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 %
FWP
3251
Firethorn Wealth Partners
Georgia
$4.28M +$668K +3,897 +18%
HIM
3252
Herald Investment Management
United Kingdom
$4.28M
PWA
3253
Primoris Wealth Advisors
Florida
$4.28M -$186K -1,085 -4%
FFG
3254
Fortem Financial Group
California
$4.28M +$129K +755 +3%
HWMC
3255
Heritage Wealth Management (California)
California
$4.28M -$158K -923 -4%
PP
3256
PrairieView Partners
Minnesota
$4.28M +$42K +245 +1%
DJYG
3257
David J. Yvars Group
Florida
$4.26M -$619K -3,607 -13%
CFP
3258
Curran Financial Partners
South Carolina
$4.26M -$31K -181 -0.7%
PA
3259
PFW Advisors
Georgia
$4.26M -$274K -1,598 -6%
W
3260
WPWealth
Texas
$4.25M -$10.8K -63 -0.3%
RCWM
3261
Royal Capital Wealth Management
Indiana
$4.25M -$900K -5,250 -17%
MWM
3262
Melfa Wealth Management
Massachusetts
$4.24M +$541K +3,157 +15%
FAP
3263
Financial Advisory Partners
Florida
$4.23M -$728K -4,248 -15%
GM
3264
Granger Management
New York
$4.21M +$18.2K +106 +0.4%
LA
3265
Lifeworks Advisors
Michigan
$4.2M +$231K +1,350 +6%
TIM
3266
Tevis Investment Management
Texas
$4.18M +$28.8K +168 +0.7%
FMP
3267
Financial Management Professionals
Texas
$4.18M -$107K -625 -2%
Dodge & Cox
3268
Dodge & Cox
California
$4.18M -$17.1K -100 -0.4%
EIA
3269
Eldridge Investment Advisors
New Hampshire
$4.17M -$22.3K -130 -0.5%
UWPG
3270
Ullmann Wealth Partners Group
Florida
$4.16M +$203K +1,186 +5%
DF
3271
Dunhill Financial
United Kingdom
$4.16M +$343 +2 +0%
AWA
3272
ARQ Wealth Advisors
Arizona
$4.15M +$2.59M +15,108 +166%
USB
3273
Union Savings Bank
Connecticut
$4.15M +$21.1K +123 +0.5%
TA
3274
TFB Advisors
Kansas
$4.14M +$1.1M +6,510 +36%
TWM
3275
TMD Wealth Management
Arizona
$4.14M +$54.7K +319 +1%