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 %
MPIM
2151
McGinn Penninger Investment Management
Virginia
$14.6M -$123K -530 -0.8%
FMN
2152
Financial Management Network
California
$14.6M +$449K +1,978 +3%
DIM
2153
Delta Investment Management
California
$14.6M -$74.8K -321 -0.5%
NG
2154
NWK Group
California
$14.6M +$301K +1,291 +2%
BWG
2155
Balanced Wealth Group
Ohio
$14.6M -$8.16K -35 -0.1%
AF
2156
Aviso Financial
Ontario, Canada
$14.6M +$1.07M +4,601 +8%
PP
2157
Pacifica Partners
Canada
$14.6M -$178K -764 -1%
BW
2158
BIP Wealth
Georgia
$14.6M +$1.77M +7,603 +14%
RFP
2159
Root Financial Partners
California
$14.6M +$2.11M +9,059 +17%
PWG
2160
Portside Wealth Group
Utah
$14.6M +$6.63M +28,460 +84%
AF
2161
Apollon Financial
South Carolina
$14.6M +$187K +802 +1%
APG
2162
Abacus Planning Group
South Carolina
$14.6M +$645K +2,769 +5%
LIA
2163
LBMC Investment Advisors
Tennessee
$14.6M -$130K -556 -0.9%
NCGI
2164
Next Century Growth Investors
Minnesota
$14.5M -$1.25M -5,362 -8%
GWMIA
2165
Global Wealth Management Investment Advisory
Florida
$14.5M +$233 +1 +0%
BBWA
2166
Bell & Brown Wealth Advisors
California
$14.5M +$92K +395 +0.6%
SAM
2167
Strategy Asset Managers
California
$14.5M +$120K +513 +0.8%
SL
2168
Salomon & Ludwin
Virginia
$14.5M -$289K -1,242 -2%
BO
2169
Bank OZK
Arkansas
$14.5M -$358K -1,538 -2%
BIP
2170
Blueprint Investment Partners
North Carolina
$14.5M +$45.7K +196 +0.3%
GWM
2171
Graybill Wealth Management
Illinois
$14.5M +$28K +120 +0.2%
BRCM
2172
Bright Rock Capital Management
Massachusetts
$14.4M
MTWM
2173
Masso Torrence Wealth Management
New Jersey
$14.4M -$371K -1,594 -3%
CIA
2174
Cladis Investment Advisory
Montana
$14.4M -$862K -3,700 -6%
PFWA
2175
Paces Ferry Wealth Advisors
Georgia
$14.4M -$2.34M -10,056 -14%