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 %
TFA
2701
Transamerica Financial Advisors
Florida
$6.85M +$6.85M +39,958 New
FCAS
2702
First Command Advisory Services
Texas
$6.85M -$126K -735 -2%
BSA
2703
Bull Street Advisors
Georgia
$6.84M -$6.69K -39 -0.1%
LWA
2704
Lantern Wealth Advisors
New York
$6.84M -$474K -2,762 -6%
OPA
2705
Old Port Advisors
Maine
$6.81M -$118K -687 -2%
HI
2706
Handelsinvest Investeringsforvaltning
Denmark
$6.81M -$1.71M -9,994 -20%
RFN
2707
RDA Financial Network
Iowa
$6.8M -$371K -2,164 -5%
EA
2708
Everpar Advisors
Oklahoma
$6.8M -$1.03M -5,989 -13%
SHFA
2709
SC&H Financial Advisors
Maryland
$6.8M +$247K +1,443 +4%
DOA
2710
D'Orazio & Associates
Virginia
$6.79M +$133K +776 +2%
WW
2711
Waterfront Wealth
Kansas
$6.79M -$933K -5,496 -12%
SIG
2712
Sky Investment Group
Connecticut
$6.76M +$50.4K +294 +0.8%
KC
2713
Kades & Cheifetz
Pennsylvania
$6.75M -$105K -610 -2%
CASB
2714
Cape Ann Savings Bank
Massachusetts
$6.75M -$168K -978 -2%
SFP
2715
Sweet Financial Partners
Minnesota
$6.73M +$574K +3,350 +9%
BWG
2716
Berry Wealth Group
Texas
$6.73M +$376K +2,194 +6%
HWM
2717
Heirloom Wealth Management
Colorado
$6.72M -$188K -1,097 -3%
FHWM
2718
Fox Hill Wealth Management
Massachusetts
$6.72M -$1.28M -7,437 -16%
WFI
2719
West Family Investments
California
$6.71M +$59K +344 +0.9%
CA
2720
Calton & Associates
Florida
$6.71M -$1.63M -9,496 -20%
AWA
2721
Artemis Wealth Advisors
New York
$6.71M +$8.75K +51 +0.1%
OCM
2722
Objective Capital Management
Ohio
$6.7M +$278K +1,619 +4%
CMAI
2723
Capital Management Associates Inc
Minnesota
$6.7M +$372K +2,170 +6%
WCG
2724
Weaver Consulting Group
California
$6.7M -$113K -659 -2%
YDMI
2725
Y.D. More Investments
Israel
$6.7M -$1.97M -11,490 -23%