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 %
LCS
1751
Levin Capital Strategies
New York
$21.3M -$2.41M -10,356 -10%
WPW
1752
Warther Private Wealth
Ohio
$21.3M -$6.22M -26,692 -23%
NBT
1753
Northwest Bank & Trust
Iowa
$21.3M +$27K +116 +0.1%
CPBTD
1754
Central Pacific Bank - Trust Division
Hawaii
$21.3M -$3.15M -13,518 -13%
WC
1755
Westhampton Capital
North Carolina
$21.2M -$1.55M -6,660 -7%
GEM
1756
Global Endowment Management
North Carolina
$21.2M -$594K -2,551 -3%
WIA
1757
Westbourne Investment Advisors
Maryland
$21.2M -$94.1K -404 -0.4%
MCG
1758
McCollum Christoferson Group
New York
$21.2M -$150K -642 -0.7%
MCCP
1759
Mission Creek Capital Partners
California
$21.2M +$607K +2,605 +3%
IP
1760
Isthmus Partners
Wisconsin
$21.1M -$448K -1,923 -2%
CWC
1761
Carolinas Wealth Consulting
North Carolina
$21.1M +$27.7K +119 +0.1%
MW
1762
MBL Wealth
North Carolina
$21.1M -$2.32M -9,955 -10%
TWM
1763
Tanager Wealth Management
United Kingdom
$21.1M +$62K +266 +0.3%
WE
1764
Wealth Effects
Massachusetts
$21.1M -$312K -1,339 -1%
HH
1765
HWG Holdings
Texas
$21.1M +$5.03M +21,595 +31%
CHA
1766
Carmichael Hill & Associates
Maryland
$21.1M -$68K -292 -0.3%
BWM
1767
BNC Wealth Management
Oregon
$21.1M +$68.7K +295 +0.3%
VPP
1768
Vertex Planning Partners
Illinois
$21.1M +$1.26M +5,421 +6%
IIM
1769
Ipswich Investment Management
Massachusetts
$21M -$474K -2,033 -2%
ACG
1770
Allen Capital Group
Nebraska
$21M +$751K +3,224 +4%
ORC
1771
O'Rourke & Company
Massachusetts
$21M -$55.5K -238 -0.3%
LWA
1772
Lineweaver Wealth Advisors
Ohio
$21M +$404K +1,735 +2%
RLIM
1773
Red Lighthouse Investment Management
New York
$20.9M -$212K -909 -1%
OIA
1774
Optimum Investment Advisors
Illinois
$20.9M -$385K -1,651 -2%
MCM
1775
MV Capital Management
Maryland
$20.9M +$2.3M +9,880 +12%