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5,088 hedge funds and large institutions have $2.17T invested in Apple in 2024 Q3 according to their latest regulatory filings, with 170 funds opening new positions, 1,992 increasing their positions, 2,623 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 134

15% more call options, than puts

Call options by funds: $64.1B | Put options by funds: $55.6B

10% more capital invested

Capital invested by funds: $1.97T → $2.17T (+$193B)

1% more ownership

Funds ownership: 60.81%61.8% (+1%)

0% less funds holding in top 10

Funds holding in top 10: 3,0143,008 (-6)

1% less funds holding

Funds holding: 5,1175,088 (-29)

24% less repeat investments, than reductions

Existing positions increased: 1,992 | Existing positions reduced: 2,623

Holders
5,088
Holders Change
-29
Holders Change %
-0.57%
% of All Funds
73.06%
Holding in Top 10
3,008
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.2%
% of All Funds
43.19%
New
170
Increased
1,992
Reduced
2,623
Closed
134
Calls
$64.1B
Puts
$55.6B
Net Calls
+$8.52B
Net Calls Change
+$2.39B
Name Holding Trade Value Shares
Change
Change in
Stake
ARA
4926
Alexander Randolph Advisory
Virginia
$432K -$3.35K -15 -0.8%
SA
4927
swisspartners Advisors
Switzerland
$431K
IIM
4928
Ironwood Investment Management
Massachusetts
$428K
BIM
4929
Breakwater Investment Management
Washington
$428K -$44.2K -198 -10%
KSWA
4930
Kathleen S. Wright Associates
Pennsylvania
$419K -$9.16K -41 -2%
AA
4931
AF Advisors
California
$418K +$1.12K +5 +0.3%
WBWA
4932
William B. Walkup & Associates
South Carolina
$413K -$4.02K -18 -1%
IA
4933
IFS Advisors
Kansas
$413K
SPA
4934
Sherbrooke Park Advisers
New York
$412K -$1.57M -7,026 -80%
APW
4935
Atlantic Private Wealth
North Carolina
$412K +$44.7K +200 +13%
MC
4936
McCarthy & Cox
Ohio
$412K +$14.7K +66 +4%
SRSA
4937
S.R. Schill & Associates
Washington
$409K -$3.84M -17,177 -91%
SC
4938
Schiavi & Co
Delaware
$407K +$447 +2 +0.1%
LFA
4939
Livelsberger Financial Advisory
Ohio
$403K +$447 +2 +0.1%
JSA
4940
Jim Saulnier & Associates
Colorado
$400K +$383K +1,716 New
MSA
4941
Marathon Strategic Advisors
Pennsylvania
$397K -$23.9K -107 -6%
DRS
4942
Deane Retirement Strategies
Louisiana
$397K
YWM
4943
Yardley Wealth Management
Pennsylvania
$396K +$380K +1,701 New
RCM
4944
Richardson Capital Management
Wisconsin
$395K -$4.24K -19 -1%
BWM
4945
Buska Wealth Management
Wisconsin
$391K -$223 -1 -0.1%
CCM
4946
Ciovacco Capital Management
Georgia
$390K +$64.1K +287 +21%
DC
4947
Dorval Corp
Minnesota
$389K
MIM
4948
Meixler Investment Management
Arizona
$385K -$24.6K -110 -6%
JSA
4949
Jacobson & Schmitt Advisors
Wisconsin
$385K
AIA
4950
Acute Investment Advisory
Arizona
$384K

AAPL Hedge Fund Activity: Q3 2024 in Review

5,088 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q3 2024, worth a combined $2.17T — up 9.8% from $1.97T a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new AAPL positions and 134 closed out — a net gain of 36 holders — while 1,992 added to existing stakes and 2,623 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $21B. The largest seller was Berkshire Hathaway, cutting an estimated $22.3B.

  • 5,088 institutional investors held Apple (AAPL) as of Q3 2024, down from 5,117 in Q2 2024.
  • Funds reported $2.17T of Apple stock for Q3 2024, up 9.8% quarter-over-quarter.
  • 170 funds opened new Apple positions in Q3 2024 and 134 closed out, a net change of +36 holders.
  • The largest Apple buyer in Q3 2024 was International Assets Investment Management, an estimated $21B added.
  • The largest Apple seller in Q3 2024 was Berkshire Hathaway, an estimated $22.3B sold.

Based on aggregated 13F filings for Q3 2024.