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 %
NCM
2776
NCM Capital Management
New Jersey
$6.41M -$106K -618 -2%
BWA
2777
Burt Wealth Advisors
Maryland
$6.41M +$1.45M +8,427 +29%
CC
2778
Constitution Capital
Connecticut
$6.4M -$6.36M -37,085 -50%
BIA
2779
Beacon Investment Advisors
Maryland
$6.39M +$8.75K +51 +0.1%
OCM
2780
Orser Capital Management
Texas
$6.39M -$104K -607 -2%
PCI
2781
Planning Center Inc
Illinois
$6.39M -$367K -2,143 -5%
TFF
2782
The Family Firm
Maryland
$6.38M -$14.4K -84 -0.2%
RVPG
2783
Relative Value Partners Group
$6.38M -$4.98K -27 -0.1%
WA
2784
Waddell & Associates
Tennessee
$6.36M +$101K +589 +2%
MFS
2785
Madrona Financial Services
Washington
$6.36M +$158K +921 +3%
WW
2786
Windle Wealth
Oklahoma
$6.36M +$291K +1,699 +5%
IPAM
2787
Investment Partners Asset Management
New Jersey
$6.36M -$73.1K -426 -1%
DWG
2788
Darden Wealth Group
Michigan
$6.36M -$207K -1,208 -3%
OL
2789
OneFund LLC
Florida
$6.35M -$222K -1,303 -3%
ACM
2790
AUA Capital Management
Pennsylvania
$6.34M -$360K -2,100 -5%
WBCM
2791
Wilson & Boucher Capital Management
California
$6.34M -$313K -1,825 -5%
CFSG
2792
Clark Financial Services Group
Missouri
$6.33M -$167K -974 -3%
HWM
2793
Hohimer Wealth Management
Washington
$6.32M -$111K -648 -2%
PI
2794
Pettee Investors
Connecticut
$6.32M -$544K -3,175 -8%
S
2795
Sachetta
Massachusetts
$6.31M
WAM
2796
WFA Asset Management
Wisconsin
$6.3M -$254K -1,479 -4%
SIC
2797
Shoker Investment Counsel
Ohio
$6.3M -$22.6K -133 -0.4%
WWP
2798
WR Wealth Planners
Missouri
$6.29M -$758K -4,421 -11%
AWM
2799
Ameliora Wealth Management
Switzerland
$6.29M +$65.7K +383 +1%
GCP
2800
Garda Capital Partners
Minnesota
$6.29M -$1.69M -9,830 -21%