5,074 hedge funds and large institutions have $1.97T invested in Apple in 2024 Q2 according to their latest regulatory filings, with 264 funds opening new positions, 2,214 increasing their positions, 2,322 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,074
Holders Change
+101
Holders Change %
+2.03%
% of All Funds
73.79%
Holding in Top 10
2,986
Holding in Top 10 Change
+352
Holding in Top 10 Change %
+13.36%
% of All Funds
43.43%
New
264
Increased
2,214
Reduced
2,322
Closed
93
Calls
$57.3B
Puts
$51.2B
Net Calls
+$6.07B
Net Calls Change
+$3.11B
Name Holding Trade Value Shares
Change
Shares
Change %
AIMA
1626
Ables Iannone Moore & Associates
Georgia
$23.5M -$189K -898 -0.8%
JJBC
1627
James J. Burns & Company
New York
$23.5M +$19.5M +92,603 +491%
AIMCA
1628
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$23.5M -$56.3M -267,200 -71%
WSC
1629
Wellington Shields & Co
New York
$23.4M +$821K +3,900 +4%
SS
1630
Sunbelt Securities
Texas
$23.4M +$70.1K +333 +0.3%
B
1631
Bellecapital
Switzerland
$23.4M -$778K -3,693 -3%
PWMG
1632
Prestige Wealth Management Group
New Jersey
$23.4M -$740K -3,513 -3%
JAM
1633
JCIC Asset Management
Ontario, Canada
$23.4M -$5.81M -27,581 -20%
PT
1634
Plimoth Trust
Massachusetts
$23.3M -$824K -3,910 -3%
PHK
1635
Point72 Hong Kong
Hong Kong
$23.3M +$23.3M +110,791 New
RBC
1636
Romano Brothers & Co
Illinois
$23.3M -$352K -1,670 -1%
FWM
1637
Focused Wealth Management
New York
$23.3M +$282K +1,338 +1%
WIC
1638
Willis Investment Counsel
Georgia
$23.3M -$140K -665 -0.6%
KA
1639
Kozak & Associates
Colorado
$23.3M +$1.15M +5,172 +5%
AM
1640
Atwater Malick
Pennsylvania
$23.2M +$193K +918 +0.8%
S
1641
SimplyRich
California
$23.2M
CWM
1642
Connecticut Wealth Management
Connecticut
$23.2M +$77.1K +366 +0.3%
HB
1643
HTLF Bank
Colorado
$23.2M -$285K -1,351 -1%
JWM
1644
Jackson Wealth Management
Florida
$23.1M -$18.6M -88,207 -45%
IG
1645
Ithaka Group
Virginia
$23.1M -$801K -3,802 -3%
MWM
1646
Mattern Wealth Management
Kansas
$23.1M -$1.22M -5,780 -5%
PCA
1647
Peddock Capital Advisors
Massachusetts
$23.1M -$668K -3,170 -3%
SWP
1648
Strategic Wealth Partners
Ohio
$23M +$746K +3,540 +3%
MSS
1649
Mitchell Sinkler & Starr
Pennsylvania
$23M -$686K -3,075 -3%
SWC
1650
Spectrum Wealth Counsel
Indiana
$23M -$3.41M -16,203 -13%