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 %
GCM
2001
Gladius Capital Management
Illinois
$16.8M +$6.28M +26,974 +60%
LCAM
2002
London & Capital Asset Management
United Kingdom
$16.8M +$1.62M +6,945 +11%
BCM
2003
Birch Capital Management
Texas
$16.8M +$466 +2 +0%
RC
2004
RBO & Co
California
$16.7M -$288K -1,238 -2%
IP
2005
Ignite Planners
California
$16.7M -$2.22M -9,524 -12%
GFPC
2006
Global Financial Private Client
Florida
$16.7M +$236K +1,013 +1%
OWA
2007
ORBA Wealth Advisors
Illinois
$16.7M -$166K -713 -1%
CBB
2008
Citizens Business Bank
California
$16.7M -$285K -1,222 -2%
GMA
2009
Glassy Mountain Advisors
Maryland
$16.7M -$1.25M -5,357 -7%
EBT
2010
Enterprise Bank & Trust
Massachusetts
$16.7M +$4.89K +21 +0%
LCM
2011
Lattice Capital Management
Washington
$16.6M
BDA
2012
Borer Denton & Associates
Pennsylvania
$16.6M -$39.6K -170 -0.2%
FDS
2013
First Dallas Securities
Texas
$16.6M +$13.5K +58 +0.1%
BRG
2014
Bay Rivers Group
Virginia
$16.6M -$86.9K -373 -0.5%
CAM
2015
Centre Asset Management
New York
$16.6M -$14.5M -62,334 -47%
TAS
2016
TIFF Advisory Services
Pennsylvania
$16.6M +$1.02M +4,398 +7%
DIM
2017
DLK Investment Management
California
$16.6M -$95.8K -411 -0.6%
KWM
2018
Koa Wealth Management
California
$16.5M -$774K -3,322 -4%
SC
2019
Settian Capital
New York
$16.5M
SIP
2020
Stoneridge Investment Partners
Pennsylvania
$16.5M -$2.57M -11,047 -13%
HC
2021
Hendley & Co
Ohio
$16.5M -$3.98M -17,076 -19%
BSB
2022
Bangor Savings Bank
Maine
$16.5M -$384K -1,650 -2%
GU
2023
Georgetown University
District of Columbia
$16.5M +$18.2K +78 +0.1%
SDAM
2024
Shulman DeMeo Asset Management
New York
$16.5M +$20.7K +88 +0.1%
AIP
2025
Alapocas Investment Partners
Massachusetts
$16.5M -$232K -996 -1%