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 %
JWCA
1476
J.W. Coons Advisors
Ohio
$28.5M -$335K -1,437 -1%
TPI
1477
Trust Point Inc
Wisconsin
$28.5M +$141K +605 +0.5%
DP
1478
Dundas Partners
United Kingdom
$28.5M
PTB
1479
Pioneer Trust Bank
Oregon
$28.3M -$1.1M -4,720 -4%
GLLW
1480
Graves Light Lenhart Wealth
Virginia
$28.3M -$8.95M -38,407 -24%
SFP
1481
Shepherd Financial Partners
Massachusetts
$28.3M +$581K +2,492 +2%
WAS
1482
Winch Advisory Services
Wisconsin
$28.3M -$700K -3,004 -2%
MFG
1483
Magnus Financial Group
New York
$28.3M +$275K +1,182 +1%
SCM
1484
Stevens Capital Management
Pennsylvania
$28.2M +$26.9M +115,330 +1,959%
CPA
1485
Cardiff Park Advisors
California
$28.2M +$361K +1,551 +1%
LF
1486
Lee Financial
Texas
$28.2M +$10.5M +45,217 +60%
RCM
1487
RNC Capital Management
California
$28.2M
PAM
1488
Peak Asset Management
Colorado
$28.2M -$1.48M -6,359 -5%
CFD
1489
Creative Financial Designs
Indiana
$28.2M +$728K +3,125 +3%
CFGS
1490
Concourse Financial Group Securities
Alabama
$28.2M -$754K -3,765 -3%
RDWM
1491
Red Door Wealth Management
Tennessee
$28.2M +$1.8M +7,746 +7%
MCA
1492
Maryland Capital Advisors
Maryland
$28.1M -$1.05M -4,500 -4%
TAIM
1493
Te Ahumairangi Investment Management
New Zealand
$28M +$471K +2,033 +2%
GI
1494
GAMCO Investors
Connecticut
$28M -$823K -3,534 -3%
MCC
1495
Money Concepts Capital
Florida
$28M -$664K -2,851 -2%
CI
1496
Conning Inc
Connecticut
$28M -$270K -1,160 -1%
SNB
1497
Security National Bank
Nebraska
$28M -$164K -705 -0.6%
MSFS
1498
Main Street Financial Solutions
Pennsylvania
$28M -$2.95M -12,650 -10%
RC
1499
RBF Capital
California
$28M
VV
1500
Verity & Verity
South Carolina
$28M +$283K +1,213 +1%