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 %
CPL
3551
CAP Partners LLC
Tennessee
$3.19M -$101K -590 -3%
SIM
3552
Sterling Investment Management
Arizona
$3.19M -$53.7K -313 -2%
CFO
3553
Callan Family Office
Pennsylvania
$3.19M -$832K -4,851 -21%
SWM
3554
StoneCrest Wealth Management
Arizona
$3.19M -$504K -2,941 -14%
FCM
3555
Fortis Capital Management
Washington
$3.19M +$349K +2,034 +12%
FCG
3556
Fielder Capital Group
Tennessee
$3.19M +$92.9K +542 +3%
JJBC
3557
James J. Burns & Company
New York
$3.18M -$8.1M -47,975 -72%
CWA
3558
CJM Wealth Advisers
Virginia
$3.18M +$17.1K +100 +0.5%
RS
3559
Rakuten Securities
Japan
$3.17M +$1.4M +8,139 +79%
NFP
3560
Narus Financial Partners
Utah
$3.17M -$45.1K -263 -1%
MMM
3561
Mendel Money Management
Illinois
$3.16M +$10.1K +59 +0.3%
GAM
3562
GEM Asset Management
Michigan
$3.15M -$15.8K -94 -0.5%
CBC
3563
Coombe, Bender & Co
New York
$3.15M -$449K -2,621 -12%
GFG
3564
Goldstone Financial Group
Illinois
$3.15M -$29.3K -171 -0.9%
CAM
3565
CPA Asset Management
Florida
$3.15M +$6.17K +36 +0.2%
WAOI
3566
Wealth Advisors of Iowa
Iowa
$3.15M -$85.2K -497 -3%
JGUA
3567
John G. Ullman & Associates
New York
$3.15M +$34.3K +200 +1%
GSC
3568
G&S Capital
Colorado
$3.14M -$25K -146 -0.8%
TCM
3569
Tributary Capital Management
Nebraska
$3.13M -$94.3K -550 -3%
CWM
3570
Campbell Wealth Management
Virginia
$3.13M +$356K +2,077 +13%
AI
3571
Arvest Investments
Arkansas
$3.13M +$124K +721 +4%
GGA
3572
Granite Group Advisors
Connecticut
$3.13M
BMD
3573
Better Money Decisions
New Mexico
$3.12M +$26.1K +152 +0.8%
PA
3574
Paragon Advisors
Texas
$3.12M +$822K +4,793 +36%
HIG
3575
Heritage Investment Group
Florida
$3.11M +$1.05M +6,126 +51%