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 %
BWL
1451
Bogart Wealth LLC
Virginia
$29.2M -$130K -559 -0.4%
SEP
1452
Southland Equity Partners
Missouri
$29.2M +$1.11M +4,768 +4%
SSG
1453
Summit Securities Group
New York
$29.1M -$17.7M -75,885 -38%
AWA
1454
Arete Wealth Advisors
Illinois
$29.1M -$15M -64,492 -34%
AG
1455
Algert Global
California
$29.1M +$28.4M +121,843 +4,036%
OCAM
1456
Onex Canada Asset Management
Ontario, Canada
$29.1M -$241K -1,035 -0.8%
CCM
1457
Canal Capital Management
Virginia
$29M +$207K +888 +0.7%
RPGK
1458
Retirement Planning Group (Kansas)
Kansas
$29M +$5.25M +22,532 +22%
HCM
1459
Hutchinson Capital Management
California
$29M -$6.35M -27,273 -18%
HCM
1460
Horiko Capital Management
New York
$29M -$1.38M -5,939 -5%
GGS
1461
Galvin Gaustad & Stein
Arizona
$29M -$4.05M -17,368 -12%
TWM
1462
Tradition Wealth Management
Minnesota
$29M -$487K -2,089 -2%
KWMG
1463
King Wealth Management Group
Florida
$29M -$205K -880 -0.7%
AP
1464
Adero Partners
California
$28.9M -$255K -1,096 -0.9%
G
1465
GenTrust
Florida
$28.9M +$1.06M +4,550 +4%
IWA
1466
Icon Wealth Advisors
Texas
$28.8M +$544K +2,333 +2%
CNBTD
1467
Citizens National Bank Trust Department
Mississippi
$28.8M -$101K -433 -0.3%
CA
1468
Claro Advisors
Massachusetts
$28.7M +$1.19M +5,117 +4%
JSC
1469
Jackson Square Capital
California
$28.7M +$1.61M +6,921 +6%
MA
1470
MJP Associates
Connecticut
$28.7M +$730K +3,131 +3%
CA
1471
Continuum Advisory
Idaho
$28.7M +$1.74M +7,641 +6%
HRC
1472
Hoertkorn Richard Charles
$28.7M -$793K -3,403 -3%
CWM
1473
Concentrum Wealth Management
California
$28.7M +$312K +1,337 +1%
SAM
1474
Selway Asset Management
$28.6M -$130K -560 -0.5%
PAMG
1475
Patton Albertson Miller Group
Tennessee
$28.5M -$903K -3,877 -3%