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 %
RSVP
1126
Ramsay Stattman Vela & Price
Colorado
$42.8M -$839K -3,600 -2%
AA
1127
Aire Advisors
California
$42.7M -$160K -686 -0.4%
GWM
1128
Geneos Wealth Management
Colorado
$42.7M +$2.47M +10,616 +6%
WTB
1129
Washington Trust Bank
Washington
$42.7M -$796K -3,418 -2%
PPW
1130
Parcion Private Wealth
Washington
$42.7M -$318K -1,363 -0.7%
SA
1131
Strategic Advisors
New York
$42.6M -$5.9M -25,309 -12%
CT
1132
Coastline Trust
Rhode Island
$42.6M -$2.13M -9,123 -5%
AWM
1133
Avitas Wealth Management
California
$42.6M -$1.2M -5,151 -3%
DLA
1134
Douglas Lane & Associates
New York
$42.6M -$1.98M -8,487 -4%
WA
1135
Wealth Architects
California
$42.5M +$2.81M +12,052 +7%
MAM
1136
Mark Asset Management
New York
$42.4M -$181K -776 -0.4%
JPMIA
1137
J.P. Marvel Investment Advisors
Massachusetts
$42.4M -$85.3K -366 -0.2%
TA
1138
TruWealth Advisors
Louisiana
$42.3M +$336K +1,441 +0.8%
OGC
1139
Oak Grove Capital
New Hampshire
$42.1M +$1.31M +5,642 +3%
AMCA
1140
Arthur M. Cohen & Associates
Illinois
$42.1M -$116K -511 -0.3%
CA
1141
CSM Advisors
Pennsylvania
$41.9M -$3.6M -15,457 -8%
GLA
1142
Good Life Advisors
Pennsylvania
$41.9M +$1.35M +5,803 +3%
LPT
1143
Legacy Private Trust
Wisconsin
$41.9M +$585K +2,511 +1%
WIC
1144
Woodmont Investment Counsel
Tennessee
$41.9M -$203K -873 -0.5%
PA
1145
PFG Advisors
Arizona
$41.8M -$1.5M -6,436 -3%
RCP
1146
Rothschild Capital Partners
New York
$41.8M +$52.7K +226 +0.1%
AWAG
1147
ARS Wealth Advisors Group
Florida
$41.8M +$348K +1,492 +0.8%
AWE
1148
Avidian Wealth Enterprises
Texas
$41.7M -$658K -2,823 -2%
SVWG
1149
Shared Vision Wealth Group
United States
$41.7M -$28K -120 -0.1%
KA
1150
Kovack Advisors
Florida
$41.6M -$1.39M -5,969 -3%