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 %
BWM
2301
Bulltick Wealth Management
Florida
$13.2M -$1.45M -6,231 -10%
Alkeon Capital Management
2302
Alkeon Capital Management
New York
$13.2M
DA
2303
Dover Advisors
Virginia
$13.2M -$314K -1,347 -2%
PI
2304
Parkside Investments
Illinois
$13.2M +$552K +2,371 +4%
NL
2305
NKCFO LLC
Illinois
$13.2M +$210K +900 +2%
LAIC
2306
Lederer & Associates Investment Counsel
California
$13.1M -$123K -528 -0.9%
TRIA
2307
Trail Ridge Investment Advisors
Colorado
$13.1M -$61.4K -266 -0.5%
AFM
2308
Abbot Financial Management
Massachusetts
$13.1M -$42.6K -183 -0.3%
MC
2309
Miramar Capital
Illinois
$13.1M -$1.22M -5,254 -9%
MFGM
2310
Marshall Financial Group (Maryland)
Maryland
$13.1M +$885K +3,797 +7%
WFAG
2311
Wescott Financial Advisory Group
Pennsylvania
$13.1M -$90.4K -388 -0.7%
ME
2312
McIlrath & Eck
Washington
$13.1M +$219K +940 +2%
RWA
2313
Redhawk Wealth Advisors
Minnesota
$13.1M -$239K -1,027 -2%
CIM
2314
Chiron Investment Management
New York
$13.1M -$167K -718 -1%
PWA
2315
Provenance Wealth Advisors
Florida
$13.1M +$652K +2,798 +5%
AC
2316
Asio Capital
Kentucky
$13.1M -$57.3K -246 -0.4%
RCA
2317
Roberts Capital Advisors
Colorado
$13M
CIAS
2318
CFS Investment Advisory Services
New Jersey
$13M +$13M +55,952 New
TWM
2319
TLW Wealth Management
Florida
$13M -$16.1K -69 -0.1%
WCM
2320
WealthBridge Capital Management
Ohio
$13M -$73.9K -317 -0.6%
WDC
2321
Woodward Diversified Capital
California
$13M -$259K -1,110 -2%
FSA
2322
Financial Security Advisor
Virginia
$13M +$189K +810 +1%
CSB
2323
City State Bank
Iowa
$12.9M -$251K -1,078 -2%
HFA
2324
High Falls Advisors
New York
$12.9M +$174K +746 +1%
SWM
2325
Sugarloaf Wealth Management
Georgia
$12.9M +$61K +262 +0.5%