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 %
B
1551
Bellecapital
Switzerland
$26.4M +$490K +2,105 +2%
BFW
1552
Brady Family Wealth
Missouri
$26.4M +$274K +1,177 +1%
BWP
1553
Barlow Wealth Partners
Kentucky
$26.4M +$116K +524 +0.4%
TCA
1554
Trifecta Capital Advisors
Illinois
$26.3M -$699 -3 -0%
CCM
1555
Copeland Capital Management
Pennsylvania
$26.3M -$1.02M -4,361 -4%
OA
1556
Oak Associates
Ohio
$26.3M
BMWM
1557
Brown Miller Wealth Management
Virginia
$26.3M +$130K +560 +0.5%
TI
1558
TTP Investments
California
$26.3M +$1.17M +5,034 +5%
RWM
1559
RKL Wealth Management
Pennsylvania
$26.2M +$32.4K +139 +0.1%
PL
1560
Plancorp LLC
Missouri
$26.1M -$2.57M -11,028 -9%
SMA
1561
Sage Mountain Advisors
Georgia
$26.1M +$963K +4,135 +4%
WRPWM
1562
Werba Rubin Papier Wealth Management
California
$26.1M +$3.92M +16,841 +18%
OA
1563
Oxbow Advisors
Texas
$26.1M -$1.63M -6,976 -6%
PT
1564
Plimoth Trust
Massachusetts
$26.1M +$255K +1,093 +1%
ESB
1565
Essex Savings Bank
Connecticut
$26.1M +$706K +3,031 +3%
AM
1566
Atwater Malick
Pennsylvania
$26M +$336K +1,443 +1%
CWM
1567
Connecticut Wealth Management
Connecticut
$26M +$361K +1,548 +1%
PSFG
1568
Prairie Sky Financial Group
Illinois
$26M -$52.7K -226 -0.2%
Financial Engines Advisors
1569
Financial Engines Advisors
California
$26M -$219K -939 -0.8%
JAM
1570
JCIC Asset Management
Ontario, Canada
$26M +$156K +670 +0.6%
TC
1571
Tenere Capital
New York
$25.9M +$815K +3,499 +3%
GC
1572
Garde Capital
Washington
$25.8M -$428K -1,836 -2%
RPWA
1573
Regent Peak Wealth Advisors
Georgia
$25.8M +$406K +1,744 +2%
WSC
1574
Wellington Shields & Co
New York
$25.8M -$131K -564 -0.5%
FC
1575
Fulcrum Capital
Washington
$25.8M +$836K +3,588 +3%