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 %
AIM
2976
AHL Investment Management
Florida
$5.4M +$343 +2 +0%
SAW
2977
Signal Advisors Wealth
Michigan
$5.39M +$2.16M +12,568 +67%
TWP
2978
Tempus Wealth Planning
California
$5.39M -$1.57M -9,135 -23%
TFO
2979
Tarbox Family Office
California
$5.39M -$119K -695 -2%
MS
2980
Madden Securities
Texas
$5.38M -$1.13M -6,613 -17%
VSI
2981
Verde Servicos Internacionais
Brazil
$5.38M +$5.38M +31,380 New
BC
2982
Brio Consultants
California
$5.38M -$34K -198 -0.6%
SAM
2983
Seelaus Asset Management
New Jersey
$5.37M -$184K -1,072 -3%
MWM
2984
MGB Wealth Management
Texas
$5.36M -$100K -585 -2%
BWM
2985
Baron Wealth Management
Michigan
$5.36M -$221K -1,291 -4%
1WM
2986
1858 Wealth Management
Ohio
$5.36M
UC
2987
Unio Capital
New Jersey
$5.35M -$320K -1,866 -6%
GPA
2988
Garrison Point Advisors
California
$5.35M -$99.6K -581 -2%
EA
2989
Ergawealth Advisors
Illinois
$5.35M +$820K +4,782 +18%
RIM
2990
Rockbridge Investment Management
New York
$5.34M -$877K -5,114 -14%
IC
2991
Iconiq Capital
California
$5.34M +$3.9M +22,721 +270%
MAM
2992
McCarthy Asset Management
California
$5.34M +$3.6K +21 +0.1%
MWM
2993
Moran Wealth Management
Florida
$5.32M +$341K +1,988 +7%
BC
2994
Barrett & Company
Rhode Island
$5.31M +$804K +4,689 +18%
GA
2995
Goldstein Advisors
Wisconsin
$5.31M -$196K -1,142 -4%
EFA
2996
Edge Financial Advisors
Illinois
$5.3M +$5.3M +30,936 New
CFFP
2997
Center for Financial Planning
Michigan
$5.3M +$77.5K +452 +1%
HP
2998
Hilltop Partners
Indiana
$5.28M +$322K +1,880 +7%
AGWCA
2999
Annis Gardner Whiting Capital Advisors
Florida
$5.28M +$837K +4,880 +19%
MAC
3000
Mason & Associates (California)
California
$5.28M +$180K +1,047 +4%