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 %
RC
826
Roundview Capital
New Jersey
$70.2M -$194K -831 -0.3%
MASUI
827
MIRAE ASSET SECURITIES (USA) INC.
New York
$70.1M +$46.7M +200,543 +200%
WDA
828
Wendell David Associates
New Hampshire
$70M -$272K -1,167 -0.4%
BAMCO Inc
829
BAMCO Inc
New York
$70M +$6.52K +28 +0%
CWP
830
CFM Wealth Partners
Texas
$69.9M +$36.1K +155 +0.1%
SAA
831
Southeast Asset Advisors
Georgia
$69.7M -$666K -2,860 -0.9%
CAM
832
Close Asset Management
United Kingdom
$69.6M +$1.68M +7,207 +2%
AAS
833
Annex Advisory Services
Wisconsin
$69.6M +$22.7M +97,567 +49%
FTIS
834
First Trust Investment Solutions
Florida
$68.9M +$7.12M +30,554 +12%
CCG
835
Ceeto Capital Group
Florida
$68.6M -$2.4M -10,280 -3%
SC
836
SouthState Corp
Florida
$68.5M -$339K -1,457 -0.5%
FSA
837
Fort Sheridan Advisors
Illinois
$68.4M +$1.34M +5,733 +2%
SQA
838
Simon Quick Advisors
New Jersey
$68.4M +$12.3M +52,796 +22%
GCM
839
GuideStone Capital Management
Texas
$68.4M
MGP
840
M&G plc
United Kingdom
$68.2M +$20.3M +87,242 +42%
DAS
841
Diversify Advisory Services
Utah
$68M -$98.6K -418 -0.1%
CC
842
Courier Capital
New York
$68M -$634K -2,720 -0.9%
SCI
843
S&CO Inc
Massachusetts
$68M +$1.53M +6,580 +2%
MME
844
Meag Munich Ergo
Germany
$67.9M -$3.35M -14,373 -5%
FB
845
Fulton Bank
Pennsylvania
$67.6M +$92K +395 +0.1%
AIM
846
Allen Investment Management
New York
$67.5M
IGGA
847
Iron Gate Global Advisors
Utah
$67.5M -$4M -17,149 -6%
FFA
848
Fragasso Financial Advisors
Pennsylvania
$67.3M -$161K -692 -0.2%
WAS
849
Wesleyan Assurance Society
United Kingdom
$67.3M
SAM
850
Shikiar Asset Management
New York
$67.2M -$1.28M -5,507 -2%