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 %
WIC
3276
Wilkins Investment Counsel
Massachusetts
$4.14M +$1.1M +6,439 +36%
IIM
3277
InTrack Investment Management
Vermont
$4.14M -$76.5K -446 -2%
CIC
3278
Cutler Investment Counsel
Oregon
$4.14M -$176K -1,029 -4%
MWM
3279
Mascoma Wealth Management
New Hampshire
$4.14M -$430K -2,505 -9%
RA
3280
Rockingstone Advisors
Massachusetts
$4.13M -$118K -688 -3%
PFA
3281
Pathway Financial Advisers
Indiana
$4.12M -$339K -1,974 -8%
CWM
3282
Castle Wealth Management
Florida
$4.12M +$32.8K +191 +0.8%
CST
3283
Charles Schwab Trust
Nevada
$4.11M -$10.4M -60,712 -72%
SL
3284
Sentinus LLC
Illinois
$4.11M +$4.11M +23,951 New
KWM
3285
KFG Wealth Management
Indiana
$4.11M +$978K +5,702 +31%
FFA
3286
Fortune Financial Advisors
Kansas
$4.11M -$129K -752 -3%
AC
3287
Annandale Capital
Texas
$4.1M -$4.12K -24 -0.1%
TA
3288
Tectonic Advisors
Texas
$4.1M -$270K -1,574 -6%
AIP
3289
Almanack Investment Partners
Pennsylvania
$4.1M +$331K +1,931 +9%
PHWM
3290
Pine Harbor Wealth Management
Maryland
$4.09M -$6.35K -37 -0.2%
IA
3291
IAM Advisory
Pennsylvania
$4.09M -$80.9K -472 -2%
CP
3292
Capital Planning
Washington
$4.09M +$337K +1,966 +9%
PO
3293
Private Ocean
California
$4.09M -$23.6M -137,855 -85%
MFA
3294
McClarren Financial Advisors
Pennsylvania
$4.09M -$52K -303 -1%
HA
3295
Hofer & Associates
California
$4.08M +$57.4K +335 +1%
NWA
3296
New World Advisors
Massachusetts
$4.07M -$117K -682 -3%
SI
3297
Symmetry Investments
Jersey
$4.07M -$5.29M -30,826 -56%
LWAM
3298
Legacy Wealth Asset Management
Minnesota
$4.07M +$590K +3,442 +17%
CA
3299
Carson Advisory
Georgia
$4.06M -$49.2K -287 -1%
PHAM
3300
Palisades Hudson Asset Management
Florida
$4.05M -$101K -587 -2%