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 %
LTAS
2926
Linden Thomas Advisory Services
North Carolina
$5.66M +$1.06M +6,190 +23%
MFS
2927
Monetta Financial Services
Illinois
$5.66M -$2.57M -15,000 -31%
IAG
2928
Investment Advisory Group
Massachusetts
$5.65M +$35.2K +205 +0.6%
OFW
2929
Omnia Family Wealth
Florida
$5.65M +$387K +2,257 +7%
PSP
2930
Pacific Sage Partners
Washington
$5.63M -$80.4K -469 -1%
KTM
2931
Keeler Thomas Management
Utah
$5.62M -$55K -321 -1%
MCM
2932
Monument Capital Management
Virginia
$5.62M -$398K -2,322 -7%
NERM
2933
New England Research & Management
Illinois
$5.61M +$333K +1,941 +6%
GBWM
2934
Granite Bay Wealth Management
New Hampshire
$5.6M -$416M -2,425,195 -99%
CG
2935
Corundum Group
Colorado
$5.6M -$350K -2,043 -6%
AWM
2936
Aberdeen Wealth Management
Illinois
$5.59M +$1.27M +7,396 +29%
OIM
2937
Opus Investment Management
Massachusetts
$5.56M
CFM
2938
Catalyst Funds Management
Australia
$5.56M +$5.56M +32,400 New
FF
2939
Farrell Financial
New York
$5.55M -$211K -1,228 -4%
CCM
2940
Check Capital Management
California
$5.55M -$245K -1,430 -4%
AFS
2941
Aft Forsyth & Sober
Florida
$5.54M +$2.78M +16,200 +101%
CCG
2942
Coastwise Capital Group
California
$5.54M +$1.15M +6,700 +26%
CFG
2943
Clayton Financial Group
Missouri
$5.54M +$84.7K +494 +2%
CCM
2944
Crew Capital Management
Ohio
$5.54M +$88K +513 +2%
MSK
2945
Melissa S. Kampmann
$5.53M +$200K +1,167 +4%
PWA
2946
Phoenix Wealth Advisors
North Carolina
$5.53M +$64.6K +377 +1%
ACM
2947
Ayrshire Capital Management
Connecticut
$5.53M -$70.3K -410 -1%
KOC
2948
Koss-Olinger Consulting
Florida
$5.53M +$2.59M +15,099 +88%
CIG
2949
Cascade Investment Group
Colorado
$5.51M -$410K -2,392 -7%
EWA
2950
Etesian Wealth Advisors
Oregon
$5.51M -$44.6K -260 -0.8%