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
2401
BigSur Wealth Management
Florida
$12.1M +$5.59K +24 +0%
CA
2402
Calton & Associates
Florida
$12.1M +$2.75M +11,794 +29%
BCMLT
2403
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.1M +$749K +3,215 +7%
Walleye Capital
2404
Walleye Capital
New York
$12.1M -$53.5M -229,448 -82%
DWM
2405
Darwin Wealth Management
Florida
$12.1M +$12.1M +51,943 New
CPW
2406
Cove Private Wealth
New York
$12.1M -$27.3K -117 -0.2%
BZWA
2407
Blue Zone Wealth Advisors
California
$12.1M +$302K +1,298 +3%
MSFP
2408
Mark Sheptoff Financial Planning
Connecticut
$12.1M -$84.8K -364 -0.7%
EFG
2409
Ethos Financial Group
Pennsylvania
$12.1M -$52.4K -225 -0.4%
PW
2410
Peninsula Wealth
California
$12.1M +$177K +765 +1%
KCFA
2411
Key Client Fiduciary Advisors
New Jersey
$12M +$97.4K +418 +0.8%
FIC
2412
FCG Investment Company
Tennessee
$12M +$595K +2,554 +5%
HIM
2413
Harbour Investment Management
Washington
$12M -$120K -515 -1%
CCA
2414
Childress Capital Advisors
Texas
$12M +$72K +309 +0.6%
GGI
2415
GPM Growth Investors
Michigan
$12M -$352K -1,511 -3%
NCM
2416
Northwest Capital Management
Oregon
$12M -$2.13M -9,158 -15%
SPWG
2417
Syntegra Private Wealth Group
Missouri
$12M -$55.2K -237 -0.5%
CFO
2418
CVA Family Office
Colorado
$12M -$62.4K -268 -0.5%
6F
2419
626 Financial
Michigan
$11.9M -$298K -1,279 -2%
CPP
2420
Capasso Planning Partners
South Carolina
$11.9M -$376K -1,614 -3%
BCM
2421
Bienville Capital Management
New York
$11.9M -$1.46M -6,272 -11%
MAM
2422
McLean Asset Management
Virginia
$11.9M +$7.26K +32 +0.1%
OL
2423
Owen LaRue
Kentucky
$11.9M -$687K -2,950 -5%
IIC
2424
Integrated Investment Consultants
Michigan
$11.9M +$11.6M +1,693,144 +3,892%
HBT
2425
Heartland Bank & Trust
Illinois
$11.9M +$50.8K +218 +0.4%