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 %
WIC
1576
Willis Investment Counsel
Georgia
$25.8M +$3.73K +16 +0%
ECG
1577
Edge Capital Group
Georgia
$25.7M -$690K -2,963 -3%
S
1578
SimplyRich
California
$25.6M -$55.9K -240 -0.2%
WCM
1579
Whitener Capital Management
North Carolina
$25.6M -$415K -1,783 -2%
ALC
1580
Alexander Labrunerie & Co
Missouri
$25.6M -$1.53M -6,555 -6%
MWM
1581
Mattern Wealth Management
Kansas
$25.6M +$65.2K +280 +0.3%
RBC
1582
Romano Brothers & Co
Illinois
$25.6M -$238K -1,020 -0.9%
PWMG
1583
Prestige Wealth Management Group
New Jersey
$25.5M -$380K -1,629 -1%
SAF
1584
Smith Anglin Financial
Texas
$25.5M +$31.2K +134 +0.1%
MC
1585
Montag & Caldwell
Georgia
$25.5M -$1.06M -4,535 -4%
ADL
1586
Asset Dedication LLC
California
$25.5M -$1.19M -5,117 -4%
PCA
1587
Peddock Capital Advisors
Massachusetts
$25.4M -$154K -661 -0.6%
BL
1588
Balentine LLC
Georgia
$25.3M +$11.8M +50,801 +88%
TNBTD
1589
Trustmark National Bank Trust Department
Mississippi
$25.1M -$3.43M -14,705 -12%
MA
1590
MSA Advisors
California
$25.1M -$93.2K -400 -0.4%
CPIA
1591
Cornell Pochily Investment Advisors
New York
$25.1M +$11K +47 +0%
HB
1592
HTLF Bank
Colorado
$25M -$666K -2,860 -3%
EI
1593
Ellevest Inc
New York
$24.9M +$69.4K +298 +0.3%
ERWM
1594
Elk River Wealth Management
Colorado
$24.9M +$218K +937 +0.9%
1WA
1595
180 Wealth Advisors
Washington
$24.9M -$184K -790 -0.7%
TPCW
1596
TD Private Client Wealth
New York
$24.9M +$1.52M +6,543 +7%
FPGK
1597
Financial Partners Group (Kansas)
Kansas
$24.9M +$181K +778 +0.7%
ZB
1598
Zions Bancorporation
Utah
$24.8M +$914K +3,924 +4%
LA
1599
LM Advisors
California
$24.8M -$469K -2,014 -2%
IG
1600
Ithaka Group
Virginia
$24.8M -$746K -3,201 -3%