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 %
SIMG
876
Sonora Investment Management Group
Arizona
$64.1M -$2.3M -9,877 -3%
NPT
877
Nixon Peabody Trust
Massachusetts
$64M -$359K -1,542 -0.6%
SCM
878
SCS Capital Management
Massachusetts
$63.9M +$7.05M +30,257 +12%
DCM
879
Dupont Capital Management
Delaware
$63.5M +$2.71M +11,633 +4%
MBTD
880
Mechanics Bank - Trust Department
California
$63.1M +$29.1M +124,686 +85%
MHIC
881
Marble Harbor Investment Counsel
Massachusetts
$63M -$528K -2,266 -0.8%
IHG
882
Insight Holdings Group
New York
$62.9M
HTHT
883
Hemenway Trust Hemenway Trust
New Hampshire
$62.8M -$2.16M -9,285 -3%
FWP
884
Falcon Wealth Planning
California
$62.8M +$277K +1,190 +0.4%
TW
885
Transform Wealth
Colorado
$62.7M +$4.87M +20,897 +8%
LNB
886
Ledyard National Bank
$62.5M -$1.12M -4,819 -2%
HIC
887
Hartline Investment Corp
Illinois
$62.2M -$2.16M -9,268 -3%
AAM
888
Aureus Asset Management
Massachusetts
$62.1M -$417K -1,788 -0.7%
AFG
889
Atomi Financial Group
New York
$62M +$3.23M +13,855 +5%
ACP
890
Aviance Capital Partners
Florida
$61.9M +$292K +1,251 +0.5%
PCG
891
Prosperity Consulting Group
Maryland
$61.9M +$39.1M +167,870 +172%
Kayne Anderson Rudnick Investment Management
892
Kayne Anderson Rudnick Investment Management
California
$61.9M +$5.74M +24,626 +10%
AC
893
Avenir Corporation
Virginia
$61.7M -$4.59M -19,686 -7%
TNB
894
Thomasville National Bank
Georgia
$61.7M +$3.84M +16,478 +7%
MAM
895
Meeder Asset Management
Ohio
$61.7M +$7.65M +32,818 +14%
GIM
896
Generate Investment Management
New Zealand
$61.6M +$2.16M +9,259 +4%
LC
897
Lindbrook Capital
California
$61.6M +$840K +3,604 +1%
SWA
898
Stratos Wealth Advisors
Ohio
$61.3M -$4.49M -19,271 -7%
BHWM
899
Bar Harbor Wealth Management
New Hampshire
$61.3M -$1.51M -6,501 -2%
LDB
900
Lee, Danner & Bass
Tennessee
$61.2M -$1.11M -4,777 -2%