5,073 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, 2,213 increasing their positions, 2,322 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,073
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
2,213
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 %
Mawer Investment Management
4801
Mawer Investment Management
Alberta, Canada
$623K
FFG
4802
Foundry Financial Group
New Hampshire
$617K -$9.27K -44 -1%
CCA
4803
Conestoga Capital Advisors
Pennsylvania
$617K -$459K -2,180 -43%
AAM
4804
American Asset Management
Florida
$613K -$15K -71 -2%
DWS
4805
Dynamic Wealth Strategies
California
$610K +$1.69K +8 +0.3%
RWM
4806
Rezny Wealth Management
Florida
$610K +$13.1K +62 +2%
CWM
4807
Capital Wealth Management
Rhode Island
$610K +$300K +1,424 +97%
CCM
4808
Coerente Capital Management
Ontario, Canada
$609K +$73.7K +350 +14%
CWM
4809
Cadence Wealth Management
Massachusetts
$606K
LW
4810
Lauer Wealth
Indiana
$604K -$20K -88 -3%
LFG
4811
Leverty Financial Group
Wisconsin
$601K -$295K -1,400 -33%
SCA
4812
Stuart Chaussee & Associates
California
$600K +$18.5K +88 +3%
VI
4813
VanderPol Investments
Michigan
$600K -$51.8K -246 -8%
AFO
4814
Allie Family Office
Florida
$596K +$596K +2,831 New
DC
4815
Darrow Company
Massachusetts
$596K -$22.7K -108 -4%
SCM
4816
Semanteon Capital Management
Massachusetts
$596K +$596K +2,829 New
TLFA
4817
True Link Financial Advisors
California
$595K -$263K -1,250 -31%
LBWM
4818
Left Brain Wealth Management
Illinois
$593K
CWP
4819
Corepath Wealth Partners
Arizona
$590K +$16.4K +72 +3%
EW
4820
Evoke Wealth
California
$590K -$50.5M -239,721 -99%
PFG
4821
Peterson Financial Group
Iowa
$589K +$31.2K +148 +6%
OKSA
4822
O'Keefe Stevens Advisory
New York
$587K
AFA
4823
Atlas Financial Advisors
California
$586K -$51.8K -246 -8%
ARC
4824
Advisor Resource Council
Texas
$585K -$166K -11,504 -22%
CCAL
4825
City Center Advisors LLC
Michigan
$582K