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 %
EDRH
776
Edmond de Rothschild Holding
Switzerland
$76.6M +$3.35M +14,384 +5%
HSA
777
HBK Sorce Advisory
Pennsylvania
$76.5M -$1.12M -4,803 -1%
TAM
778
Taurus Asset Management
New York
$76.5M +$1.79M +7,681 +2%
EFS
779
Essex Financial Services
Connecticut
$76.1M -$5.13M -21,757 -6%
LIA
780
LS Investment Advisors
Michigan
$76M +$500K +2,148 +0.7%
FRA
781
Frank Rimerman Advisors
California
$75.8M -$6.18M -26,528 -8%
AG
782
AlTi Global
New York
$75.8M +$3.45M +14,791 +5%
NFC
783
Northeast Financial Consultants
Connecticut
$74.8M -$1.37M -5,880 -2%
BIAS
784
Beacon Investment Advisory Services
New Jersey
$74.7M -$463K -1,988 -0.6%
NMIFOAC
785
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$74.4M
WWM
786
Western Wealth Management
Colorado
$74.4M +$12.4M +53,427 +20%
BFO
787
Boston Family Office
Massachusetts
$74.4M -$1.46M -6,275 -2%
BBA
788
BLB&B Advisors
Pennsylvania
$74.2M -$1.73M -7,436 -2%
HCM
789
Himalaya Capital Management
Washington
$74M -$103M -441,900 -58%
STA
790
Summit Trail Advisors
New York
$74M +$7.09M +30,434 +11%
FFA
791
Farther Finance Advisors
California
$73.9M +$17.4M +74,778 +31%
PTC
792
Philadelphia Trust Company
Pennsylvania
$73.8M +$395K +1,697 +0.5%
NSAM
793
North Star Asset Management
Wisconsin
$73.7M -$2.45M -10,527 -3%
GAI
794
General American Investors
New York
$73.6M
MAS
795
Meeder Advisory Services
Ohio
$73.5M +$2.19M +9,397 +3%
MA
796
Montag & Associates
Georgia
$73.5M -$3.03K -13 -0%
NB
797
NBT Bank
New York
$73.4M -$1.84M -7,881 -2%
NEI
798
Northwest & Ethical Investments
Ontario, Canada
$73.3M +$5.9M +25,329 +9%
WTA
799
Washington Trust Advisors
Massachusetts
$73.2M -$10.5K -45 -0%
ACM
800
Aljian Capital Management
Nevada
$73M +$19.6M +84,276 +37%