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 %
UBG
2576
United Bank (Georgia)
Georgia
$7.6M +$157K +916 +2%
TLP
2577
Trinity Legacy Partners
Texas
$7.59M -$674K -3,933 -8%
CA
2578
Centerpoint Advisors
Massachusetts
$7.59M -$57.6K -336 -0.8%
JE
2579
JMAC Enterprises
Pennsylvania
$7.59M -$254K -1,480 -3%
HCCM
2580
Hudson Canyon Capital Management
New York
$7.58M +$169K +983 +2%
PWM
2581
Palumbo Wealth Management
New York
$7.58M -$62.8K -366 -0.8%
NCGI
2582
Next Century Growth Investors
Minnesota
$7.57M -$3.26M -19,031 -30%
DMC
2583
Drexel Morgan & Co
Pennsylvania
$7.56M +$25.7K +150 +0.3%
FFA
2584
Fi3 Financial Advisors
Indiana
$7.56M +$660K +3,601 +10%
BBI
2585
Baxter Bros Inc
Connecticut
$7.56M -$2.01M -11,724 -21%
PWA
2586
Providence Wealth Advisors
Illinois
$7.55M +$7.22M +42,737 +2,231%
TP
2587
Tranquility Partners
Tennessee
$7.55M +$615K +3,589 +9%
AMG
2588
Advisors Management Group
Wisconsin
$7.54M +$294K +1,717 +4%
GAM
2589
Gemmer Asset Management
California
$7.54M +$148K +863 +2%
SWIM
2590
Smallwood Wealth Investment Management
New Jersey
$7.53M +$212K +1,239 +3%
PD
2591
Planning Directions
Pennsylvania
$7.53M -$23K -134 -0.3%
AIA
2592
Alera Investment Advisors
Illinois
$7.53M -$1.48M -8,632 -16%
PHIC
2593
Pine Haven Investment Counsel
Massachusetts
$7.53M -$88K -513 -1%
BFG
2594
Beacon Financial Group
Texas
$7.52M -$401K -2,336 -5%
ZDA
2595
Zweig-DiMenna Associates
New York
$7.52M -$179K -1,042 -2%
SCM
2596
Spreng Capital Management
Ohio
$7.52M +$358K +2,090 +5%
NGM
2597
North Growth Management
British Columbia, Canada
$7.52M
BWAM
2598
Boyd Watterson Asset Management
Ohio
$7.51M -$36K -210 -0.5%
BEAM
2599
Baker Ellis Asset Management
Washington
$7.5M -$351K -2,044 -4%
TWM
2600
Thrive Wealth Management
Pennsylvania
$7.49M +$96.5K +563 +1%