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 %
ECM
1701
EagleClaw Capital Management
Massachusetts
$22.2M +$1.16M +4,985 +6%
MF
1702
Montis Financial
Massachusetts
$22.2M -$1.69M -7,245 -7%
Loomis, Sayles & Company
1703
Loomis, Sayles & Company
Massachusetts
$22.2M -$2.72M -11,671 -11%
VW
1704
Vantage Wealth
California
$22.2M -$1.7M -7,297 -7%
JCM
1705
Jacobi Capital Management
Pennsylvania
$22.1M +$530K +2,276 +2%
AFM
1706
Armstrong Fleming & Moore
District of Columbia
$22.1M -$556K -2,385 -2%
FM
1707
Family Management
New York
$22.1M +$34.7K +149 +0.2%
ODG
1708
O'Dell Group
Ohio
$22.1M -$1.19M -5,092 -5%
GD
1709
Grandfield & Dodd
New York
$22M -$30.8K -132 -0.1%
QWM
1710
Quadcap Wealth Management
Texas
$22M +$1.69M +7,268 +8%
OHIS
1711
Oak Harvest Investment Services
Texas
$21.9M -$11M -47,177 -33%
AFA
1712
Arlington Financial Advisors
California
$21.9M -$321K -1,379 -1%
ATI
1713
Act Two Investors
California
$21.9M -$34.7K -149 -0.2%
AAA
1714
Adams Asset Advisors
Texas
$21.9M -$768K -3,294 -3%
SCM
1715
Stonebridge Capital Management
California
$21.9M -$245K -1,050 -1%
SCM
1716
SOL Capital Management
Maryland
$21.9M -$1.93M -8,283 -8%
IIA
1717
IPG Investment Advisors
California
$21.8M -$10.1M -43,446 -32%
CCT
1718
Capital City Trust
Florida
$21.8M +$112K +482 +0.5%
BFA
1719
Bill Few Associates
Pennsylvania
$21.8M -$192K -825 -0.9%
FPB
1720
First PREMIER Bank
South Dakota
$21.8M +$361K +1,551 +2%
BIG
1721
Brooklyn Investment Group
New York
$21.8M +$1.48M +6,366 +7%
JWM
1722
Jessup Wealth Management
Ohio
$21.8M -$1.87M -8,031 -8%
HCP
1723
Holt Capital Partners
Texas
$21.8M +$55.7K +239 +0.3%
THCM
1724
Taylor Hoffman Capital Management
Virginia
$21.7M +$21.7M +96,271 New
TFA
1725
Toth Financial Advisory
Virginia
$21.7M -$186K -797 -0.8%