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 %
HWM
1326
Hemington Wealth Management
Virginia
$33.5M -$313K -1,387 -0.9%
FWP
1327
FAS Wealth Partners
Kansas
$33.5M +$617K +2,649 +2%
AA
1328
Auxano Advisors
Washington
$33.4M +$229K +984 +0.7%
Simplex Trading
1329
Simplex Trading
Illinois
$33.3M +$33.3M +143,113 New
SSA
1330
Schonfeld Strategic Advisors
New York
$33.3M -$103M -442,162 -76%
TS
1331
Tamar Securities
California
$33.3M +$9.46M +40,601 +40%
AO
1332
Advisor OS
Illinois
$33.2M +$1.61M +6,916 +5%
SHGA
1333
Sand Hill Global Advisors
California
$33.2M -$812K -3,486 -2%
WWM
1334
Westwood Wealth Management
California
$33.2M +$2.39M +10,275 +8%
ACM
1335
Ardent Capital Management
Ohio
$33.2M -$782K -3,357 -2%
AWP
1336
Ascent Wealth Partners
New York
$33.1M -$439K -1,883 -1%
FDP
1337
Financiere des Professionnels
Quebec, Canada
$33.1M +$16.3M +70,125 +97%
WIM
1338
Wittenberg Investment Management
Massachusetts
$33.1M -$3.76M -16,150 -10%
FRA
1339
Front Row Advisors
California
$33.1M -$678K -2,911 -2%
FFBTD
1340
First Financial Bank - Trust Division
Ohio
$33.1M -$650K -2,789 -2%
LPAM
1341
Lodestar Private Asset Management
California
$33.1M -$250K -1,073 -0.8%
KFS
1342
Kurt F. Somerville
$33M -$779K -3,345 -2%
TSS
1343
Two Sigma Securities
New York
$33M -$14.3M -61,541 -30%
SRA
1344
Summit Rock Advisors
New York
$33M +$24.9K +107 +0.1%
FCIM
1345
Fairview Capital Investment Management
California
$33M +$321K +1,379 +1%
OAM
1346
Ostrum Asset Management
France
$33M -$1.61M -6,915 -5%
B
1347
BetterWealth
California
$32.9M -$1.22M -5,249 -4%
NFGCM
1348
Norman Fields Gottscho Capital Management
New York
$32.9M -$221K -949 -0.7%
HKIM
1349
Hayek Kallen Investment Management
Alabama
$32.8M -$382K -1,638 -1%
CCB
1350
Country Club Bank
Missouri
$32.8M -$408K -1,789 -1%