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 %
DF
3476
Donoghue Forlines
Massachusetts
$3.38M +$1.05M +6,124 +45%
RCM
3477
Ridgepath Capital Management
Tennessee
$3.38M +$2.32M +13,558 +221%
SSCM
3478
Spectrum Strategic Capital Management
Oregon
$3.37M -$686 -4 -0%
AWAP
3479
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.37M -$56.9K -332 -2%
LI
3480
LVZ Inc
Michigan
$3.37M +$31K +181 +0.9%
IWS
3481
Integrity Wealth Solutions
Colorado
$3.37M -$45.4K -265 -1%
MPAM
3482
Murphy Pohlad Asset Management
Minnesota
$3.37M -$370K -2,155 -10%
SGA
3483
Sustainable Growth Advisers
Connecticut
$3.35M
BBPWM
3484
Blue Bell Private Wealth Management
Pennsylvania
$3.35M +$31.9K +186 +1%
FWM
3485
Fonville Wealth Management
Virginia
$3.35M -$251K -1,464 -7%
IWP
3486
Invenio Wealth Partners
Florida
$3.34M -$6.17K -36 -0.2%
CA
3487
Cumberland Advisors
Florida
$3.34M
ACGA
3488
Atlanta Consulting Group Advisors
Georgia
$3.34M +$3.34M +19,474 New
AWM
3489
Aspire Wealth Management
Massachusetts
$3.34M -$73.2K -427 -2%
IAM
3490
Infusive Asset Management
New York
$3.34M +$3.34M +19,468 New
PCMF
3491
Private Capital Management (Florida)
Florida
$3.33M +$508K +2,960 +18%
DL
3492
DOHJ LLC
Washington
$3.33M -$857 -5 -0%
RWM
3493
Revisor Wealth Management
Ohio
$3.33M +$2.06M +11,313 +162%
PAG
3494
Paladin Advisory Group
Iowa
$3.33M -$120K -707 -3%
SSW
3495
Stone Summit Wealth
Florida
$3.32M -$179K -1,041 -5%
KCIC
3496
Kuhn & Co Investment Counsel
Illinois
$3.32M -$83.2K -485 -2%
JGIA
3497
Jackson Grant Investment Advisers
Connecticut
$3.32M -$29K -169 -0.9%
T
3498
TCWP
Ohio
$3.32M -$63.1K -368 -2%
WFM
3499
Wolff Financial Management
Michigan
$3.32M +$365K +2,130 +12%
OFA
3500
Oak Family Advisors
Illinois
$3.32M -$388K -2,263 -10%