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 %
CWS
1401
Cypress Wealth Services
California
$31.1M +$190K +817 +0.6%
AAM
1402
Augustine Asset Management
Florida
$31.1M -$469K -2,012 -1%
HFS
1403
Howard Financial Services
Texas
$31.1M -$151K -650 -0.5%
IC
1404
Inscription Capital
Texas
$31M -$1.07M -4,596 -3%
AIMC
1405
Alley Investment Management Company
Illinois
$31M +$3.73K +16 +0%
SB
1406
Simmons Bank
Arkansas
$30.9M +$486K +2,086 +2%
B
1407
Bensler
Washington
$30.9M +$645K +2,768 +2%
OFG
1408
Oxford Financial Group
Indiana
$30.8M -$388K -1,667 -1%
SCM
1409
Steele Capital Management
Iowa
$30.8M -$212K -910 -0.7%
CWA
1410
Clarity Wealth Advisors
California
$30.7M +$113K +485 +0.4%
CIA
1411
CCM Investment Advisers
South Carolina
$30.7M +$243K +1,045 +0.8%
PTP
1412
Platform Technology Partners
New York
$30.7M +$385K +1,671 +1%
CC
1413
Callan Capital
California
$30.7M -$2.86M -12,278 -9%
WAM
1414
Wallington Asset Management
Indiana
$30.7M +$1.65M +7,095 +6%
RCG
1415
Regatta Capital Group
California
$30.6M +$681K +2,924 +2%
CCM
1416
Chickasaw Capital Management
Tennessee
$30.5M
HVIA
1417
Hudson Valley Investment Advisors
New York
$30.5M -$2.21M -9,479 -7%
FMTC
1418
Farmers & Merchants Trust Company
California
$30.4M +$22.4K +96 +0.1%
OFS
1419
OMC Financial Services
New York
$30.4M
SAM
1420
Smartleaf Asset Management
Massachusetts
$30.3M +$7.96M +34,961 +36%
LOAME
1421
Lombard Odier Asset Management (Europe)
United Kingdom
$30.3M -$7.9M -33,920 -21%
XF
1422
XML Financial
Maryland
$30.3M -$297K -1,276 -1%
SPG
1423
Strategic Planning Group
Utah
$30.1M +$645K +2,767 +2%
RFMS
1424
RWQ Financial Management Services
Florida
$30.1M -$26.7M -114,694 -47%
PWW
1425
Pettyjohn Wood & White
Virginia
$30.1M -$16.8K -72 -0.1%