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 %
LSA
2951
Lion Street Advisors
Texas
$5.51M
WQ
2952
Wealth Quarterback
New Jersey
$5.51M +$70.7K +412 +1%
WCM
2953
Wunderlich Capital Managemnt
Tennessee
$5.5M -$316K -1,840 -5%
EWP
2954
Elevation Wealth Partners
California
$5.5M +$388K +2,258 +8%
GCM
2955
Glynn Capital Management
California
$5.49M
PWS
2956
Private Wealth Strategies
Ohio
$5.49M -$405K -2,363 -7%
ACA
2957
Anchor Capital Advisors
Massachusetts
$5.49M -$9.06M -52,834 -62%
CSPAM
2958
Cary Street Partners Asset Management
Virginia
$5.49M -$378K -2,202 -6%
SSW
2959
Smith Shellnut Wilson
Mississippi
$5.49M
CF
2960
Copperwynd Financial
Arizona
$5.48M +$176K +1,027 +3%
SOW
2961
State of Wyoming
Wyoming
$5.48M +$711K +4,148 +15%
DA
2962
Dash Acquisitions
California
$5.48M -$153K -908 -3%
RCM
2963
Regency Capital Management
Hawaii
$5.48M +$4.79M +27,952 +698%
EFA
2964
Evernest Financial Advisors
Indiana
$5.47M -$330K -2,003 -6%
Members Trust
2965
Members Trust
Florida
$5.47M -$395K -2,304 -7%
AIC
2966
Archer Investment Corporation
Indiana
$5.46M -$622K -3,628 -10%
MAM
2967
Morse Asset Management
Connecticut
$5.46M -$3.81M -22,191 -41%
TIM
2968
Total Investment Management
Arizona
$5.45M +$234K +1,363 +4%
GL
2969
Gerber LLC
Ohio
$5.45M +$311K +1,812 +6%
BMC
2970
Beaton Management Company
Massachusetts
$5.44M +$121K +704 +2%
TMWM
2971
Taylor & Morgan Wealth Management
Michigan
$5.43M -$195K -1,138 -3%
EFM
2972
Eley Financial Management
Vermont
$5.42M -$99.6K -581 -2%
SCM
2973
Seascape Capital Management
New Hampshire
$5.41M -$249K -1,450 -4%
EM
2974
ELCO Management
New York
$5.4M -$131K -764 -2%
FGAM
2975
Financial Gravity Asset Management
Texas
$5.4M -$33.9M -187,621 -86%