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 %
AW
1801
Atlas Wealth
Ohio
$20.1M -$20.1M -86,270 -50%
DDC
1802
DF Dent & Co
Maryland
$20.1M -$1.91M -8,190 -9%
GLR
1803
Great Lakes Retirement
Ohio
$20.1M +$600K +2,575 +3%
TF
1804
Trek Financial
Arizona
$20.1M -$11.6M -49,589 -37%
FCA
1805
FinTrust Capital Advisors
South Carolina
$20.1M +$497K +2,135 +3%
SIC
1806
SFE Investment Counsel
California
$20M -$253K -1,087 -1%
IF
1807
Intrua Financial
Texas
$20M -$4.82M -20,681 -19%
MCM
1808
Mattern Capital Management
Colorado
$19.9M -$96K -412 -0.5%
KHLMVGHM
1809
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$19.9M -$6.77M -29,067 -25%
SM
1810
STF Management
Texas
$19.9M -$2.17M -9,300 -10%
GWANC
1811
Guardian Wealth Advisors (North Carolina)
North Carolina
$19.9M -$672K -2,884 -3%
TPA
1812
Trivium Point Advisory
Connecticut
$19.9M +$364K +1,619 +2%
BCG
1813
Breakwater Capital Group
New Jersey
$19.8M -$190K -816 -0.9%
RW
1814
Rockport Wealth
Ohio
$19.8M +$1.74M +7,468 +10%
SBCM
1815
Schwerin Boyle Capital Management
Massachusetts
$19.8M -$16.6M -71,365 -46%
RIG
1816
Renaissance Investment Group
Massachusetts
$19.7M -$580K -2,491 -3%
GAM
1817
Grandview Asset Management
Pennsylvania
$19.7M -$887K -3,807 -4%
FFG
1818
Frisch Financial Group
New York
$19.7M -$401K -1,719 -2%
AAG
1819
Armstrong Advisory Group
Massachusetts
$19.7M -$1.17M -5,010 -6%
AIIMS
1820
Analyst IMS Investment Management Services
Israel
$19.7M +$2.26M +9,710 +13%
MAM
1821
Montchanin Asset Management
Delaware
$19.7M +$84.6K +363 +0.4%
VT
1822
Vise Technologies
New York
$19.7M +$6.35M +27,244 +48%
RW
1823
RVW Wealth
California
$19.6M -$33.8K -145 -0.2%
DI
1824
Diligent Investors
California
$19.6M -$215K -923 -1%
NC
1825
NBW Capital
Massachusetts
$19.6M -$386K -1,655 -2%