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 %
TCBWMS
1501
Texas Capital Bank Wealth Management Services
Texas
$27.9M -$1.9M -8,151 -6%
AIM
1502
Arcadia Investment Management
Michigan
$27.9M +$315K +1,350 +1%
GKIM
1503
GW&K Investment Management
Massachusetts
$27.9M +$24.9M +106,998 +837%
VNA
1504
Valley National Advisers
Pennsylvania
$27.8M -$5.69M -24,431 -17%
CFSG
1505
Community Financial Services Group
Vermont
$27.8M -$439K -1,883 -2%
BP
1506
Broadleaf Partners
Ohio
$27.8M -$101K -435 -0.4%
QPW
1507
Quantum Private Wealth
Florida
$27.7M -$699K -3,001 -2%
CAM
1508
Cypress Asset Management
Texas
$27.7M +$447K +1,917 +2%
RAS
1509
RPS Advisory Solutions
Kentucky
$27.6M +$7.18M +30,795 +35%
RWB
1510
RMR Wealth Builders
New Jersey
$27.6M +$373K +1,601 +1%
LWM
1511
Liberty Wealth Management
California
$27.6M -$14.7M -63,102 -35%
VAS
1512
Valicenti Advisory Services
New York
$27.5M -$438K -1,881 -2%
TPWA
1513
TRUE Private Wealth Advisors
Oregon
$27.5M -$7.26M -31,176 -21%
WTFG
1514
Wells Trecaso Financial Group
Ohio
$27.5M -$133K -571 -0.5%
AMM
1515
American Money Management
California
$27.5M -$829K -3,556 -3%
FHB
1516
First Hawaiian Bank
Hawaii
$27.5M -$3.77M -16,187 -12%
BOSSRA
1517
B.O.S.S. Retirement Advisors
Utah
$27.5M +$2.21M +9,484 +9%
BCP
1518
BSN Capital Partners
United Kingdom
$27.4M -$561M -2,455,000 -95%
NHC
1519
Nicholas Hoffman & Company
Georgia
$27.4M -$432K -1,853 -2%
SMH
1520
Sanders Morris Harris
Texas
$27.4M -$2.63M -11,275 -9%
1IA
1521
1834 Investment Advisors
Wisconsin
$27.4M -$3.2M -13,734 -10%
AF
1522
Arrow Financial
New York
$27.4M +$33.6K +144 +0.1%
BCB
1523
Brian C. Broderick
$27.3M -$716K -3,073 -3%
SFG
1524
Sowa Financial Group
Rhode Island
$27.3M -$574K -2,462 -2%
SSI
1525
Scott & Selber Inc
Texas
$27.3M -$111K -477 -0.4%