4796
Avalon Advisory Group
Pennsylvania
$611K
LFG
4797
Leverty Financial Group
Wisconsin
$610K -$54.1K -232 -8%
DIS
4798
Diversified Investment Strategies
Louisiana
$609K
PPW
4799
PACK Private Wealth
Minnesota
$608K -$21K -90 -3%
MA
4800
MAS Advisors
Florida
$608K -$22.8K -98 -4%