5,074 hedge funds and large institutions have $1.97T invested in Apple in 2024 Q2 according to their latest regulatory filings, with 264 funds opening new positions, 2,214 increasing their positions, 2,322 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,074
Holders Change
+101
Holders Change %
+2.03%
% of All Funds
73.79%
Holding in Top 10
2,986
Holding in Top 10 Change
+352
Holding in Top 10 Change %
+13.36%
% of All Funds
43.43%
New
264
Increased
2,214
Reduced
2,322
Closed
93
Calls
$57.3B
Puts
$51.2B
Net Calls
+$6.07B
Net Calls Change
+$3.11B
Name Holding Trade Value Shares
Change
Shares
Change %
NC
2426
NovaPoint Capital
Georgia
$11.5M -$20.4K -97 -0.2%
CWM
2427
Concentric Wealth Management
California
$11.5M -$4.63K -22 -0%
JSL
2428
JT Stratford LLC
Georgia
$11.5M +$1.02M +4,822 +10%
GMFG
2429
Greater Midwest Financial Group
Minnesota
$11.5M +$552K +2,488 +5%
BE
2430
Bonness Enterprises
District of Columbia
$11.5M
MA
2431
Menlo Advisors
California
$11.5M
BIMC
2432
Benson Investment Management Company
Virginia
$11.5M -$52K -247 -0.5%
TIA
2433
Trust Investment Advisors
Indiana
$11.4M +$276K +1,309 +2%
SFG
2434
Sovereign Financial Group
Connecticut
$11.4M -$23.4K -111 -0.2%
ZIMP
2435
Zimmermann Investment Management & Planning
Pennsylvania
$11.4M -$132K -626 -1%
PI
2436
Parkside Investments
Illinois
$11.4M -$115K -545 -1%
CCIA
2437
Cherry Creek Investment Advisors
Colorado
$11.4M -$268K -1,274 -2%
OCM
2438
Orleans Capital Management
Louisiana
$11.4M -$109K -518 -0.9%
DAM
2439
Delta Asset Management
Tennessee
$11.4M -$473K -2,244 -4%
OL
2440
Owen LaRue
Kentucky
$11.4M +$229K +1,087 +2%
CNC
2441
Citizens & Northern Corp
Pennsylvania
$11.4M -$213K -1,013 -2%
YWM
2442
Yoder Wealth Management
California
$11.4M -$342K -1,626 -3%
ECML
2443
Eagle Capital Management (Louisiana)
Louisiana
$11.4M -$183K -871 -2%
SWM
2444
Silverlake Wealth Management
Vermont
$11.3M +$907K +4,307 +9%
SFG
2445
Sterling Financial Group
California
$11.3M -$559K -2,656 -5%
OPTFSNA
2446
Old Point Trust & Financial Services N A
Virginia
$11.3M -$969K -4,600 -8%
XWM
2447
Xcel Wealth Management
Florida
$11.3M -$4.84K -23 -0%
RW
2448
REDW Wealth
New Mexico
$11.3M -$632 -3 -0%
JFL
2449
Jarislowsky, Fraser Ltd
Quebec, Canada
$11.3M -$699K -3,321 -6%
WPC
2450
White Pine Capital
Minnesota
$11.3M +$126K +600 +1%