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 %
CGA
1876
Crescent Grove Advisors
Illinois
$18.7M -$427K -1,831 -2%
NTIC
1877
Napean Trading & Investment Company
Singapore
$18.7M +$2.38M +10,206 +15%
IEFM
1878
IQ EQ Fund Management
Ireland
$18.6M +$483K +2,073 +3%
UWM
1879
Udine Wealth Management
Florida
$18.6M -$508K -2,181 -3%
RCM
1880
Radnor Capital Management
Pennsylvania
$18.6M +$1.6M +6,857 +9%
KC
1881
Kingfisher Capital
North Carolina
$18.6M -$369K -1,584 -2%
CA
1882
CapWealth Advisors
Tennessee
$18.6M -$2.22M -9,546 -11%
HCA
1883
Horan Capital Advisors
Ohio
$18.6M -$455K -1,954 -2%
NCM
1884
Neumann Capital Management
California
$18.5M -$582K -2,496 -3%
PDL
1885
Portfolio Design Labs
California
$18.5M -$1.41M -6,069 -7%
AGM
1886
Aragon Global Management
Florida
$18.5M
RZH
1887
Relyea Zuckerberg Hanson
Connecticut
$18.5M +$40.3K +173 +0.2%
HA
1888
Hamel Associates
New Jersey
$18.5M -$176K -757 -0.9%
KA
1889
KLCM Advisors
Wisconsin
$18.5M +$2.03M +8,715 +12%
AFG
1890
Allegheny Financial Group
Pennsylvania
$18.5M -$204K -874 -1%
GPI
1891
General Partner Inc
Pennsylvania
$18.4M -$1.7M -7,275 -8%
MP
1892
McDonald Partners
Ohio
$18.4M +$390K +1,673 +2%
NF
1893
Nikulski Financial
Iowa
$18.4M -$104K -447 -0.6%
KAM
1894
Knightsbridge Asset Management
California
$18.4M +$15.4K +66 +0.1%
LFA
1895
Legacy Financial Advisors
Kentucky
$18.4M +$790K +3,389 +4%
APWM
1896
Argonautica Private Wealth Management
Massachusetts
$18.4M +$51.3K +220 +0.3%
RCYC
1897
Richard C. Young & Co
Rhode Island
$18.4M +$290K +1,245 +2%
FWM
1898
Fairhaven Wealth Management
Illinois
$18.4M -$53.4K -229 -0.3%
FPCP
1899
Fort Point Capital Partners
California
$18.3M +$741K +3,181 +4%
CWP
1900
Concord Wealth Partners
Virginia
$18.3M +$593K +2,547 +3%