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 %
MAA
1351
Matrix Asset Advisors
New York
$32.8M +$507K +2,178 +2%
CAC
1352
Core Alternative Capital
Georgia
$32.7M -$1.19M -5,111 -4%
CGL
1353
Clarius Group LLC
Washington
$32.7M -$987K -4,246 -3%
CWM
1354
Chemistry Wealth Management
New York
$32.7M -$2.14M -9,171 -6%
JWA
1355
JFS Wealth Advisors
Pennsylvania
$32.6M +$2.94M +12,637 +10%
SWK
1356
Stephen W. Kidder
$32.6M -$262K -1,123 -0.8%
PPWP
1357
Premier Path Wealth Partners
New Jersey
$32.6M +$48K +206 +0.1%
MCA
1358
Martin Capital Advisors
Texas
$32.6M -$85K -365 -0.3%
PCM
1359
Princeton Capital Management
New Jersey
$32.6M +$358K +1,537 +1%
SC
1360
Searle & Co
Connecticut
$32.5M -$14K -60 -0%
SFG
1361
SevenBridge Financial Group
Pennsylvania
$32.5M +$35K +156 +0.1%
NAM
1362
NTV Asset Management
West Virginia
$32.5M -$121K -518 -0.4%
CNBT
1363
Canandaigua National Bank & Trust
New York
$32.5M +$923K +3,963 +3%
LWL
1364
Leo Wealth LLC
Texas
$32.4M -$562K -2,414 -2%
AC
1365
Arjuna Capital
North Carolina
$32.3M -$455K -1,953 -1%
FFP
1366
FourThought Financial Partners
Florida
$32.3M -$8.24M -35,377 -20%
WSCM
1367
Wellington Shields Capital Management
New York
$32.3M -$133K -570 -0.4%
RP
1368
Rowlandmiller & Partners
Georgia
$32.2M -$234K -1,003 -0.7%
FG
1369
Foster Group
Iowa
$32.2M -$2.05M -8,815 -6%
MFG
1370
MidWestOne Financial Group
Iowa
$32.2M -$463K -1,987 -1%
MMG
1371
Monetary Management Group
Missouri
$32.2M -$785K -3,370 -2%
SLWA
1372
San Luis Wealth Advisors
California
$32.1M +$618K +2,654 +2%
SH
1373
Svenska Handelsbanken
Sweden
$32.1M +$32.1M +137,966 New
LFM
1374
LGT Fund Management
Liechtenstein
$32.1M +$2.7M +11,912 +9%
MGM
1375
Manchester Global Management
United Kingdom
$32.1M +$1.2M +5,168 +4%