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 %
NTIC
2876
Napean Trading & Investment Company
Singapore
$5.91M
HI
2877
Hudock Inc
Pennsylvania
$5.91M +$89.2K +520 +2%
NF
2878
Nvest Financial
New Hampshire
$5.9M +$223K +1,299 +4%
CF
2879
Corrigan Financial
Rhode Island
$5.89M -$158K -922 -3%
LRIC
2880
Long Road Investment Counsel
Michigan
$5.89M -$343K -2,000 -6%
GWA
2881
Gratus Wealth Advisors
Virginia
$5.89M +$334K +2,001 +6%
LC
2882
LCNB Corp
Ohio
$5.89M -$163K -951 -3%
HWM
2883
Howard Wealth Management
Connecticut
$5.89M +$120K +700 +2%
HIS
2884
Horizon Investment Services
Indiana
$5.88M -$3.07M -17,900 -34%
CGIM
2885
Capital Group Investment Management
Singapore
$5.88M -$3.86M -22,513 -40%
PWG
2886
Portside Wealth Group
Utah
$5.88M +$129K +753 +2%
GWM
2887
Glass Wealth Management
Texas
$5.87M +$5.87M +34,260 New
PA
2888
PSI Advisors
Florida
$5.87M -$99.1K -578 -2%
NF
2889
NavPoint Financial
Minnesota
$5.87M +$1.54K +9 +0%
RP
2890
Riverbridge Partners
Minnesota
$5.86M -$8.05M -46,945 -58%
LWM
2891
Lodestone Wealth Management
Washington
$5.86M +$51.8K +302 +0.9%
OCM
2892
Osterweis Capital Management
California
$5.86M -$403K -2,350 -6%
CCA
2893
Criterion Capital Advisors
Tennessee
$5.86M +$171 +1 +0%
PCWA
2894
Pacific Capital Wealth Advisors
California
$5.84M +$47K +274 +0.8%
JFA
2895
JNBA Financial Advisors
Minnesota
$5.83M -$403K -2,351 -6%
MWM
2896
Marion Wealth Management
Pennsylvania
$5.83M +$43K +251 +0.7%
AWM
2897
Abound Wealth Management
Tennessee
$5.82M -$503K -2,932 -8%
LF
2898
LifeSteps Financial
California
$5.81M -$338K -1,970 -5%
FSCM
2899
Front Street Capital Management
Montana
$5.8M -$15.8K -92 -0.3%
JWM
2900
JPL Wealth Management
Colorado
$5.79M +$1.55M +9,021 +36%