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 %
WFA
2651
WestHill Financial Advisors
California
$7.14M -$280K -1,635 -4%
NRI
2652
NFP Retirement Inc
California
$7.12M +$781K +4,556 +12%
MWM
2653
Meritas Wealth Management
California
$7.12M +$25.7K +150 +0.4%
WCAMG
2654
Woodard & Company Asset Management Group
North Carolina
$7.12M -$20.4K -119 -0.3%
VF
2655
Virtu Financial
New York
$7.12M +$2.59M +15,124 +57%
BHB
2656
Bank Hapoalim BM
Israel
$7.11M -$1.37M -8,015 -16%
SIAG
2657
Safeguard Investment Advisory Group
California
$7.11M +$51.8K +302 +0.7%
ANB
2658
Amarillo National Bank
Texas
$7.11M -$195K -1,138 -3%
BCP
2659
Blackhawk Capital Partners
Wisconsin
$7.1M -$173K -1,007 -2%
SI
2660
Saxon Interests
Texas
$7.1M +$580K +3,383 +9%
MC
2661
Martin & Co
Tennessee
$7.1M -$2.01M -11,701 -22%
NWM
2662
Northcape Wealth Management
New York
$7.1M -$927K -5,404 -12%
GWM
2663
Gray Wealth Management
Maine
$7.09M +$98.6K +575 +1%
FFM
2664
Fullerton Fund Management
Singapore
$7.08M -$231K -1,345 -3%
PWCM
2665
Processus Wealth & Capital Management
Tennessee
$7.08M +$743K +4,330 +12%
LFP
2666
Leeward Financial Partners
Washington
$7.07M -$1.2M -6,970 -14%
SA
2667
Strategic Advocates
Utah
$7.07M -$2.97M -17,308 -30%
HGWM
2668
Horst & Graben Wealth Management
Oregon
$7.05M -$124K -726 -2%
IA
2669
IFG Advisors
Missouri
$7.04M +$22.3K +130 +0.3%
ODIJL
2670
One Day In July LLC
Vermont
$7.03M +$521K +3,040 +8%
PWAM
2671
Pinnacle West Asset Management
Wyoming
$7.03M -$192K -1,120 -3%
CA
2672
CGN Advisors
Kansas
$7.02M +$390K +2,273 +6%
FSG
2673
Financial Strategies Group
Michigan
$7.01M +$1.74M +10,269 +33%
HNB
2674
Hilltop National Bank
Wyoming
$7.01M +$7.01M +40,881 New
APW
2675
Acima Private Wealth
Virginia
$7.01M -$511K -2,980 -7%