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 %
SXL
1626
Summit X LLC
Missouri
$24.1M -$1.28M -6,073 -5%
PCG
1627
PFC Capital Group
California
$24.1M -$248K -1,064 -1%
MGWM
1628
Marks Group Wealth Management
Minnesota
$24.1M -$197K -844 -0.8%
HCM
1629
Harvey Capital Management
Florida
$24M -$813K -3,490 -3%
BA
1630
Ballast Advisors
Minnesota
$24M -$2.74M -11,776 -10%
AHB
1631
Abner Herrman & Brock
New Jersey
$24M -$71.5K -307 -0.3%
HIP
1632
Harrell Investment Partners
Texas
$24M -$355K -1,524 -1%
NW
1633
Naviter Wealth
Arkansas
$24M -$276K -1,184 -1%
UOTTAIMCU
1634
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$24M +$7.47M +32,076 +45%
SWC
1635
Spectrum Wealth Counsel
Indiana
$24M -$1.53M -6,584 -6%
LNWTC
1636
Laird Norton Wetherby Trust Company
Washington
$23.9M +$3.24M +13,910 +16%
M
1637
MOTCO
Texas
$23.9M -$1.41M -6,069 -6%
AIMA
1638
Ables Iannone Moore & Associates
Georgia
$23.9M -$2.12M -9,118 -8%
SWM
1639
Stockman Wealth Management
Montana
$23.9M +$316K +1,357 +1%
PCH
1640
PGIM Custom Harvest
New Jersey
$23.9M +$246K +1,057 +1%
AWM
1641
Absher Wealth Management
North Carolina
$23.8M -$2.68M -11,513 -10%
HFS
1642
Haverford Financial Services
Pennsylvania
$23.8M -$2.57M -11,010 -10%
CAM
1643
Covenant Asset Management
New Jersey
$23.8M -$134K -575 -0.6%
MA
1644
MONECO Advisors
Connecticut
$23.8M -$3.26M -13,984 -12%
MCP
1645
Mirador Capital Partners
California
$23.7M -$754K -3,236 -3%
BOPW
1646
Brandywine Oak Private Wealth
Pennsylvania
$23.6M +$161K +690 +0.7%
RCA
1647
Riverview Capital Advisers
Massachusetts
$23.6M -$50.8K -218 -0.2%
PMFA
1648
Plante Moran Financial Advisors
Michigan
$23.6M +$673K +2,887 +3%
GA
1649
GSG Advisors
New Jersey
$23.6M +$307K +1,357 +1%
MSS
1650
Mitchell Sinkler & Starr
Pennsylvania
$23.5M +$436K +1,948 +2%