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 %
FIM
2326
Fernwood Investment Management
Massachusetts
$12.9M -$1.83M -7,872 -12%
NI
2327
Noked Israel
Israel
$12.9M -$1.11M -4,750 -8%
EAM
2328
Eukles Asset Management
Ohio
$12.9M -$14.7K -63 -0.1%
PPP
2329
Private Portfolio Partners
New Jersey
$12.9M +$12.9M +55,354 New
AWC
2330
Abundance Wealth Counselors
Pennsylvania
$12.9M +$35.2K +151 +0.3%
ACM
2331
Alpha Capital Management
Texas
$12.9M -$975K -4,185 -7%
EM
2332
Excalibur Management
Massachusetts
$12.9M -$442K -1,895 -3%
FCM
2333
Fourpath Capital Management
Oklahoma
$12.9M +$9.26M +39,744 +257%
AIM
2334
Alhambra Investment Management
Florida
$12.9M -$17.2K -74 -0.1%
FFA
2335
Fairfield Financial Advisors
Massachusetts
$12.8M -$535K -2,295 -4%
ST
2336
Somerset Trust
Pennsylvania
$12.8M -$134K -573 -1%
HWA
2337
HHM Wealth Advisors
Tennessee
$12.8M +$434K +1,863 +4%
FM
2338
Freemont Management
Switzerland
$12.8M -$17M -73,000 -57%
ZIMP
2339
Zimmermann Investment Management & Planning
Pennsylvania
$12.7M +$96.9K +416 +0.8%
IAS
2340
Investment Advisory Services
Texas
$12.7M -$768K -3,296 -6%
MA
2341
Menlo Advisors
California
$12.7M +$38.4K +165 +0.3%
HGERS
2342
Householder Group Estate & Retirement Specialist
Arizona
$12.7M -$516K -2,212 -4%
SRC
2343
Sage Rhino Capital
California
$12.7M -$146K -625 -1%
HWM
2344
Horizon Wealth Management
Illinois
$12.7M -$685K -2,941 -5%
PFS
2345
Prospect Financial Services
New York
$12.7M +$393K +1,685 +3%
NO
2346
Ninety One
South Africa
$12.7M -$27.4M -117,703 -68%
DCM
2347
DGS Capital Management
New Jersey
$12.7M +$497K +2,132 +4%
WMP
2348
Wealth Management Partners
Arizona
$12.7M -$388K -1,666 -3%
BCM
2349
Bourgeon Capital Management
Connecticut
$12.7M -$54.3K -233 -0.4%
BE
2350
Bonness Enterprises
District of Columbia
$12.7M