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 %
HAFS
4826
Hapanowicz & Associates Financial Services
Pennsylvania
$580K
LCM
4827
Lunt Capital Management
Utah
$579K
OA
4828
Oceanside Advisors
South Carolina
$578K -$21.9K -104 -4%
ITB
4829
Idaho Trust Bank
Idaho
$575K -$6.95M -32,989 -92%
WFS
4830
Walker Financial Services
Kentucky
$575K -$19.8K -94 -3%
TA
4831
TKG Advisors
Indiana
$572K -$442K -2,100 -44%
MA
4832
MAS Advisors
Florida
$570K -$10.5K -50 -2%
AC
4833
AIFG Consultants
New York
$569K +$242K +1,150 +74%
PPW
4834
PACK Private Wealth
Minnesota
$569K +$25.5K +121 +5%
MB
4835
Mizuho Bank
Japan
$569K +$569K +2,700 New
FPCG
4836
Forum Private Client Group
Indiana
$566K -$2.95K -14 -0.5%
CPG
4837
Custom Portfolio Group
Colorado
$564K -$5.4K -26 -0.9%
CFS
4838
Cannon Financial Strategists
Georgia
$563K -$826K -3,920 -59%
CCM
4839
Cambridge Capital Management
Illinois
$563K -$13.5K -64 -2%
PTC
4840
Petrus Trust Company
Texas
$559K -$187K -888 -25%
LWIC
4841
Leith Wheeler Investment Counsel
British Columbia, Canada
$559K -$10.5K -50 -2%
SIA
4842
Stegner Investment Associates
Kentucky
$558K +$558K +2,647 New
CWA
4843
Continuum Wealth Advisors
New York
$552K -$64.5K -306 -10%
AAG
4844
Avalon Advisory Group
Pennsylvania
$552K -$40.2K -191 -7%
DIS
4845
Diversified Investment Strategies
Louisiana
$551K -$123K -585 -18%
HHRDM
4846
H&H Retirement Design & Management
Nevada
$549K -$8.06K -36 -1%
BCM
4847
Beddow Capital Management
Wyoming
$548K
SWM
4848
Schwallier Wealth Management
Michigan
$546K -$11K -52 -2%
LF
4849
LifePlan Financial
Minnesota
$542K +$542K +2,572 New
EFG
4850
Erickson Financial Group
Pennsylvania
$540K