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 %
AT
1926
American Trust
Kentucky
$18M +$1.19M +5,118 +7%
AWCI
1927
Alpine Woods Capital Investors
New York
$18M -$618K -2,755 -3%
KCM
1928
Kathmere Capital Management
Pennsylvania
$18M +$1.55M +6,632 +9%
BFPW
1929
BOK Financial Private Wealth
Colorado
$18M -$222K -952 -1%
SOS
1930
Silver Oak Securities
Tennessee
$18M +$3.42M +15,136 +24%
FCA
1931
Fortis Capital Advisors
Kansas
$18M +$707K +3,033 +4%
AC
1932
Apella Capital
Connecticut
$17.9M +$285K +1,255 +2%
BAM
1933
Bell Asset Management
Australia
$17.9M -$29.1M -124,835 -62%
LG
1934
Leuthold Group
Minnesota
$17.9M -$3.89M -16,715 -18%
RFG
1935
RFP Financial Group
Georgia
$17.9M -$1.51M -6,504 -8%
IPAM
1936
ICICI Prudential Asset Management
India
$17.9M +$2.71M +11,628 +18%
LD
1937
Lipe & Dalton
New York
$17.9M -$266K -1,141 -1%
TPCM
1938
Two Point Capital Management
New York
$17.9M +$118K +505 +0.7%
APW
1939
Austin Private Wealth
Texas
$17.8M +$87.4K +375 +0.5%
FFS
1940
Founders Financial Securities
Maryland
$17.8M -$3.37M -14,455 -16%
IFS
1941
Ifrah Financial Services
Arkansas
$17.8M -$46.1K -198 -0.3%
HI
1942
Humankind Investments
New York
$17.8M -$441K -1,894 -2%
AOWM
1943
Alpha Omega Wealth Management
Virginia
$17.8M -$534K -2,291 -3%
SGA
1944
Strategic Global Advisors
California
$17.7M -$455K -1,951 -2%
CA
1945
Crane Advisory
California
$17.7M +$13.9M +61,738 +369%
BIC
1946
Beach Investment Counsel
Pennsylvania
$17.7M -$227K -975 -1%
CT
1947
Clearstead Trust
Maine
$17.7M +$81.3K +349 +0.5%
FNWM
1948
Financial Network Wealth Management
Utah
$17.7M -$105K -450 -0.6%
AB
1949
Atlas Brown
Kentucky
$17.6M -$14K -60 -0.1%
RIA
1950
Realta Investment Advisors
Delaware
$17.6M -$16.9M -73,030 -49%