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 %
WKWM
1726
Walter & Keenan Wealth Management
Indiana
$21.6M -$96.2K -413 -0.4%
LCM
1727
Liberty Capital Management
Michigan
$21.6M -$428K -1,836 -2%
GWM
1728
GDS Wealth Management
Texas
$21.6M +$636K +2,728 +3%
TGCMU
1729
Titan Global Capital Management USA
New York
$21.6M -$692K -2,969 -3%
BW
1730
Bison Wealth
Georgia
$21.6M -$18.5M -79,316 -46%
RWM
1731
Rench Wealth Management
Texas
$21.5M -$207K -887 -1%
SCA
1732
St. Clair Advisors
Ohio
$21.5M -$30.3K -130 -0.1%
AWM
1733
Aries Wealth Management
Maine
$21.5M -$150K -642 -0.7%
BAM
1734
Brave Asset Management
New Jersey
$21.5M -$77.1K -331 -0.4%
PCMC
1735
Private Capital Management (Colorado)
Colorado
$21.5M +$4.38M +18,790 +26%
MAWCM
1736
Mine & Arao Wealth Creation & Management
California
$21.5M +$139K +595 +0.6%
RA
1737
Riversedge Advisors
Delaware
$21.5M +$91.6K +393 +0.4%
OBWG
1738
Onyx Bridge Wealth Group
New York
$21.5M -$147K -632 -0.7%
CBT
1739
Central Bank & Trust
Kentucky
$21.5M -$1.47M -6,304 -6%
EFG
1740
Everhart Financial Group
Ohio
$21.4M +$2.48M +10,979 +13%
PMG
1741
ProVise Management Group
Florida
$21.4M -$379K -1,627 -2%
MW
1742
Marcum Wealth
Ohio
$21.4M +$157K +674 +0.7%
GAA
1743
Guardian Asset Advisors
Pennsylvania
$21.4M -$110K -471 -0.5%
UAM
1744
UAS Asset Management
New York
$21.4M -$826K -3,543 -4%
SCM
1745
Sterneck Capital Management
Missouri
$21.3M -$308K -1,321 -1%
PCA
1746
Prosperity Capital Advisors
Ohio
$21.3M -$485K -2,080 -2%
SIA
1747
Strategic Investment Advisors
Michigan
$21.3M +$1.19M +5,088 +6%
RWA
1748
Roberts Wealth Advisors
California
$21.3M +$467K +2,068 +2%
SC
1749
Slow Capital
California
$21.3M +$134K +576 +0.6%
SW
1750
SkyOak Wealth
Michigan
$21.3M -$563K -2,418 -3%