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 %
SDWIA
1301
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$34.5M -$948K -4,070 -3%
MIM
1302
Morningstar Investment Management
Illinois
$34.5M +$647K +2,797 +2%
LA
1303
Legacy Advisors
Pennsylvania
$34.5M +$298K +1,281 +0.9%
NRG
1304
Nemes Rush Group
Michigan
$34.5M -$243K -1,417 -0.7%
MTIC
1305
Missouri Trust & Investment Company
Missouri
$34.5M -$198K -850 -0.6%
NG
1306
NatWest Group
United Kingdom
$34.4M +$14.8M +63,377 +75%
SWM
1307
Segment Wealth Management
Texas
$34.4M -$306K -1,314 -0.9%
LCM
1308
Lazari Capital Management
California
$34.4M -$632K -2,711 -2%
BBA
1309
Baader Bank Aktiengesellschaft
Germany
$34.4M -$15.7M -68,609 -31%
IA
1310
IFG Advisory
Georgia
$34.3M -$34.5K -148 -0.1%
GCA
1311
Greenwood Capital Associates
South Carolina
$34.3M -$773K -3,319 -2%
CAAS
1312
Capital Asset Advisory Services
Michigan
$34.2M -$285K -1,264 -0.8%
SFM
1313
Signet Financial Management
New Jersey
$34.1M -$302K -1,298 -0.9%
OAM
1314
Occidental Asset Management
California
$34.1M +$1.02M +4,360 +3%
GIP
1315
Greatmark Investment Partners
Georgia
$34.1M -$263K -1,129 -0.8%
WPP
1316
Whalerock Point Partners
Rhode Island
$34M +$1.33M +5,709 +4%
CF
1317
Clarity Financial
Texas
$34M +$1.14M +4,873 +3%
ZAM
1318
Zevin Asset Management
Massachusetts
$34M -$240K -1,032 -0.7%
MMPW
1319
Mitchell McLeod Pugh & Williams
Alabama
$33.9M -$760K -3,260 -2%
MCWS
1320
McKinley Carter Wealth Services
West Virginia
$33.9M +$35.2K +151 +0.1%
SAG
1321
SageView Advisory Group
California
$33.9M -$6.73M -28,872 -17%
BCM
1322
Bridgeway Capital Management
Texas
$33.6M -$1.08M -4,628 -3%
AC
1323
Addenda Capital
Quebec, Canada
$33.6M +$80.4K +345 +0.2%
TWA
1324
TCI Wealth Advisors
Arizona
$33.6M +$772K +3,312 +2%
SSA
1325
South Street Advisors
New York
$33.5M -$1.65M -7,095 -5%