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 %
OCM
2451
Orion Capital Management
California
$11.6M -$411K -1,766 -3%
TIA
2452
Trust Investment Advisors
Indiana
$11.6M -$1.05M -4,513 -8%
MA
2453
Modus Advisors
Minnesota
$11.6M -$58.9K -253 -0.5%
CSA
2454
Cottage Street Advisors
Massachusetts
$11.6M -$108K -465 -0.9%
WLPWM
2455
Walled Lake Planning & Wealth Management
Illinois
$11.6M -$27.3K -117 -0.2%
PWM
2456
Purus Wealth Management
California
$11.5M -$213K -914 -2%
LGA
2457
Lebenthal Global Advisors
New York
$11.5M +$49.6K +213 +0.4%
CWM
2458
Chesapeake Wealth Management
Virginia
$11.5M -$162K -695 -1%
NIA
2459
NIA Impact Advisors
California
$11.5M -$175K -750 -1%
WW
2460
Waterfront Wealth
Kansas
$11.5M +$283K +1,214 +3%
KIG
2461
Kowal Investment Group
Wisconsin
$11.5M +$434K +1,862 +4%
CIM
2462
CIM Investment Management
Pennsylvania
$11.5M -$475K -2,037 -4%
YWM
2463
Yoder Wealth Management
California
$11.5M -$1.1M -4,735 -9%
HCM
2464
Highview Capital Management
Illinois
$11.4M +$349K +1,498 +3%
SF
2465
Slagle Financial
Illinois
$11.4M +$666K +2,859 +6%
PVM
2466
Palogic Value Management
Texas
$11.4M -$271K -1,164 -2%
BLC
2467
Brown, Lisle/Cummings
Rhode Island
$11.4M -$569K -2,440 -5%
TWM
2468
Thrive Wealth Management
Pennsylvania
$11.4M -$154K -661 -1%
SPC
2469
Stony Point Capital
New York
$11.4M +$306K +1,312 +3%
GWAG
2470
Garrett Wealth Advisory Group
Texas
$11.4M +$2.3M +9,875 +25%
SFS
2471
Searcy Financial Services
Kansas
$11.4M -$140K -602 -1%
LFA
2472
Laraway Financial Advisors
Minnesota
$11.4M -$123K -526 -1%
CPSC
2473
Carl P. Sherr & Co
Massachusetts
$11.4M -$233K -1,000 -2%
MIM
2474
MTM Investment Management
South Carolina
$11.4M -$559K -2,465 -5%
SCP
2475
Sandhill Capital Partners
New York
$11.3M +$613K +2,629 +6%