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 %
KLWA
1226
Kelly Lawrence W & Associates
California
$37.9M -$307K -1,319 -0.8%
CAM
1227
Cozad Asset Management
Illinois
$37.9M -$2.54M -10,915 -6%
FNFDCM
1228
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$37.8M -$2.94M -12,598 -7%
MRCM
1229
M&R Capital Management
New Jersey
$37.8M -$1.36M -5,839 -3%
CI
1230
Capital International
California
$37.7M -$79K -339 -0.2%
ACA
1231
Affinity Capital Advisors
California
$37.7M -$340K -1,458 -0.9%
AAS
1232
Ameritas Advisory Services
Nebraska
$37.6M -$57.4M -246,267 -60%
PIP
1233
Peachtree Investment Partners
Florida
$37.6M -$42.6K -183 -0.1%
WCF
1234
West Coast Financial
California
$37.6M +$11.4K +49 +0%
SCA
1235
STALEY CAPITAL ADVISERS
Pennsylvania
$37.6M -$343K -1,473 -0.9%
CT
1236
Colonial Trust
South Carolina
$37.5M +$6.78M +29,086 +22%
MCCA
1237
Mill Creek Capital Advisors
Pennsylvania
$37.5M -$2.56M -10,969 -6%
PIM
1238
Progressive Investment Management
Oregon
$37.5M -$434K -1,863 -1%
MNBTD
1239
Moody National Bank Trust Division
Texas
$37.4M +$2.61M +11,213 +8%
C
1240
Certuity
Florida
$37.3M -$14.8M -63,382 -28%
GH
1241
GAM Holding
Switzerland
$37.3M -$528K -2,264 -1%
CWM
1242
Cabot Wealth Management
Massachusetts
$37.1M -$551K -2,363 -1%
CFA
1243
Capstone Financial Advisors
Illinois
$37.1M -$279K -1,196 -0.7%
CCS
1244
Concentric Capital Strategies
Connecticut
$37M -$1.11M -4,754 -3%
PJSIMP
1245
P.J. Schmidt Investment Management (PJS)
Wisconsin
$37M -$408K -1,749 -1%
KJWM
1246
Kiley Juergens Wealth Management
Washington
$37M -$286K -1,228 -0.8%
KCPG
1247
Kavar Capital Partners Group
Kansas
$36.9M -$398K -1,707 -1%
CI
1248
CX Institutional
Indiana
$36.9M -$1.24M -5,336 -3%
CCPM
1249
Cooper Creek Partners Management
New York
$36.9M +$6.63M +28,476 +22%
CCM
1250
Conway Capital Management
California
$36.8M -$176K -755 -0.5%