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 %
CCM
2676
Colorado Capital Management
Colorado
$7M +$487K +2,842 +7%
PWM
2677
PBMares Wealth Management
Virginia
$7M +$171K +995 +2%
LA
2678
Lindenwold Advisors
Pennsylvania
$6.99M -$218K -1,272 -3%
DBRC
2679
D.B. Root & Company
Pennsylvania
$6.99M -$895K -5,221 -11%
TFIPS
2680
Towarzystwo Funduszy Inwestycyjnych PZU SA
$6.99M +$551K +3,214 +9%
AAM
2681
Ascension Asset Management
New York
$6.97M +$6.97M +40,649 New
RFA
2682
Resurgent Financial Advisors
Georgia
$6.97M -$9.26K -54 -0.1%
AIC
2683
Ayalon Insurance Company
Israel
$6.97M -$1.94M -11,318 -22%
SLG
2684
Stanley-Laman Group
Pennsylvania
$6.95M +$261K +1,521 +4%
WFG
2685
Wormser Freres Gestion
France
$6.95M +$192K +1,104 +3%
CWM
2686
C2C Wealth Management
Arizona
$6.95M -$1.92M -11,187 -22%
AA
2687
Alta Advisers
United Kingdom
$6.94M
DFG
2688
Demars Financial Group
Washington
$6.94M -$134K -780 -2%
PSB
2689
Piscataqua Savings Bank
New Hampshire
$6.94M -$88K -513 -1%
GWCM
2690
Godshalk Welsh Capital Management
Pennsylvania
$6.93M +$7.2K +42 +0.1%
SDWMA
2691
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.93M +$1.97M +11,477 +40%
RB
2692
Rodgers Brothers
Pennsylvania
$6.93M +$667K +3,891 +11%
VW
2693
Vance Wealth
California
$6.91M +$33.6K +196 +0.5%
SPI
2694
Sutton Place Investors
New York
$6.9M +$3.56M +20,776 +107%
IWM
2695
Integris Wealth Management
California
$6.89M +$36.4K +212 +0.5%
BL
2696
BCWM LLC
Kansas
$6.89M -$345K -2,012 -5%
MCA
2697
MSH Capital Advisors
Arizona
$6.87M -$179K -1,042 -3%
IIA
2698
Integral Investment Advisors
California
$6.87M +$4.61M +26,606 +204%
NPFS
2699
Novak & Powell Financial Services
Florida
$6.86M -$41.3K -248 -0.6%
CE
2700
Cornerstone Enterprises
Wisconsin
$6.85M +$1.38M +8,116 +25%