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 %
AFA
1526
Abacus FCF Advisors
Florida
$27.3M +$466 +2 +0%
JPWM
1527
Jamison Private Wealth Management
Georgia
$27.2M +$338K +1,452 +1%
GWMR
1528
GC Wealth Management RIA
Massachusetts
$27.2M +$2.47M +10,601 +10%
AF
1529
Advisornet Financial
Minnesota
$27.2M +$1.05M +4,498 +4%
GJCM
1530
Grand Jean Capital Management
California
$27.2M +$5.83K +25 +0%
MWM
1531
Marietta Wealth Management
Georgia
$27.1M -$54.8K -235 -0.2%
TSWM
1532
Tyler-Stone Wealth Management
Ohio
$27.1M +$14M +60,145 +107%
SACTSONJ
1533
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$27.1M -$699K -3,000 -3%
JRP
1534
Jasper Ridge Partners
California
$26.9M
SS
1535
Sunbelt Securities
Texas
$26.9M +$1.01M +4,326 +4%
FWTB
1536
First Western Trust Bank
Colorado
$26.9M -$616K -2,645 -2%
DCM
1537
Decatur Capital Management
Georgia
$26.8M +$41.2K +177 +0.2%
BHPW
1538
Beverly Hills Private Wealth
California
$26.8M -$375K -1,609 -1%
MIG
1539
McGuire Investment Group
Rhode Island
$26.8M -$536K -2,300 -2%
JJBC
1540
James J. Burns & Company
New York
$26.8M +$789K +3,388 +3%
GM
1541
GeoWealth Management
Illinois
$26.7M -$869K -3,730 -3%
WCA
1542
Westover Capital Advisors
Delaware
$26.6M +$1.36M +5,839 +5%
BRA
1543
Biechele Royce Advisors
Indiana
$26.6M -$481K -2,063 -2%
FTC
1544
Farmers Trust Company
Ohio
$26.6M -$370K -1,590 -1%
SWP
1545
Strategic Wealth Partners
Ohio
$26.5M +$1.05M +4,503 +4%
SSA
1546
Sierra Summit Advisors
Nevada
$26.5M +$1.5M +6,448 +6%
AA
1547
Advisory Alpha
Michigan
$26.5M +$2.94M +12,598 +12%
SC
1548
Sierra Capital
Florida
$26.4M +$10.9M +46,951 +71%
BMO
1549
Beck Mack & Oliver
New York
$26.4M -$268K -1,149 -1%
FA
1550
Financial Avengers
California
$26.4M -$437K -1,877 -2%