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 %
PWA
1951
Physician Wealth Advisors
Utah
$17.6M +$77.9K +333 +0.4%
DDPIC
1952
Deroy & Devereaux Private Investment Counsel
Michigan
$17.6M -$677K -2,907 -4%
WC
1953
Waterloo Capital
Texas
$17.5M +$211K +907 +1%
LI
1954
LRI Investments
Florida
$17.5M +$4.11M +18,003 +31%
WA
1955
WBH Advisory
Maryland
$17.5M +$313K +1,342 +2%
AIS
1956
American Investment Services
Massachusetts
$17.4M +$53.1K +228 +0.3%
KWS
1957
Keystone Wealth Services
California
$17.4M +$804K +3,449 +5%
MGCM
1958
Mane Global Capital Management
New York
$17.4M -$45.2M -193,811 -72%
SICM
1959
Sustainable Insight Capital Management
New York
$17.3M -$792K -3,400 -4%
SFS
1960
Strategic Financial Services
New York
$17.3M +$225K +966 +1%
MM
1961
Monolith Management
Hong Kong
$17.3M +$17.3M +74,250 New
WG
1962
Wealth Group
North Carolina
$17.3M +$157K +673 +0.9%
HAM
1963
Harmony Asset Management
Arizona
$17.3M +$268K +1,149 +2%
Verition Fund Management
1964
Verition Fund Management
Connecticut
$17.3M -$210M -903,072 -92%
BB
1965
Bell Bank
North Dakota
$17.2M +$2.35M +10,065 +16%
CPC
1966
Consolidated Planning Corp
Georgia
$17.2M +$445K +1,908 +3%
LWMM
1967
Legacy Wealth Management (Mississippi)
Mississippi
$17.2M +$1.22M +5,231 +8%
TCOTS
1968
Trust Company of the South
North Carolina
$17.2M -$10.3K -44 -0.1%
MCM
1969
McDonough Capital Management
Florida
$17.2M +$85.3K +366 +0.5%
MIS
1970
Morningstar Investment Services
Illinois
$17.2M +$4.36M +19,160 +34%
MAP
1971
Managed Asset Portfolios
Michigan
$17.2M -$1.9M -8,139 -10%
PFGIA
1972
Patriot Financial Group Insurance Agency
Massachusetts
$17.2M -$624K -2,680 -4%
NDSI
1973
Newman Dignan & Sheerar Inc
Rhode Island
$17.2M -$420K -1,800 -2%
LWP
1974
LMG Wealth Partners
Louisiana
$17.1M -$164K -705 -0.9%
BIM
1975
Baldwin Investment Management
Pennsylvania
$17.1M -$82K -352 -0.5%