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 %
AF
2426
Affiance Financial
Minnesota
$11.9M -$65.9K -283 -0.6%
FHWM
2427
Fox Hill Wealth Management
Massachusetts
$11.9M +$2.54M +10,914 +27%
TC
2428
Tsai Capital
New York
$11.9M -$5.5M -23,589 -32%
MIM
2429
Merrion Investment Management
New Jersey
$11.8M -$600K -2,575 -5%
EA
2430
Enclave Advisors
Texas
$11.8M +$11.8M +50,777 New
MAM
2431
Mystic Asset Management
Rhode Island
$11.8M +$238K +1,023 +2%
WCA
2432
Waypoint Capital Advisors
Minnesota
$11.8M +$122K +525 +1%
FCT
2433
Family Capital Trust
Massachusetts
$11.8M -$37.3K -160 -0.3%
NME
2434
Notis-McConarty Edward
$11.8M -$3.24M -13,893 -22%
PAM
2435
Peninsula Asset Management
Florida
$11.8M -$312K -1,340 -3%
LL
2436
LWMG LLC
Minnesota
$11.8M +$39.8K +171 +0.3%
VBCG
2437
Valley Brook Capital Group
Pennsylvania
$11.8M +$26.3K +113 +0.2%
CAWM
2438
Capital Advisors Wealth Management
Washington
$11.8M -$252K -1,083 -2%
SCM
2439
Sitrin Capital Management
California
$11.8M +$2.78M +11,936 +31%
ERIM
2440
Eagle Ridge Investment Management
Connecticut
$11.8M +$65K +279 +0.6%
RAM
2441
Riggs Asset Management
Pennsylvania
$11.8M +$406K +1,741 +4%
FC
2442
Financial Council
Maryland
$11.8M -$5.36K -23 -0%
RW
2443
Rede Wealth
Virginia
$11.7M +$227K +973 +2%
FA
2444
Faithward Advisors
Pennsylvania
$11.7M -$294K -1,260 -2%
PR
2445
Payden & Rygel
California
$11.7M -$11.1M -47,800 -49%
CBT
2446
CoreFirst Bank & Trust
Kansas
$11.7M -$298K -1,277 -2%
WJA
2447
Willis Johnson & Associates
Texas
$11.7M +$4.38M +18,807 +60%
OCM
2448
Orleans Capital Management
Louisiana
$11.6M -$968K -4,154 -8%
SWM
2449
Silverlake Wealth Management
Vermont
$11.6M -$910K -3,904 -7%
SJIM
2450
St. Johns Investment Management
Florida
$11.6M -$1.89M -8,103 -14%