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 %
NEWAS
2076
N.E.W. Advisory Services
Wisconsin
$15.8M -$665K -2,852 -4%
UAG
2077
United Advisor Group
Ohio
$15.8M +$3.89M +16,684 +33%
PCA
2078
Providence Capital Advisors
North Carolina
$15.8M +$179K +770 +1%
DWP
2079
Destiny Wealth Partners
Florida
$15.7M -$2.37M -10,160 -13%
KCM
2080
KRS Capital Management
Michigan
$15.7M -$67.6K -290 -0.4%
BWIA
2081
Bryant Woods Investment Advisors
New York
$15.7M +$367K +1,576 +2%
FNC
2082
First National Corp
Massachusetts
$15.7M +$37K +159 +0.2%
TFIPS
2083
Towarzystwo Funduszy Inwestycyjnych PZU SA
$15.7M +$5.97M +25,606 +61%
LWM
2084
LJI Wealth Management
Indiana
$15.7M +$35.6K +153 +0.2%
GCM
2085
Gibraltar Capital Management
Oklahoma
$15.6M +$474K +2,036 +3%
HCA
2086
Harbour Capital Advisors
Virginia
$15.6M +$2.53K +11 +0%
WPWM
2087
Western Pacific Wealth Management
Illinois
$15.6M +$1.31M +5,604 +9%
IB
2088
Iyo Bank
Japan
$15.5M
TWM
2089
TCFG Wealth Management
California
$15.5M +$15.5M +66,608 New
TCWA
2090
Turtle Creek Wealth Advisors
Texas
$15.5M +$678K +2,909 +5%
MCM
2091
Morton Capital Management
California
$15.5M +$634K +2,719 +4%
LWM
2092
LongView Wealth Management
Georgia
$15.5M -$88.3K -379 -0.6%
CAMV
2093
Concord Asset Management (Virginia)
Virginia
$15.5M +$1.41M +6,071 +10%
SIM
2094
Sentry Investment Management
Wisconsin
$15.4M +$359K +1,541 +2%
HI
2095
Harrington Investments
California
$15.4M -$444K -1,904 -3%
CIG
2096
Consolidated Investment Group
Colorado
$15.4M
NFA
2097
Northwest Financial Advisors
Virginia
$15.4M +$130K +558 +0.9%
BHBT
2098
Burke & Herbert Bank & Trust
Virginia
$15.4M -$354K -1,519 -2%
CPA
2099
Capital Performance Advisors
California
$15.4M +$614K +2,636 +4%
GA
2100
Geller Advisors
New York
$15.4M +$634K +2,723 +4%