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 %
EC
3301
EdgeRock Capital
Colorado
$4.04M +$98.3K +573 +2%
LC
3302
Legacy CG
Texas
$4.03M +$712K +4,154 +21%
PWM
3303
Peterson Wealth Management
Nevada
$4.03M +$2.07M +12,069 +105%
CFAM
3304
Center For Asset Management
Florida
$4.03M +$302K +1,760 +8%
VP
3305
Verum Partners
North Carolina
$4.01M -$64.8K -378 -2%
MWPCG
3306
Measured Wealth Private Client Group
New Hampshire
$4.01M -$739K -4,311 -16%
NRC
3307
New Republic Capital
North Carolina
$4M +$149K +871 +4%
GITFIT
3308
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$4M +$732K +4,269 +22%
SC
3309
Seldon Capital
California
$3.99M
SWRP
3310
Summit Wealth & Retirement Planning
California
$3.99M +$1.38M +8,027 +53%
RC
3311
Rovin Capital
Arizona
$3.98M +$267K +1,560 +7%
BWM
3312
Birchcreek Wealth Management
Ohio
$3.98M +$138K +802 +4%
OWA
3313
Outlook Wealth Advisors
Texas
$3.97M -$10.3K -60 -0.3%
HS
3314
Horan Securities
United States
$3.97M +$271K +1,583 +7%
RAM
3315
Roanoke Asset Management
New Jersey
$3.97M -$3.43K -20 -0.1%
SW
3316
Signify Wealth
Missouri
$3.97M -$285K -1,660 -7%
TW
3317
Traveka Wealth
California
$3.97M -$2.15M -12,518 -35%
MAG
3318
MRA Advisory Group
New Jersey
$3.96M -$1.16M -6,785 -23%
GC
3319
Gould Capital
Washington
$3.96M -$565K -3,293 -12%
PIAS
3320
PCA Investment Advisory Services
Ohio
$3.95M +$645K +3,763 +20%
VFM
3321
Viking Fund Management
North Dakota
$3.94M +$514K +3,000 +15%
WFA
3322
WMG Financial Advisors
Tennessee
$3.94M +$536K +3,127 +16%
RG
3323
Retirement Group
California
$3.94M -$29.2K -170 -0.7%
NJBEST
3324
New Jersey Better Educational Savings Trust
New Jersey
$3.93M
AWC
3325
Adamsbrown Wealth Consultants
Kansas
$3.93M +$14.9K +87 +0.4%