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 %
SC
1901
Schubert & Co
Texas
$18.3M -$4.57M -19,617 -20%
EAM
1902
EFG Asset Management
Oregon
$18.3M +$1.1M +4,739 +6%
CAM
1903
Cidel Asset Management
Ontario, Canada
$18.3M -$78.8K -338 -0.4%
ML
1904
McAdam LLC
Pennsylvania
$18.3M +$1.14M +4,883 +7%
SF
1905
Symphony Financial
Texas
$18.3M +$457K +2,015 +3%
UCMOK
1906
United Capital Management of KS
Kansas
$18.3M -$3.45M -14,809 -16%
AGAM
1907
Avalon Global Asset Management
California
$18.2M
SSWM
1908
Strait & Sound Wealth Management
California
$18.2M -$121K -520 -0.7%
EAM
1909
Empirical Asset Management
Massachusetts
$18.2M -$322K -5,108 -2%
ISB
1910
Iowa State Bank
Iowa
$18.2M -$1.15M -4,932 -6%
JHCP
1911
Jackson Hole Capital Partners
Oklahoma
$18.2M -$15.8K -68 -0.1%
CAC
1912
Certified Advisory Corp
Florida
$18.2M -$184K -788 -1%
HWMO
1913
Heritage Wealth Management (Ohio)
Ohio
$18.2M -$1.07M -4,584 -6%
AC
1914
AlphaCore Capital
California
$18.1M -$227K -973 -1%
KWM
1915
Keebeck Wealth Management
Illinois
$18.1M -$48.7K -209 -0.3%
HNW
1916
High Note Wealth
Minnesota
$18.1M -$29.8K -128 -0.2%
TA
1917
TFG Advisers
Michigan
$18.1M -$535K -2,296 -3%
WAS
1918
WESPAC Advisors SoCal
California
$18.1M +$277K +1,190 +2%
MPW
1919
Monterey Private Wealth
California
$18.1M -$89.7K -385 -0.5%
CCG
1920
Catalina Capital Group
California
$18.1M +$1.35M +5,812 +8%
FCFC
1921
First Commonwealth Financial Corp
Pennsylvania
$18.1M +$370K +1,588 +2%
CC
1922
Capital Counsel
New York
$18.1M +$105K +450 +0.6%
FMB
1923
Field & Main Bank
Kentucky
$18.1M -$338K -1,450 -2%
OL
1924
Optas LLC
Texas
$18M +$1.54M +6,601 +9%
PAS
1925
Professional Advisory Services
Florida
$18M -$119K -512 -0.7%