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 %
GJIA
3501
Glass Jacobson Investment Advisors
Maryland
$3.31M -$153K -891 -4%
HWMG
3502
Hurlow Wealth Management Group
Indiana
$3.31M -$2.4K -14 -0.1%
SFA
3503
Source Financial Advisors
New York
$3.31M -$495K -2,888 -13%
FP
3504
Factorial Partners
New York
$3.31M -$1.38M -8,060 -29%
PWM
3505
Praetorian Wealth Management
California
$3.31M -$1.89K -11 -0.1%
NI
3506
NCP Inc
California
$3.31M +$3.31M +19,288 New
PWMG
3507
Private Wealth Management Group
New Jersey
$3.3M +$97.7K +570 +3%
TCM
3508
Tradewinds Capital Management
Washington
$3.3M +$3.77K +22 +0.1%
AWMT
3509
AAFMAA Wealth Management & Trust
North Carolina
$3.3M +$683K +3,982 +26%
RWRC
3510
R.W. Roge & Company
New York
$3.3M -$111K -650 -3%
TVAMP
3511
Tennessee Valley Asset Management Partners
Tennessee
$3.3M -$3.17M -18,499 -49%
BWCS
3512
Beirne Wealth Consulting Services
Connecticut
$3.3M -$696K -4,061 -17%
WPW
3513
Watershed Private Wealth
Illinois
$3.29M +$33.8K +197 +1%
MPPLM
3514
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.28M -$795K -4,635 -19%
KCM
3515
Kaye Capital Management
California
$3.28M -$165K -963 -5%
RG
3516
Richelieu Gestion
France
$3.28M +$1.73M +10,099 +112%
TC
3517
Trust Company
Kansas
$3.28M -$34.6K -202 -1%
GPWA
3518
Great Point Wealth Advisors
Massachusetts
$3.28M +$72K +420 +2%
PSIWM
3519
Paradigm Strategies in Wealth Management
Minnesota
$3.27M -$16.3K -95 -0.5%
WCM
3520
Washburn Capital Management
Florida
$3.27M -$346K -2,020 -10%
BSAM
3521
Blue Square Asset Management
New York
$3.27M -$126K -734 -4%
FC
3522
FCA Corp
Texas
$3.27M -$69.1K -403 -2%
CCM
3523
CAAS Capital Management
New York
$3.27M +$2.73M +15,948 +515%
WAM
3524
Worth Asset Management
Texas
$3.27M -$245K -1,428 -7%
LA
3525
Lane & Associates
New Jersey
$3.26M +$214K +1,246 +7%