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 %
CVA
2226
Central Valley Advisors
California
$13.9M -$177K -758 -1%
VCWA
2227
Vanguard Capital Wealth Advisors
Colorado
$13.9M -$172K -738 -1%
SWM
2228
Sculati Wealth Management
Michigan
$13.9M -$267K -1,147 -2%
WAM
2229
WNY Asset Management
New York
$13.9M -$443K -1,902 -3%
CLA
2230
Carnegie Lake Advisors
New Jersey
$13.9M +$13.9M +59,625 New
CWM
2231
Concentric Wealth Management
California
$13.9M +$1.16M +4,968 +9%
CCM
2232
Carderock Capital Management
Maryland
$13.9M +$158K +680 +1%
TPWA
2233
Twin Peaks Wealth Advisors
California
$13.9M -$440K -1,888 -3%
STAS
2234
Strong Tower Advisory Services
Minnesota
$13.9M -$55.9K -240 -0.4%
MFC
2235
Mechanics Financial Corp
Ohio
$13.8M -$1.16M -4,984 -8%
SIC
2236
SJS Investment Consulting
Ohio
$13.8M +$247K +1,061 +2%
TCM
2237
Towercrest Capital Management
Pennsylvania
$13.8M -$934K -4,009 -6%
3IP
2238
3Chopt Investment Partners
Virginia
$13.8M -$336K -1,443 -2%
JWM
2239
Jupiter Wealth Management
Colorado
$13.8M +$94.1K +404 +0.7%
AWA
2240
Amplius Wealth Advisors
Pennsylvania
$13.8M +$89.7K +385 +0.7%
NCM
2241
Northside Capital Management
Oregon
$13.8M -$89.5K -384 -0.6%
PIMJS
2242
PKO Investment Management Joint-Stock
Poland
$13.7M -$1.4M -6,000 -9%
BKA
2243
Brick & Kyle Associates
Pennsylvania
$13.7M -$283K -1,283 -2%
MWA
2244
Midland Wealth Advisors
Illinois
$13.7M -$839K -3,601 -6%
IWA
2245
Inspirion Wealth Advisors
Illinois
$13.7M -$33.8K -145 -0.2%
BCM
2246
Buckhead Capital Management
Georgia
$13.7M -$453K -1,943 -3%
KIM
2247
Kestra Investment Management
Texas
$13.7M +$882K +3,784 +7%
MC
2248
Mathes Company
New York
$13.7M -$1.31M -5,618 -9%
OSNBOA
2249
Old Second National Bank of Aurora
Illinois
$13.7M +$311K +1,336 +2%
EBA
2250
Eagle Bay Advisors
New York
$13.7M -$108K -463 -0.8%