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 %
CICC
1976
Capital Investment Counsel (Colorado)
Colorado
$17.1M +$285K +1,224 +2%
FCA
1977
FLC Capital Advisors
California
$17.1M
CFO
1978
Callan Family Office
Pennsylvania
$17.1M +$5.98M +25,653 +54%
SFA
1979
Souders Financial Advisors
Ohio
$17.1M -$819K -3,516 -5%
FI
1980
Financial Insights
Washington
$17.1M -$7.21M -30,939 -30%
JF
1981
JSF Financial
California
$17.1M -$171K -734 -1%
CWM
1982
Centurion Wealth Management
Virginia
$17.1M +$17.1M +73,182 New
SFCL
1983
Strengthening Families & Communities LLC
Massachusetts
$17M +$248K +1,065 +1%
QWP
1984
Quotient Wealth Partners
Texas
$17M -$161K -690 -0.9%
KA
1985
Kercheville Advisors
Texas
$17M -$19.6K -84 -0.1%
KIG
1986
Kennedy Investment Group
New Jersey
$17M -$233K -999 -1%
RGC
1987
Roberts, Glore & Co
Illinois
$17M -$301K -1,293 -2%
BB
1988
Burford Brothers
Texas
$17M +$75K +322 +0.4%
HCC
1989
Hirtle Callaghan & Co
Pennsylvania
$17M +$358K +1,535 +2%
DWMS
1990
Dominguez Wealth Management Solutions
Virginia
$17M -$7.46K -32 -0%
KNW
1991
Kesler Norman & Wride
Utah
$17M -$1.92M -8,232 -10%
SM
1992
Sweeney & Michel
California
$17M -$29.4K -125 -0.2%
MIM
1993
Moseley Investment Management
Florida
$17M -$498K -2,136 -3%
CWA
1994
Consilium Wealth Advisory
Texas
$16.9M +$171K +735 +1%
IDA
1995
Intelligence Driven Advisers
California
$16.9M +$404K +1,734 +2%
BWP
1996
Balboa Wealth Partners
Arizona
$16.9M -$972K -4,171 -5%
CRIG
1997
Charter Research & Investment Group
Connecticut
$16.9M -$426K -1,828 -2%
ATC
1998
Adirondack Trust Company
New York
$16.9M -$88.5K -380 -0.5%
SP
1999
Stablepoint Partners
Massachusetts
$16.9M -$189K -812 -1%
MAWA
2000
Moss Adams Wealth Advisors
Washington
$16.9M +$1.14M +4,908 +7%