4,973 hedge funds and large institutions have $1.6T invested in Apple in 2024 Q1 according to their latest regulatory filings, with 211 funds opening new positions, 1,945 increasing their positions, 2,551 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,973
Holders Change
+43
Holders Change %
+0.87%
% of All Funds
72.08%
Holding in Top 10
2,634
Holding in Top 10 Change
-271
Holding in Top 10 Change %
-9.33%
% of All Funds
38.18%
New
211
Increased
1,945
Reduced
2,551
Closed
93
Calls
$40.6B
Puts
$37.7B
Net Calls
+$2.96B
Net Calls Change
+$2.19B
Name Holding Trade Value Shares
Change
Shares
Change %
CC
2501
Cypress Capital
Tennessee
$8.15M +$613K +3,573 +8%
SPWG
2502
Syntegra Private Wealth Group
Missouri
$8.11M +$247K +1,438 +3%
PFA
2503
Pettinga Financial Advisors
Indiana
$8.08M -$156K -910 -2%
NSB
2504
Norway Savings Bank
Maine
$8.08M +$140K +815 +2%
SOAMC
2505
Spirit of America Management Corp
New York
$8.06M -$300K -1,750 -4%
GCS
2506
Gordian Capital (Singapore)
Singapore
$8.05M +$2.31M +13,470 +40%
GCIM
2507
Gunn & Company Investment Management
Florida
$8.05M -$85.1M -496,342 -91%
D
2508
Diversified
Delaware
$8.04M -$70.5K -411 -0.9%
KIG
2509
Kowal Investment Group
Wisconsin
$8.03M +$108K +630 +1%
HBT
2510
Heartland Bank & Trust
Illinois
$8.01M -$550K -3,210 -6%
EWA
2511
Encompass Wealth Advisors
Oregon
$8M +$1.66M +9,655 +26%
WWM
2512
WT Wealth Management
Arizona
$7.98M +$1.37M +7,971 +21%
SIG
2513
Spinnaker Investment Group
California
$7.98M -$1.14M -6,627 -12%
VIP
2514
Vista Investment Partners
Oklahoma
$7.97M -$1.17M -6,845 -13%
HWA
2515
HHM Wealth Advisors
Tennessee
$7.97M +$7.03K +41 +0.1%
RFWA
2516
RPg Family Wealth Advisory
Massachusetts
$7.97M -$61.4K -358 -0.8%
PF
2517
Prosperitas Financial
California
$7.96M -$949K -5,535 -11%
LA
2518
Lynch & Associates
Indiana
$7.96M -$226K -1,317 -3%
BCMLT
2519
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.95M +$242K +1,409 +3%
CIA
2520
Cohen Investment Advisors
New Hampshire
$7.95M +$163K +951 +2%
CP
2521
CenterBook Partners
Connecticut
$7.94M +$7.94M +46,284 New
GCA
2522
Genesee Capital Advisors
New York
$7.94M -$108K -631 -1%
WCM
2523
Wisconsin Capital Management
Wisconsin
$7.94M -$722K -4,213 -8%
EFMC
2524
Empire Financial Management Company
New York
$7.92M +$1.02M +5,942 +15%
WMA
2525
West Michigan Advisors
Michigan
$7.91M +$208K +1,215 +3%