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 %
QWM
3201
Quaker Wealth Management
New Jersey
$4.44M -$19K -111 -0.4%
SWAG
3202
Spectrum Wealth Advisory Group
California
$4.42M -$9.26K -54 -0.2%
FWS
3203
FinDec Wealth Services
California
$4.42M +$26.1K +152 +0.6%
FCG
3204
Financial Connections Group
California
$4.42M +$468K +2,732 +12%
IIA
3205
ICW Investment Advisors
Arizona
$4.42M -$12K -70 -0.3%
PWM
3206
Prosperity Wealth Management
California
$4.42M +$387K +2,257 +10%
MPIA
3207
Mountain Pacific Investment Advisers
Idaho
$4.41M +$48.4K +282 +1%
TWM
3208
Triton Wealth Management
Arizona
$4.41M -$2.52K -15 -0.1%
CCMI
3209
Creative Capital Management Investments
California
$4.41M -$13.4K -78 -0.3%
MCM
3210
Mendel Capital Management
Arkansas
$4.41M -$127K -742 -3%
APM
3211
Advanced Portfolio Management
New York
$4.41M +$509K +2,968 +13%
DA
3212
Doliver Advisors
Texas
$4.4M +$210K +1,222 +5%
HCM
3213
Hengehold Capital Management
Ohio
$4.4M +$114K +664 +3%
MC
3214
Marest Capital
California
$4.38M -$1.52M -8,842 -26%
HP
3215
Hyperion Partners
Pennsylvania
$4.38M -$110K -639 -2%
CC
3216
Cadinha & Co
Hawaii
$4.37M -$13.6M -79,206 -76%
WA
3217
WESPAC Advisors
California
$4.37M -$2.23K -13 -0.1%
PPC
3218
Park Place Capital
Alabama
$4.37M +$259K +1,511 +6%
DPI
3219
Diversified Portfolios Inc
Michigan
$4.37M -$45.8K -267 -1%
EPW
3220
Evergreen Private Wealth
Colorado
$4.37M +$469K +2,735 +12%
DTL
3221
Dynamic Technology Lab
Singapore
$4.37M +$2.06M +11,993 +89%
EWS
3222
Evergreen Wealth Solutions
Pennsylvania
$4.37M -$312K -1,821 -7%
AWM
3223
Affinity Wealth Management
Delaware
$4.37M -$100K -586 -2%
EWM
3224
Elmwood Wealth Management
California
$4.36M +$873K +5,092 +25%
DCM
3225
Dimension Capital Management
Florida
$4.36M +$153K +893 +4%