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 %
IPW
1776
Inlet Private Wealth
Florida
$20.9M -$62K -266 -0.3%
MA
1777
MCF Advisors
Kentucky
$20.9M -$308K -1,324 -1%
FIB
1778
First Interstate Bank
Montana
$20.8M -$56.2K -241 -0.3%
MFA
1779
Mayflower Financial Advisors
Massachusetts
$20.8M -$446K -1,916 -2%
KFA
1780
Kapstone Financial Advisors
Ohio
$20.8M +$3.87K +17 +0%
PCP
1781
Proficio Capital Partners
Massachusetts
$20.7M -$4.04M -17,342 -16%
RCW
1782
Rheos Capital Works
Japan
$20.7M +$20.7M +89,000 New
LT
1783
Legacy Trust
Michigan
$20.6M -$516K -2,214 -2%
GCA
1784
Guardian Capital Advisors
Ontario, Canada
$20.6M +$317K +1,401 +2%
SIS
1785
Sound Income Strategies
Florida
$20.6M +$294K +1,262 +1%
MJP
1786
Michael J. Puzo
$20.6M -$130K -558 -0.6%
AIA
1787
AIMZ Investment Advisors
California
$20.6M -$90.4K -388 -0.4%
LTI
1788
Laffer Tengler Investments
Tennessee
$20.5M +$230K +989 +1%
RMAM
1789
Raab & Moskowitz Asset Management
New Jersey
$20.5M -$293K -1,259 -1%
WIM
1790
Westside Investment Management
California
$20.4M -$205K -903 -1%
EWM
1791
EPG Wealth Management
Georgia
$20.4M +$20.4M +87,547 New
UE
1792
Unisphere Establishment
Liechtenstein
$20.4M -$1.57M -6,750 -7%
CI
1793
Carroll Investors
South Carolina
$20.4M +$315K +1,354 +2%
WIS
1794
Wright Investors Service
Connecticut
$20.4M +$1.36M +5,841 +7%
FDCP
1795
Foster Dykema Cabot & Partners
Massachusetts
$20.3M +$685K +2,938 +3%
BB
1796
Berkshire Bank
Massachusetts
$20.3M +$672K +2,883 +3%
EAM
1797
EULAV Asset Management
Florida
$20.3M +$933K +4,003 +5%
AFP
1798
Ausdal Financial Partners
Iowa
$20.3M +$686K +2,943 +4%
RRA
1799
Round Rock Advisors
Connecticut
$20.2M -$1.01M -4,314 -5%
PAM
1800
Pegasus Asset Management
New York
$20.1M -$647K -2,777 -3%