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 %
ZIG
1176
Zullo Investment Group
Pennsylvania
$40.2M +$246K +1,055 +0.6%
SAM
1177
Smithbridge Asset Management
Pennsylvania
$40.1M +$7.36M +31,608 +23%
VIP
1178
Vantage Investment Partners
Missouri
$40M -$10.9M -46,891 -21%
TWM
1179
TriaGen Wealth Management
California
$40M +$23.1M +98,984 +136%
BWA
1180
Bordeaux Wealth Advisors
California
$40M +$700K +3,006 +2%
PFBT
1181
Parkside Financial Bank & Trust
Missouri
$40M +$644K +2,762 +2%
BFG
1182
Berger Financial Group
Minnesota
$39.9M +$869K +3,731 +2%
DAM
1183
Draper Asset Management
New York
$39.8M -$494K -2,122 -1%
SAM
1184
Synergy Asset Management
Washington
$39.7M +$12M +51,648 +43%
CCWA
1185
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$39.7M +$17.3M +74,306 +77%
MCM
1186
Mengis Capital Management
Oregon
$39.6M -$1.54M -6,602 -4%
MC
1187
Mirabaud & Cie
Switzerland
$39.5M +$20.7M +88,927 +110%
AWM
1188
Avior Wealth Management
Nebraska
$39.5M -$789K -3,387 -2%
FFG
1189
Fiduciary Financial Group
California
$39.5M +$1.16M +5,134 +3%
SN
1190
Sittner & Nelson
Oregon
$39.5M -$91.6K -393 -0.2%
MCM
1191
Mitchell Capital Management
Kansas
$39.4M +$1.32M +5,647 +3%
PFA
1192
Pure Financial Advisors
California
$39.4M -$283K -1,213 -0.7%
GIA
1193
GHP Investment Advisors
Colorado
$39.4M -$1.05M -4,495 -3%
PIA
1194
Perennial Investment Advisors
California
$39.3M -$32.9K -141 -0.1%
MWA
1195
Miller Wealth Advisors
Colorado
$39.3M -$706K -3,042 -2%
KC
1196
Knuff & Co
California
$39.2M +$97.2K +417 +0.2%
AMBIA
1197
Allen Mooney & Barnes Investment Advisors
Georgia
$39.2M -$331K -1,422 -0.8%
SAM
1198
SignalPoint Asset Management
Missouri
$39.1M -$446K -1,957 -1%
SCA
1199
Sage Capital Advisors
South Dakota
$39.1M -$1.92M -8,244 -5%
AAM
1200
Azzad Asset Management
Virginia
$39M -$295K -1,265 -0.7%