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 %
EGA
3176
E&G Advisors
Texas
$4.53M -$17.5K -102 -0.4%
AWM
3177
Austin Wealth Management
Texas
$4.52M +$994K +5,206 +28%
WFAG
3178
Worth Financial Advisory Group
North Carolina
$4.52M +$243K +1,419 +6%
CG
3179
Cynosure Group
Utah
$4.51M +$2.69M +15,674 +147%
CBNLCF
3180
Cognios Beta Neutral Large Cap Fund
Kansas
$4.51M
TCM
3181
Tandem Capital Management
New Jersey
$4.51M -$114K -666 -2%
MCA
3182
Maryland Capital Advisors
Maryland
$4.51M -$17.1K -100 -0.4%
KWM
3183
Kolinsky Wealth Management
New Jersey
$4.51M +$115K +670 +3%
BSHC
3184
Breed's Hill Capital
Massachusetts
$4.5M -$38.4K -224 -0.8%
SAM
3185
Stansberry Asset Management
Texas
$4.5M -$86.1K -502 -2%
AAM
3186
Austin Asset Management
Texas
$4.5M -$367K -2,139 -8%
SFC
3187
Swisher Financial Concepts
Ohio
$4.49M +$685K +4,072 +18%
TCM
3188
Tanaka Capital Management
New York
$4.49M -$2.97M -17,320 -40%
EA
3189
Emerald Advisers
Pennsylvania
$4.48M -$858K -5,004 -16%
RGF
3190
Retirement Guys Formula
Ohio
$4.48M +$912K +5,319 +26%
AWA
3191
Archvest Wealth Advisors
California
$4.48M +$207K +1,217 +5%
APF
3192
Alaska Permanent Fund
Alaska
$4.48M +$140K +818 +3%
MA
3193
MBA Advisors
Pennsylvania
$4.47M -$74.4K -434 -2%
PWP
3194
Pursue Wealth Partners
California
$4.47M -$167K -973 -4%
EB
3195
Emprise Bank
Kansas
$4.46M +$4.46M +26,033 New
GWP
3196
Gateway Wealth Partners
Wisconsin
$4.46M -$120K -698 -3%
JC
3197
JBF Capital
Colorado
$4.46M -$1.37M -8,000 -24%
CIA
3198
Compass Ion Advisors
Pennsylvania
$4.45M -$13.4K -78 -0.3%
WAG
3199
Wiser Advisor Group
Arizona
$4.45M +$140K +816 +3%
AIFAIM
3200
American Institute for Advanced Investment Management
Arizona
$4.45M -$259K -1,512 -6%