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 %
GSIAS
2251
Garden State Investment Advisory Services
New Jersey
$13.7M -$365K -1,566 -3%
FCT
2252
First Community Trust
Iowa
$13.7M -$181K -775 -1%
BEC
2253
Blue Edge Capital
Virginia
$13.6M +$11.2K +48 +0.1%
OBGC
2254
O'Brien Greene & Co
Pennsylvania
$13.6M -$886K -3,802 -6%
PFG
2255
Prosperity Financial Group
California
$13.6M -$216K -925 -2%
CW
2256
Channel Wealth
California
$13.6M -$1.68M -7,213 -11%
LI
2257
Lafayette Investments
Maryland
$13.6M -$13K -56 -0.1%
PGAM
2258
Princeton Global Asset Management
New Jersey
$13.6M +$526K +2,257 +4%
CCT
2259
Chemung Canal Trust
New York
$13.5M +$3.9M +16,746 +40%
FBFS
2260
First Business Financial Services
Wisconsin
$13.5M +$1.27M +5,458 +10%
TCCM
2261
Timber Creek Capital Management
Massachusetts
$13.5M -$17.7K -76 -0.1%
KLCM
2262
KG&L Capital Management
Louisiana
$13.5M +$520K +2,240 +4%
WCFA
2263
Walkner Condon Financial Advisors
Wisconsin
$13.5M +$173K +742 +1%
OWA
2264
Opal Wealth Advisors
New York
$13.5M +$6.09M +26,121 +82%
GCM
2265
Gables Capital Management
Florida
$13.5M -$1.12M -4,822 -8%
HBWM
2266
Hollow Brook Wealth Management
New York
$13.5M +$353K +1,515 +3%
IWS
2267
Insight Wealth Strategies
California
$13.5M -$197K -847 -1%
MCM
2268
Marathon Capital Management
Maryland
$13.5M -$237K -1,019 -2%
BAM
2269
Bellevue Asset Management
Washington
$13.5M -$21.4K -92 -0.2%
KIC
2270
Kensington Investment Counsel
California
$13.5M +$138K +591 +1%
VCM
2271
Vivaldi Capital Management
Illinois
$13.5M -$799K -3,430 -6%
LC
2272
Lincoln Capital
Nebraska
$13.5M -$77.1K -331 -0.6%
CCA
2273
Clearwater Capital Advisors
Illinois
$13.5M +$1.7M +7,297 +14%
VC
2274
Vicus Capital
Pennsylvania
$13.4M -$995K -4,269 -7%
CB
2275
CNB Bank
Pennsylvania
$13.4M -$287K -1,230 -2%