5,074 hedge funds and large institutions have $1.97T invested in Apple in 2024 Q2 according to their latest regulatory filings, with 264 funds opening new positions, 2,214 increasing their positions, 2,322 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,074
Holders Change
+101
Holders Change %
+2.03%
% of All Funds
73.79%
Holding in Top 10
2,986
Holding in Top 10 Change
+352
Holding in Top 10 Change %
+13.36%
% of All Funds
43.43%
New
264
Increased
2,214
Reduced
2,322
Closed
93
Calls
$57.3B
Puts
$51.2B
Net Calls
+$6.07B
Net Calls Change
+$3.11B
Name Holding Trade Value Shares
Change
Shares
Change %
WSCM
1426
Wellington Shields Capital Management
New York
$29.3M -$70.3K -334 -0.2%
CW
1427
CreativeOne Wealth
Kansas
$29.3M -$3.22M -15,284 -10%
SIAP
1428
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$29.2M -$945K -4,488 -3%
MAA
1429
Matrix Asset Advisors
New York
$29.2M -$182K -863 -0.6%
PCM
1430
Princeton Capital Management
New Jersey
$29.1M +$59.6K +283 +0.2%
IC
1431
Inscription Capital
Texas
$29M -$680K -3,230 -2%
LWANC
1432
Laurel Wealth Advisors (North Carolina)
North Carolina
$28.9M -$554K -2,630 -2%
SPC
1433
Spirepoint Private Client
Florida
$28.9M +$1.42M +6,721 +5%
IIA
1434
IPG Investment Advisors
California
$28.9M +$1.1M +5,223 +4%
RWS
1435
Resolute Wealth Strategies
Mississippi
$28.8M -$508K -2,414 -2%
SWP
1436
Semus Wealth Partners
Florida
$28.7M +$205K +974 +0.7%
HBT
1437
Hills Bank & Trust
Iowa
$28.7M -$1.1M -5,218 -4%
CW
1438
CIC Wealth
Maryland
$28.7M +$33.5K +159 +0.1%
BLAM
1439
Bourne Lent Asset Management
New York
$28.6M -$11.2K -53 -0%
TF
1440
Trek Financial
Arizona
$28.6M +$9.67M +45,920 +51%
CIA
1441
Covington Investment Advisors
Pennsylvania
$28.6M -$1.62M -7,695 -5%
AO
1442
Advisor OS
Illinois
$28.6M -$405K -1,922 -1%
EFG
1443
Embree Financial Group
Illinois
$28.6M -$770K -3,654 -3%
AAM
1444
Augustine Asset Management
Florida
$28.5M +$83.8K +398 +0.3%
CNBT
1445
Canandaigua National Bank & Trust
New York
$28.5M -$609K -2,891 -2%
SLWA
1446
San Luis Wealth Advisors
California
$28.5M +$28.5M +135,319 New
HW
1447
Hamilton Wealth
California
$28.5M +$1.69M +8,013 +6%
IIC
1448
Ironwood Investment Counsel
Arizona
$28.4M -$99.6K -473 -0.3%
PCMH
1449
Polymer Capital Management (HK)
Hong Kong
$28.4M +$28M +133,128 +7,007%
GWSG
1450
GPS Wealth Strategies Group
Colorado
$28.4M -$577K -2,739 -2%