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 %
MWM
726
Meridian Wealth Management
Kentucky
$84.4M +$84.4M +362,097 New
SFI
727
Siemens Fonds Invest
Germany
$84.3M -$333K -1,625 -0.4%
WA
728
Wealth Alliance
New York
$83.9M -$1M -4,294 -1%
MTC
729
McDaniel Terry & Co
Texas
$83.9M +$123K +528 +0.1%
EFM
730
E Fund Management
China
$83.7M +$12.2M +52,464 +17%
MOS
731
MGO One Seven
Ohio
$83.7M +$2.98M +12,808 +4%
ECM
732
Evergreen Capital Management
Washington
$83.6M -$583K -2,501 -0.7%
AIS
733
AM Investment Strategies
Tennessee
$83.4M -$2.21M -9,504 -3%
YIA
734
YHB Investment Advisors
Connecticut
$83.2M -$1M -4,294 -1%
WIM
735
WealthPlan Investment Management
Nebraska
$83.2M +$20.5M +87,839 +33%
PIM
736
Plato Investment Management
Australia
$82.8M +$1.45M +6,237 +2%
USCWA
737
U.S. Capital Wealth Advisors
Texas
$82.7M +$6.73M +28,891 +9%
SWM
738
SeaCrest Wealth Management
New York
$82M -$729K -3,128 -0.9%
WI
739
Wahed Invest
New York
$81.9M +$7.94M +34,097 +11%
VVP
740
Venture Visionary Partners
Ohio
$81.4M +$471K +2,021 +0.6%
CWM
741
Cornerstone Wealth Management
Missouri
$81.3M +$231K +993 +0.3%
AFG
742
Albion Financial Group
Utah
$81.3M +$401K +1,719 +0.5%
CCA
743
Cobblestone Capital Advisors
New York
$81.1M +$8.15M +34,995 +11%
HIA
744
Harbor Investment Advisory
Maryland
$80.7M -$96.3K -434 -0.1%
AUB
745
Atlantic Union Bankshares
Virginia
$80.7M -$930K -3,991 -1%
BWM
746
Brickley Wealth Management
California
$80.7M -$224K -962 -0.3%
BP
747
Ballentine Partners
Massachusetts
$80.6M +$2.73M +11,707 +4%
BA
748
Birinyi Associates
Connecticut
$80.6M -$2.32M -9,947 -3%
JAIC
749
Josh Arnold Investment Consultant
Minnesota
$80.4M -$679K -2,915 -0.8%
ACM
750
Academy Capital Management
Texas
$80.2M -$349K -1,496 -0.4%