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 %
SCP
2726
Sivia Capital Partners
California
$6.69M -$88.3K -515 -1%
LAM
2727
Lynch Asset Management
Pennsylvania
$6.68M -$171K -1,000 -3%
AFC
2728
AFT Forsyth & Company
Florida
$6.67M -$370K -2,155 -5%
CCM
2729
Carlson Capital Management
Minnesota
$6.66M -$6.85M -39,955 -51%
OFS
2730
OneAscent Financial Services
Alabama
$6.66M -$66.5K -388 -1%
RCA
2731
Ranch Capital Advisors
Florida
$6.65M -$87.8K -512 -1%
WFMPM
2732
Woodley Farra Manion Portfolio Management
Indiana
$6.64M -$116K -677 -2%
SI
2733
Sprott Inc
Ontario, Canada
$6.64M +$6.23M +36,350 +1,521%
SWG
2734
Summit Wealth Group
Vermont
$6.64M -$297K -1,730 -4%
LAM
2735
Lummis Asset Management
Texas
$6.64M -$5.26M -30,646 -44%
HA
2736
Harfst & Associates
Wyoming
$6.64M +$1.47M +8,584 +29%
CAL
2737
Capital Advisors Ltd
Ohio
$6.63M +$127K +739 +2%
PPWM
2738
Paragon Private Wealth Management
Kentucky
$6.61M +$448K +2,612 +7%
CA
2739
Cambridge Advisors
Nebraska
$6.61M -$119K -692 -2%
RDFA
2740
Ritter Daniher Financial Advisory
Ohio
$6.6M -$11.3K -66 -0.2%
BTWM
2741
Brass Tax Wealth Management
Ohio
$6.6M +$6.6M +38,495 New
VWM
2742
Vigilare Wealth Management
Arizona
$6.6M -$692K -4,034 -9%
SCM
2743
Sitrin Capital Management
California
$6.6M -$116K -677 -2%
TPW
2744
Tiller Private Wealth
Pennsylvania
$6.6M +$400K +2,331 +6%
SIAG
2745
Signet Investment Advisory Group
Rhode Island
$6.59M +$122K +713 +2%
BWP
2746
Bernardo Wealth Planning
Pennsylvania
$6.59M +$120K +699 +2%
VC
2747
Veracity Capital
Georgia
$6.59M +$144K +837 +2%
SFWA
2748
Summit Financial Wealth Advisors
Louisiana
$6.59M -$234K -1,364 -3%
CC
2749
Commons Capital
Massachusetts
$6.59M -$37.2K -217 -0.6%
OM
2750
OV Management
Minnesota
$6.59M +$718K +4,187 +12%