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 %
BCMO
1151
Buckingham Capital Management (Ohio)
Ohio
$41.4M -$1.05M -4,509 -2%
WA
1152
WP Advisors
California
$41.4M -$394K -1,689 -0.9%
QI
1153
Qtron Investments
Massachusetts
$41.3M -$246K -1,055 -0.6%
RWA
1154
River Wealth Advisors
Pennsylvania
$41.3M +$80.2K +344 +0.2%
BOH
1155
Bank of Hawaii
Hawaii
$41.2M -$68K -292 -0.2%
ESBC
1156
E.S. Barr & Co
Kentucky
$41.2M -$114K -488 -0.3%
SWIG
1157
Strategic Wealth Investment Group
Kentucky
$41.1M -$11.2M -49,433 -21%
LSPW
1158
Lake Street Private Wealth
Illinois
$41.1M -$9.66M -41,462 -19%
CM
1159
Cercano Management
Washington
$41M -$55.6M -238,765 -58%
DP
1160
DDD Partners
Washington
$41M -$2.17M -9,333 -5%
CCA
1161
Checchi Capital Advisers
California
$40.8M -$2.3M -9,869 -5%
NCM
1162
Novare Capital Management
North Carolina
$40.8M -$680K -2,920 -2%
CWP
1163
Cyndeo Wealth Partners
Florida
$40.7M +$10.8M +46,261 +36%
CCM
1164
Campbell Capital Management
Florida
$40.7M -$144K -617 -0.4%
IF
1165
Ironwood Financial
Arizona
$40.6M -$5.39M -23,115 -12%
CA
1166
Callahan Advisors
Texas
$40.6M -$130K -557 -0.3%
LMKC
1167
L.M. Kohn & Company
Ohio
$40.6M -$147K -633 -0.4%
AG
1168
AIA Group
Hong Kong
$40.5M +$581K +2,495 +1%
SRC
1169
Shufro Rose & Co
New York
$40.5M
MIA
1170
MainStreet Investment Advisors
Illinois
$40.4M -$5.73M -24,572 -12%
GBT
1171
Grove Bank & Trust
Florida
$40.4M +$2.4M +10,280 +6%
APP
1172
Avantax Planning Partners
Iowa
$40.4M -$3.63M -15,597 -8%
MIM
1173
Manitou Investment Management
Ontario, Canada
$40.4M -$4.39M -18,849 -10%
JA
1174
JLB & Associates
Michigan
$40.2M -$932K -4,001 -2%
WC
1175
Woodstock Corp
Massachusetts
$40.2M -$1.75M -7,508 -4%