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 %
DWM
3001
Dechtman Wealth Management
Colorado
$5.28M -$340K -1,983 -6%
HDIM
3002
Hanson & Doremus Investment Management
Vermont
$5.27M -$91.6K -534 -2%
NIM
3003
Needham Investment Management
New York
$5.27M
SL
3004
Sentry LLC
Tennessee
$5.27M -$230K -1,341 -4%
WC
3005
Wynn Capital
Georgia
$5.27M -$229K -1,335 -4%
BAM
3006
Bosun Asset Management
Illinois
$5.26M -$321K -1,872 -6%
WFA
3007
Wellspring Financial Advisors
Ohio
$5.26M +$92.1K +537 +2%
BDF
3008
Black Diamond Financial
Maryland
$5.26M
RA
3009
RiverPark Advisors
New York
$5.26M +$56.4K +329 +1%
RSA
3010
River Street Advisors
Illinois
$5.25M -$48.2K -281 -0.9%
MAG
3011
Mayfair Advisory Group
Alabama
$5.25M +$126K +733 +2%
WJA
3012
Willis Johnson & Associates
Texas
$5.25M -$158K -921 -3%
JCFM
3013
JBR Co Financial Management
Oklahoma
$5.24M +$166K +967 +3%
CFIA
3014
Cantor Fitzgerald Investment Advisors
New York
$5.24M -$299K -1,746 -5%
SFG
3015
Snider Financial Group
Washington
$5.23M +$861K +5,019 +20%
VRM
3016
Vectors Research Management
New York
$5.23M +$2.17M +12,655 +71%
SW
3017
StrongBox Wealth
Missouri
$5.23M -$484K -2,825 -8%
GCM
3018
G2 Capital Management
Ohio
$5.22M -$164K -955 -3%
AWG
3019
Altus Wealth Group
Colorado
$5.22M +$45.6K +266 +0.9%
PRS
3020
Pinkerton Retirement Specialists
Idaho
$5.22M +$38.2K +223 +0.7%
PFA
3021
Plotkin Financial Advisors
Maryland
$5.21M +$145K +844 +3%
TFP
3022
Tilia Fiduciary Partners
North Carolina
$5.19M -$446K -2,602 -8%
POIA
3023
Pin Oak Investment Advisors
Texas
$5.19M -$1.72K -10 -0%
CHA
3024
Cooper/Haims Advisors
New York
$5.18M +$1.3M +7,587 +33%
SR
3025
Syntax Research
Florida
$5.18M +$6.86K +40 +0.1%