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 %
NFA
3451
Northern Financial Advisors
Michigan
$3.49M -$418K -2,436 -11%
TW
3452
Towerpoint Wealth
California
$3.49M +$205K +1,195 +6%
AWM
3453
Alterna Wealth Management
Texas
$3.48M +$433K +2,527 +14%
BWA
3454
BlueChip Wealth Advisors
Georgia
$3.48M -$600K -3,496 -15%
EL
3455
EWA LLC
Pennsylvania
$3.46M +$1.91M +10,411 +122%
IFS
3456
Intelligent Financial Strategies
Minnesota
$3.46M +$171 +1 +0%
KCM
3457
Kendall Capital Management
Maryland
$3.46M -$22.1K -129 -0.6%
ML
3458
Mayport LLC
Massachusetts
$3.46M +$7.2K +42 +0.2%
EA
3459
Emerald Advisors
Washington
$3.44M +$25.9K +151 +0.8%
RWM
3460
Ruedi Wealth Management
Illinois
$3.44M +$10.6K +62 +0.3%
MAM
3461
Mainsail Asset Management
Alabama
$3.44M +$2.57K +15 +0.1%
TA
3462
Trivest Advisors
Hong Kong
$3.43M +$3.43M +20,000 New
SLT
3463
St Louis Trust
Missouri
$3.42M +$62.4K +363 +2%
PFM
3464
Phillips Financial Management
Indiana
$3.42M -$190K -1,109 -5%
PFA
3465
Peak Financial Advisors
Colorado
$3.41M +$395K +2,301 +13%
JWWM
3466
Johnson & White Wealth Management
Pennsylvania
$3.41M -$1.72K -10 -0.1%
RIS
3467
Retirement Income Solutions
Michigan
$3.41M +$156K +907 +5%
T
3468
TNF
Montana
$3.41M -$39.4K -233 -1%
HA
3469
HC Advisors
Georgia
$3.41M -$40.1K -234 -1%
BG
3470
Benedetti & Gucer
Georgia
$3.4M -$321K -1,871 -9%
BCM
3471
Birmingham Capital Management
Alabama
$3.39M -$5.14K -30 -0.2%
EPA
3472
Element Pointe Advisors
Florida
$3.39M -$83.9K -489 -2%
RI
3473
Rinkey Investments
California
$3.39M +$58.5K +341 +2%
BWM
3474
BCGM Wealth Management
Indiana
$3.39M +$30.4K +177 +0.9%
OWG
3475
Oxford Wealth Group
Florida
$3.38M +$3.38M +19,712 New