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 %
BIMC
2351
Benson Investment Management Company
Virginia
$12.6M -$30.1K -129 -0.2%
XWM
2352
Xcel Wealth Management
Florida
$12.6M +$88.8K +381 +0.7%
SFG
2353
Seamount Financial Group
Colorado
$12.6M -$263K -1,128 -2%
NC
2354
NovaPoint Capital
Georgia
$12.6M -$181K -776 -1%
TFGT
2355
TS Financial Group (TSFG)
Illinois
$12.6M +$100K +431 +0.8%
WPC
2356
White Pine Capital
Minnesota
$12.5M +$61.7K +265 +0.5%
SFG
2357
Sovereign Financial Group
Connecticut
$12.5M -$108K -464 -0.9%
ECML
2358
Eagle Capital Management (Louisiana)
Louisiana
$12.5M -$17.7K -76 -0.1%
SWM
2359
Scissortail Wealth Management
Oklahoma
$12.5M -$1.52B -53,055 -99%
SFG
2360
Sterling Financial Group
California
$12.5M -$14K -60 -0.1%
CCIA
2361
Cherry Creek Investment Advisors
Colorado
$12.5M -$107K -459 -0.8%
NMG
2362
New Millennium Group
Utah
$12.5M +$385K +1,653 +3%
DIP
2363
DT Investment Partners
Pennsylvania
$12.5M +$564K +2,420 +5%
SCA
2364
Sandy Cove Advisors
Massachusetts
$12.5M -$349K -1,496 -3%
FA
2365
Fountainhead AM
New Jersey
$12.5M +$385K +1,653 +3%
CA
2366
CV Advisors
Florida
$12.5M +$169K +727 +1%
PGWM
2367
Parisi Gray Wealth Management
New Jersey
$12.5M -$11K -47 -0.1%
MIM
2368
Montgomery Investment Management
Maryland
$12.5M -$8.62K -37 -0.1%
KIG
2369
Kessler Investment Group
Indiana
$12.5M +$167K +718 +1%
BTWM
2370
Brass Tax Wealth Management
Ohio
$12.4M +$2.43M +10,415 +24%
PC
2371
Port Capital
Illinois
$12.4M -$702K -3,013 -5%
SSWM
2372
Sheets Smith Wealth Management
North Carolina
$12.4M -$2.72M -11,688 -18%
ILI
2373
Invesco LLC (Illinois)
Illinois
$12.4M -$66.6K -286 -0.5%
PA
2374
Planning Alternatives
Michigan
$12.4M +$7.92K +34 +0.1%
FIM
2375
Freedom Investment Management
Connecticut
$12.4M -$2.71M -11,635 -18%