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 %
PA
2601
Parkside Advisors
California
$7.48M -$160K -933 -2%
JPLA
2602
Joseph P. Lucia & Associates
New York
$7.48M +$79.9K +466 +1%
MFA
2603
Morling Financial Advisors
California
$7.48M -$124K -721 -2%
IIC
2604
Integrated Investment Consultants
Michigan
$7.46M -$82K -478 -1%
CCA
2605
Cadent Capital Advisors
Oklahoma
$7.45M +$1.52M +8,877 +26%
SAM
2606
Summit Asset Management
Tennessee
$7.45M +$107K +625 +1%
APWM
2607
Atlas Private Wealth Management
New York
$7.43M -$407K -2,376 -5%
OPW
2608
Oxler Private Wealth
New York
$7.42M +$282K +1,646 +4%
MIS
2609
Morningstar Investment Services
Illinois
$7.41M -$5.62M -32,425 -43%
AFG
2610
ABLE Financial Group
Arizona
$7.4M -$335K -1,951 -4%
RFA
2611
ROI Financial Advisors
Oregon
$7.4M -$568K -3,310 -7%
BHBT
2612
Burke & Herbert Bank & Trust
Virginia
$7.39M -$984K -5,738 -12%
WPIC
2613
White Pine Investment Company
Michigan
$7.38M -$441K -2,569 -6%
AIM
2614
Aurora Investment Managers
Florida
$7.38M -$288K -1,680 -4%
HL
2615
HeadInvest LLC
Maine
$7.38M -$1.21M -7,041 -14%
KBFS
2616
Kohmann Bosshard Financial Services
Ohio
$7.38M +$148K +862 +2%
SA
2617
Sage Advisors
Colorado
$7.37M -$1.99M -11,579 -21%
CIM
2618
Chapman Investment Management
California
$7.37M -$323K -1,884 -4%
FDS
2619
Freedom Day Solutions
Texas
$7.37M -$176K -1,026 -2%
CWA
2620
Clarus Wealth Advisors
Arizona
$7.37M -$219K -1,307 -3%
GB
2621
Goepper Burkhardt
South Carolina
$7.37M -$172K -940 -2%
LC
2622
Lavaca Capital
Texas
$7.36M +$4.65M +27,111 +171%
BCM
2623
Bourgeon Capital Management
Connecticut
$7.36M -$26.9K -157 -0.4%
EL
2624
EMFO LLC
Florida
$7.35M +$85.7K +500 +1%
BIA
2625
BHK Investment Advisors
Alabama
$7.34M +$256K +1,490 +4%