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 %
LOIM
3401
Liberty One Investment Management
Illinois
$3.63M +$268K +1,561 +8%
MGAM
3402
McGowan Group Asset Management
Texas
$3.63M +$347K +2,026 +11%
FAM
3403
Family Asset Management
South Carolina
$3.63M -$38.9K -227 -1%
PFA
3404
Pathway Financial Advisors
Vermont
$3.62M -$378K -2,204 -9%
EWM
3405
Elevatus Welath Management
New York
$3.62M -$7.29M -42,537 -67%
AFA
3406
AA Financial Advisors
Ohio
$3.62M +$3.34M +19,470 +1,203%
HWM
3407
HRC Wealth Management
Idaho
$3.62M +$37.6K +219 +1%
UL
3408
Unionview LLC
Washington
$3.62M +$11.3K +66 +0.3%
MMHP
3409
Murphy Middleton Hinkle & Parker
Georgia
$3.61M -$382K -2,227 -10%
MSWM
3410
McGlone Suttner Wealth Management
Wisconsin
$3.6M -$120K -698 -3%
MUAMU
3411
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.6M -$857K -5,000 -19%
SCA
3412
Southern Capital Advisors
Tennessee
$3.6M +$56.2K +328 +2%
DAC
3413
Dividend Assets Capital
South Carolina
$3.6M -$90.5K -528 -2%
I
3414
IMPACTfolio
Colorado
$3.6M -$49.6K -289 -1%
SA
3415
SAM Advisors
California
$3.6M +$47.7K +278 +1%
WWM
3416
Wolff Wiese Magana
California
$3.59M -$441K -2,569 -11%
WF
3417
Whelan Financial
California
$3.59M +$290K +1,691 +9%
WCM
3418
Winthrop Capital Management
Indiana
$3.59M -$72.4K -422 -2%
WP
3419
Wealthspan Partners
Iowa
$3.58M -$503K -2,931 -12%
FH
3420
FWG Holdings
Florida
$3.58M +$73.5K +398 +2%
ACA
3421
Aspire Capital Advisors
Washington
$3.58M +$144K +840 +4%
MLA
3422
MB, Levis & Associates
Pennsylvania
$3.58M -$45.6K -266 -1%
SFC
3423
SYM Financial Corp
Indiana
$3.58M -$1.45M -8,456 -29%
DA
3424
Detalus Advisors
Missouri
$3.58M +$45.6K +266 +1%
MRWM
3425
ML&R Wealth Management
Texas
$3.58M -$394K -2,298 -10%