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 %
EIG
2801
Ellenbecker Investment Group
Wisconsin
$6.29M -$90.9K -530 -1%
CWA
2802
Choice Wealth Advisors
Maine
$6.27M +$607K +3,538 +11%
CCB
2803
Cutter & Co Brokerage
Missouri
$6.25M +$78.9K +460 +1%
YWS
2804
Yarger Wealth Strategies
Ohio
$6.24M +$309K +1,802 +5%
BCM
2805
Boltwood Capital Management
California
$6.24M -$138K -805 -2%
FPFS
2806
First Personal Financial Services
North Carolina
$6.23M -$17.1K -100 -0.3%
CFG
2807
Cambridge Financial Group
Ohio
$6.23M -$28.3K -165 -0.5%
LIG
2808
Lokken Investment Group
Delaware
$6.23M +$613K +3,576 +11%
ACM
2809
Alcosta Capital Management
California
$6.23M -$21.1K -123 -0.3%
IAP
2810
Indie Asset Partners
Indiana
$6.21M +$230K +1,343 +4%
WWP
2811
Walden Wealth Partners
Ohio
$6.21M +$14.7K +87 +0.2%
LWM
2812
Laidlaw Wealth Management
New York
$6.21M -$15.6M -90,886 -72%
CCA
2813
Cora Capital Advisors
New Jersey
$6.2M +$14.1K +82 +0.2%
ET
2814
Entropy Technologies
New York
$6.2M +$6.2M +36,141 New
SIC
2815
Samalin Investment Counsel
New York
$6.2M -$1.18M -6,882 -16%
GWWM
2816
Great Waters Wealth Management
Minnesota
$6.19M -$3.6K -21 -0.1%
APW
2817
Aurora Private Wealth
New Jersey
$6.18M +$413K +2,429 +7%
DWM
2818
Denver Wealth Management
Colorado
$6.17M -$660K -3,849 -10%
OPWM
2819
Oxinas Partners Wealth Management
Indiana
$6.16M -$282K -1,643 -4%
HC
2820
Hourglass Capital
Texas
$6.16M -$38.9K -227 -0.6%
GWA
2821
GGM Wealth Advisors
Maryland
$6.16M -$447K -2,634 -7%
IP
2822
Investment Partners
Ohio
$6.15M -$68.9K -402 -1%
DCM
2823
Delta Capital Management
New Jersey
$6.15M -$3.43K -20 -0.1%
VCP
2824
Vista Capital Partners
Oregon
$6.15M +$44.4K +259 +0.7%
GWM
2825
Gitterman Wealth Management
New Jersey
$6.13M +$162K +945 +3%