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 %
NFG
1076
Nations Financial Group
Iowa
$45.5M +$1.52M +6,515 +3%
GS
1077
GTS Securities
New York
$45.5M -$23.1M -99,015 -34%
BP
1078
BBR Partners
New York
$45.4M -$896K -3,844 -2%
FFM
1079
Fullerton Fund Management
Singapore
$45.4M -$41.8M -179,238 -48%
OWA
1080
Octavia Wealth Advisors
Ohio
$45.4M -$3.85M -16,503 -8%
HI
1081
Hendershot Investments
Virginia
$45.4M -$5.16M -22,137 -10%
PSP
1082
Principal Street Partners
Tennessee
$45.4M +$22.5M +107,022 +99%
CW
1083
CreativeOne Wealth
Kansas
$45.3M +$12.9M +55,478 +40%
VWM
1084
Venturi Wealth Management
Texas
$45.3M +$2.27M +9,738 +5%
MGI
1085
MayTech Global Investments
New York
$45.2M +$5.19M +22,284 +13%
NGA
1086
Naples Global Advisors
Florida
$45.1M -$1.01M -4,327 -2%
IPW
1087
Invictus Private Wealth
Colorado
$45.1M -$136K -584 -0.3%
FA
1088
Fiduciary Alliance
South Carolina
$45.1M +$7.7M +33,056 +21%
RP
1089
Rice Partnership
Hawaii
$45M -$476K -2,043 -1%
BIP
1090
Blue Investment Partners
California
$44.9M +$291K +1,250 +0.7%
PGIM
1091
Pacific Global Investment Management
California
$44.9M -$1.84M -7,882 -4%
BCM
1092
Bowie Capital Management
Texas
$44.8M +$1.63M +7,007 +4%
TA
1093
Trivest Advisors
Hong Kong
$44.7M -$79.5M -341,360 -64%
TW
1094
Trajan Wealth
Arizona
$44.7M +$3.89M +16,707 +10%
SAM
1095
SP Asset Management
California
$44.6M -$291K -1,247 -0.6%
EWM
1096
Edge Wealth Management
New York
$44.6M -$320K -1,372 -0.7%
CA
1097
CoreCap Advisors
Michigan
$44.5M +$44.5M +190,917 New
FMWA
1098
Forvis Mazars Wealth Advisors
Missouri
$44.4M +$3.28M +14,071 +8%
WA
1099
WestEnd Advisors
North Carolina
$44.4M -$7.04M -30,217 -14%
NS
1100
NBC Securities
Alabama
$44.4M +$272K +1,169 +0.6%