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 %
ST
1651
Sentinel Trust
Texas
$23.4M -$558K -2,396 -2%
WGC
1652
Watts Gwilliam & Co
Arizona
$23.4M +$23.4M +103,719 New
NIG
1653
NFJ Investment Group
Texas
$23.4M -$2.76M -11,828 -11%
TNA
1654
True North Advisors
Texas
$23.4M -$4.56M -19,588 -16%
SIM
1655
Stratos Investment Management
Ohio
$23.4M -$826K -3,546 -3%
IBOK
1656
Independence Bank of Kentucky
Kentucky
$23.4M +$4.86M +20,846 +26%
CD
1657
Chapin Davis
Maryland
$23.4M -$90.6K -389 -0.4%
NL
1658
Navalign LLC
California
$23.3M +$888K +3,813 +4%
MIM
1659
Martin Investment Management
Florida
$23.3M -$1.17M -5,027 -5%
MWAM
1660
Manhattan West Asset Management
California
$23.3M +$809K +3,473 +4%
BFA
1661
Benedict Financial Advisors
Georgia
$23.3M -$957K -4,106 -4%
CPA
1662
Capital Planning Advisors
California
$23.3M +$1.03M +4,436 +5%
MSAM
1663
Moloney Securities Asset Management
Missouri
$23.3M -$167K -718 -0.7%
JWM
1664
Jeppson Wealth Management
California
$23.3M -$94.1K -404 -0.4%
AMG
1665
Asset Management Group
Connecticut
$23.3M -$93.2K -400 -0.4%
KFI
1666
Key Financial Inc
Pennsylvania
$23.2M -$7.92K -34 -0%
HPIA
1667
Hamilton Point Investment Advisors
North Carolina
$23.2M -$24K -103 -0.1%
PP
1668
PDS Planning
Ohio
$23.2M +$360K +1,543 +2%
WC
1669
Weil Company
California
$23.1M -$126K -539 -0.5%
CCC
1670
Chelsea Counsel Company
California
$23.1M -$406K -1,741 -2%
FFWA
1671
FRG Family Wealth Advisors
Washington
$23.1M -$84.8K -364 -0.4%
GIA
1672
Guyasuta Investment Advisors
Pennsylvania
$23M -$151K -650 -0.7%
PWS
1673
Peterson Wealth Services
Utah
$23M +$329K +1,411 +1%
GIM
1674
Guardian Investment Management
California
$23M +$1.55M +6,647 +7%
TIA
1675
Traphagen Investment Advisors
New Jersey
$23M +$2.17M +9,302 +10%