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 %
NCM
1676
Nelson Capital Management
California
$22.9M +$281K +1,206 +1%
EIP
1677
Ellis Investment Partners
Pennsylvania
$22.9M -$78.3K -336 -0.3%
AWA
1678
Aaron Wealth Advisors
Illinois
$22.8M +$3.18M +13,669 +16%
HIC
1679
Harbor Island Capital
Massachusetts
$22.8M
ACM
1680
Accent Capital Management
Ohio
$22.7M -$1.19M -5,103 -5%
NAMM
1681
NorthStar Asset Management (Massachusetts)
Massachusetts
$22.7M -$1.07M -4,596 -5%
MWA
1682
Monograph Wealth Advisors
California
$22.7M -$5.22M -22,424 -19%
APWA
1683
Atlas Private Wealth Advisors
New Jersey
$22.7M -$18.4K -79 -0.1%
PCTC
1684
Perkins Coie Trust Company
Washington
$22.7M -$447K -1,919 -2%
SDJVC
1685
St. Denis J. Villere & Co
Louisiana
$22.7M -$454K -1,948 -2%
PWPS
1686
Pinnacle Wealth Planning Services
Ohio
$22.6M +$1.87M +8,006 +9%
HA
1687
Herold Advisors
New York
$22.6M -$151K -648 -0.7%
BCA
1688
Bay Colony Advisors
Massachusetts
$22.5M +$114K +490 +0.5%
PCMK
1689
Paragon Capital Management (Kansas)
Kansas
$22.5M -$42.9K -184 -0.2%
CFP
1690
Catalyst Financial Partners
Massachusetts
$22.5M +$917K +3,935 +4%
IA
1691
Insight Advisors
Pennsylvania
$22.5M -$729K -3,130 -3%
ZIG
1692
Zuckerman Investment Group
Illinois
$22.5M +$496K +2,129 +2%
MWA
1693
Meridian Wealth Advisors
Texas
$22.5M -$761K -3,268 -3%
LIM
1694
Lathrop Investment Management
Arkansas
$22.4M -$290K -1,243 -1%
CP
1695
CenterBook Partners
Connecticut
$22.4M +$9.22M +39,585 +70%
HWM
1696
HFR Wealth Management
New York
$22.4M -$9.32K -40 -0%
EW
1697
Elyxium Wealth
California
$22.4M +$22.4M +96,014 New
BL
1698
BFSG LLC
California
$22.3M -$456K -1,959 -2%
JEST
1699
JTC Employer Solutions Trustee
Jersey
$22.3M -$261K -1,120 -1%
WF
1700
WoodTrust Financial
Wisconsin
$22.3M -$598K -2,565 -3%