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 %
BCFS
3151
Butensky & Cohen Financial Security
Florida
$4.62M -$12.5K -73 -0.3%
DI
3152
DDFG Inc
California
$4.62M -$10.8K -63 -0.2%
RFS
3153
Richardson Financial Services
Massachusetts
$4.62M +$170K +991 +4%
RMC
3154
Regis Management Company
California
$4.61M +$1.05M +6,136 +30%
EWA
3155
Evolution Wealth Advisors
Florida
$4.6M -$248K -1,445 -5%
HC
3156
Hamilton Capital
Ohio
$4.6M +$16.8K +98 +0.4%
LW
3157
Libra Wealth
California
$4.6M +$65.2K +380 +1%
AWA
3158
Aletheian Wealth Advisors
Washington
$4.59M +$1.91M +11,116 +71%
CFG
3159
Carr Financial Group
Massachusetts
$4.59M +$385K +2,244 +9%
MCM
3160
Magnolia Capital Management
New York
$4.59M +$6.86K +40 +0.1%
MPW
3161
MGO Private Wealth
California
$4.59M +$53K +309 +1%
AI
3162
Atom Investors
Texas
$4.58M +$414K +2,415 +10%
GSIS
3163
Global Strategic Investment Solutions
Arizona
$4.58M -$727K -4,238 -14%
SPWM
3164
Schrum Private Wealth Management
Florida
$4.57M +$2.72M +15,859 +147%
BMM
3165
Berkshire Money Management
Massachusetts
$4.57M +$983K +5,735 +27%
MIA
3166
MeadowBrook Investment Advisors
Michigan
$4.56M -$141K -825 -3%
LSIA
3167
LaSalle St. Investment Advisors
Illinois
$4.56M +$946K +5,144 +26%
CWM
3168
Collaborative Wealth Management
Florida
$4.56M -$76.1K -444 -2%
HPM
3169
Hoxton Planning & Management
West Virginia
$4.55M +$331K +1,932 +8%
AWM
3170
Accel Wealth Management
Iowa
$4.55M +$172K +1,004 +4%
BWG
3171
Beta Wealth Group
California
$4.55M +$203K +1,185 +5%
TBNY
3172
Trustco Bank (New York)
New York
$4.54M -$11.1K -65 -0.2%
GFWA
3173
Grey Fox Wealth Advisors
Delaware
$4.54M -$75.1K -438 -2%
EFH
3174
Eaton Financial Holdings
Florida
$4.54M -$3.02M -17,632 -40%
SWP
3175
ShoreHaven Wealth Partners
New Jersey
$4.53M +$28.8K +168 +0.6%