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 %
OIM
2751
Orca Investment Management
Oregon
$6.58M -$437K -2,547 -6%
IAS
2752
IMA Advisory Services
Colorado
$6.58M +$6.58M +38,361 New
NMG
2753
New Millennium Group
Utah
$6.58M -$209K -1,220 -3%
ACP
2754
Aveo Capital Partners
Colorado
$6.57M +$953K +5,195 +17%
MWP
2755
Meridian Wealth Partners
Pennsylvania
$6.57M +$1.05M +6,126 +19%
CPRC
2756
Consolidated Portfolio Review Corp
New York
$6.56M -$15.3M -89,152 -70%
MFG
2757
Midwest Financial Group
Kansas
$6.55M +$268K +1,561 +4%
AWP
2758
Abacus Wealth Partners
California
$6.54M -$186K -1,087 -3%
PPW
2759
Pasadena Private Wealth
California
$6.54M -$16.8K -98 -0.3%
BIA
2760
Benchmark Investment Advisors
Illinois
$6.54M -$186K -1,086 -3%
HCM
2761
Hall Capital Management
Rhode Island
$6.53M +$57.8K +337 +0.9%
WAL
2762
W Advisors LLC
Tennessee
$6.53M +$51.3K +299 +0.8%
RFP
2763
Root Financial Partners
California
$6.51M +$1.68M +9,783 +35%
FWA
2764
FSM Wealth Advisors
Ohio
$6.49M +$118K +687 +2%
PMSA
2765
Patrick M. Sweeney & Associates
Illinois
$6.48M +$41.3K +241 +0.6%
GP
2766
Greenline Partners
New York
$6.47M -$9.43K -55 -0.1%
BV
2767
Boxwood Ventures
Illinois
$6.47M
NPP
2768
New Potomac Partners
Maryland
$6.47M -$244K -1,424 -4%
CPP
2769
Capasso Planning Partners
South Carolina
$6.45M +$24K +140 +0.4%
BFWA
2770
Benchmark Financial Wealth Advisors
Florida
$6.44M +$93.6K +546 +1%
SIM
2771
Studio Investment Management
Illinois
$6.43M -$30.2K -176 -0.5%
OC
2772
Oarsman Capital
Wisconsin
$6.43M -$994K -5,799 -13%
VDI
2773
Vaughan David Investments
Illinois
$6.43M +$471K +2,746 +8%
AFA
2774
American Financial Advisors
Georgia
$6.42M -$277K -1,617 -4%
WLIM
2775
White Lighthouse Investment Management
Massachusetts
$6.42M -$13.7K -80 -0.2%