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 %
FWM
2826
Fingerlakes Wealth Management
New York
$6.13M -$67.2K -392 -1%
ITB
2827
Idaho Trust Bank
Idaho
$6.13M +$5.59M +32,577 +1,036%
MA
2828
McBroom & Associates
Nevada
$6.12M -$45.6K -266 -0.7%
Fiera Capital (Canada)
2829
Fiera Capital (Canada)
Quebec, Canada
$6.12M -$6.4M -37,336 -51%
BIA
2830
Barry Investment Advisors
Massachusetts
$6.12M -$32.1K -187 -0.5%
DWM
2831
Dynasty Wealth Management
Florida
$6.12M +$6.12M +35,679 New
ACM
2832
Allred Capital Management
Texas
$6.11M -$63.3K -369 -1%
ODFS
2833
O'Donnell Financial Services
California
$6.11M -$4.8K -28 -0.1%
TWM
2834
Trueblood Wealth Management
Ohio
$6.11M -$149K -869 -2%
DFA
2835
Davies Financial Advisors
California
$6.11M +$6.11M +35,615 New
GAG
2836
Goodman Advisory Group
Massachusetts
$6.11M -$2.73M -15,892 -31%
PVAMC
2837
PPS&V Asset Management Consultants
Michigan
$6.1M -$96.7K -564 -2%
AWA
2838
Alta Wealth Advisors
Massachusetts
$6.1M +$224K +1,308 +4%
LIP
2839
Lighthouse Investment Partners
Florida
$6.08M +$6.08M +35,435 New
MWS
2840
Maxwell Wealth Strategies
California
$6.08M +$608K +3,179 +11%
UIA
2841
Ulland Investment Advisors
Minnesota
$6.07M +$21.9K +128 +0.4%
ATWA
2842
Arbor Trust Wealth Advisors
Michigan
$6.07M -$206K -1,226 -3%
NC
2843
NewSquare Capital
Pennsylvania
$6.07M -$9.09K -53 -0.1%
IPW
2844
Impact Partnership Wealth
Georgia
$6.06M +$310K +1,805 +5%
RLWM
2845
RF&L Wealth Management
Massachusetts
$6.05M
RA
2846
Ruggaard & Associates
Ohio
$6.05M -$398K -2,322 -6%
MWP
2847
Madison Wealth Partners
Wisconsin
$6.05M -$22.6K -132 -0.4%
PRA
2848
Pine Ridge Advisers
New York
$6.04M -$3.28M -19,155 -35%
BWM
2849
BCS Wealth Management
Tennessee
$6.03M +$1.08M +6,285 +22%
SAM
2850
Socorro Asset Management
Texas
$6.02M +$147K +857 +3%