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 %
DBIA
2026
Dumont & Blake Investment Advisors
New Jersey
$16.5M -$16.6M -71,337 -50%
RWM
2027
Revisor Wealth Management
Ohio
$16.4M -$877K -3,766 -5%
SC
2028
Solstein Capital
California
$16.4M
WFG
2029
Wills Financial Group
Virginia
$16.4M +$6.76K +29 +0%
GEA
2030
Glen Eagle Advisors
New Jersey
$16.4M -$176K -756 -1%
AFAS
2031
Acorn Financial Advisory Services
Virginia
$16.4M -$7.14M -30,660 -30%
HVP
2032
Hudson Value Partners
Florida
$16.4M +$701K +3,007 +4%
NL
2033
NVWM LLC
Pennsylvania
$16.4M +$1.6M +6,852 +11%
HI
2034
Hoey Investments
Pennsylvania
$16.4M
FNBOMD
2035
First National Bank of Mount Dora
Florida
$16.4M -$461K -1,979 -3%
KMWM
2036
Keudell/Morrison Wealth Management
Oregon
$16.4M +$635K +2,725 +4%
HT
2037
Headlands Technologies
Illinois
$16.4M -$68.1M -292,216 -81%
FSC
2038
Full Sail Capital
Oklahoma
$16.4M -$5.9M -25,329 -27%
SFS
2039
Summit Financial Strategies
Ohio
$16.4M -$127K -545 -0.8%
AJ
2040
Ashburton (Jersey)
Jersey
$16.4M -$186K -823 -1%
TCOO
2041
Trust Company of Oklahoma
Oklahoma
$16.4M -$6.06K -26 -0%
TCPG
2042
Trivant Custom Portfolio Group
California
$16.3M -$153K -657 -0.9%
CWM
2043
Centric Wealth Management
Illinois
$16.3M +$298K +1,339 +2%
AAP
2044
Arax Advisory Partners
Colorado
$16.3M +$217K +932 +1%
SIC
2045
Sterling Investment Counsel
New York
$16.3M +$598K +2,565 +4%
DAM
2046
Doheny Asset Management
California
$16.3M +$1.17K +5 +0%
HWAM
2047
Hennion & Walsh Asset Management
New Jersey
$16.2M -$500K -2,149 -3%
FGA
2048
Fortis Group Advisors
New Jersey
$16.2M +$312K +1,339 +2%
FHC
2049
First Heartland Consultants
Missouri
$16.2M -$1.02M -4,389 -6%
FA
2050
Fermata Advisors
California
$16.2M +$326K +1,400 +2%