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 %
SIA
3051
Schear Investment Advisers
Ohio
$5.1M -$70.7K -412 -1%
TC
3052
Truvestments Capital
Florida
$5.09M +$210K +1,222 +4%
SPA
3053
Sentinel Pension Advisors
Massachusetts
$5.08M -$76.5K -446 -1%
IWA
3054
Invera Wealth Advisors
Oregon
$5.08M +$103K +618 +2%
BCFD
3055
Boit C.F. David
$5.08M
RCS
3056
Retirement Capital Strategies
California
$5.08M +$1.2K +7 +0%
NAG
3057
Northstar Advisory Group
New Jersey
$5.08M -$313K -1,698 -6%
TCWM
3058
Total Clarity Wealth Management
Illinois
$5.07M -$300K -1,750 -6%
LWMI
3059
Landmark Wealth Management (Illinois)
Illinois
$5.07M -$1.03K -6 -0%
GWAG
3060
Garrett Wealth Advisory Group
Texas
$5.07M -$20.1K -117 -0.4%
GAM
3061
Gould Asset Management
California
$5.07M -$51.6K -301 -1%
APA
3062
Astoria Portfolio Advisors
New York
$5.06M +$361K +2,088 +8%
LWM
3063
Lakeridge Wealth Management
Ohio
$5.06M -$46.8K -273 -0.9%
BOM
3064
Bank of Marin
California
$5.06M -$33.1K -193 -0.7%
MPPW
3065
Mitchell & Pahl Private Wealth
Oklahoma
$5.05M -$71.2K -415 -1%
OWA
3066
Opal Wealth Advisors
New York
$5.05M -$140K -814 -3%
PBO
3067
Peoples Bank (Ohio)
Ohio
$5.05M -$84.4K -492 -2%
IIL
3068
Insight Inv LLC
California
$5.04M +$137K +799 +3%
IF
3069
Integrity Financial
Wyoming
$5.04M +$261K +1,522 +5%
ECM
3070
Exchange Capital Management
Michigan
$5.04M +$12K +70 +0.2%
RIM
3071
RW Investment Management
Idaho
$5.03M +$318K +1,856 +7%
AF
3072
Aldebaran Financial
$5.03M -$366K -2,133 -7%
EB
3073
Exchange Bank
California
$5.03M -$192K -1,121 -4%
KPWG
3074
KFA Private Wealth Group
Virginia
$5.03M +$283K +1,648 +6%
WHCI
3075
W.H. Cornerstone Investments
Massachusetts
$5.03M -$578K -3,369 -10%