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 %
NRW
2901
Nova R Wealth
Kansas
$5.78M -$30.4K -177 -0.5%
JWM
2902
Janiczek Wealth Management
Colorado
$5.77M -$235K -1,373 -4%
SCP
2903
Shorepoint Capital Partners
Massachusetts
$5.77M -$838K -4,889 -13%
FPGT
2904
Financial Partners Group (Tennessee)
Tennessee
$5.77M -$18.2K -106 -0.3%
EL
2905
Essex LLC
Illinois
$5.76M -$470K -2,742 -8%
CL
2906
COWA LLC
Oklahoma
$5.76M -$189K -1,105 -3%
BA
2907
Bridge Advisory
California
$5.76M -$309K -1,802 -5%
VLC
2908
Van Leeuwen & Company
New Jersey
$5.75M -$1.88M -10,981 -25%
CSD
2909
Clear Street Derivatives
New York
$5.75M +$5.75M +33,534 New
LFP
2910
Lakeshore Financial Planning
Michigan
$5.74M +$75.1K +438 +1%
SFG
2911
Sather Financial Group
Texas
$5.74M
CCWM
2912
Correct Capital Wealth Management
Missouri
$5.73M +$175K +1,019 +3%
PB
2913
Pinnacle Bancorp
Nebraska
$5.72M -$368K -2,144 -6%
AA
2914
Alesco Advisors
New York
$5.72M +$2.12M +12,378 +59%
AA
2915
Altman Advisors
Illinois
$5.72M +$892K +5,247 +18%
BAM
2916
Byrne Asset Management
New Jersey
$5.71M +$150K +875 +3%
RFA
2917
Register Financial Advisors
Georgia
$5.7M +$411K +2,398 +8%
RI
2918
Redwood Investments
Massachusetts
$5.69M -$331K -2,271 -5%
ECA
2919
Elevated Capital Advisors
Utah
$5.69M +$219K +1,278 +4%
SNBOSCI
2920
Security National Bank of Sioux City Iowa
Iowa
$5.69M +$198K +1,153 +4%
CGH
2921
CMG Global Holdings
Texas
$5.68M +$171 +1 +0%
SGCA
2922
Steel Grove Capital Advisors
Tennessee
$5.68M +$506K +2,952 +10%
TSWM
2923
Triangle Securities Wealth Management
North Carolina
$5.67M -$191K -1,113 -3%
MM
2924
Meridian Management
Arkansas
$5.67M -$106K -619 -2%
BIM
2925
Barton Investment Management
Pennsylvania
$5.67M +$12.9K +75 +0.2%