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 %
BDFN
3626
Bond & Devick Financial Network
Minnesota
$2.97M -$8.92K -52 -0.3%
CFO
3627
Colony Family Offices
North Carolina
$2.97M -$281K -1,641 -9%
TAM
3628
Todd Asset Management
Kentucky
$2.97M
FFA
3629
Florida Financial Advisors
Florida
$2.97M +$586K +3,415 +25%
VCM
3630
Versant Capital Management
Arizona
$2.96M -$404K -2,358 -12%
RW
3631
Regimen Wealth
Georgia
$2.96M +$13K +76 +0.4%
SPP
3632
Single Point Partners
Massachusetts
$2.96M +$31.2K +182 +1%
CFS
3633
Commonwealth Financial Services
West Virginia
$2.95M
FGG
3634
Financial Guidance Group
Florida
$2.95M
EP
3635
EPIQ Partners
Minnesota
$2.95M +$319K +1,862 +12%
SCI
3636
Stableford Capital II
Arizona
$2.94M +$10.1K +59 +0.3%
WSWA
3637
Warren Street Wealth Advisors
California
$2.94M +$80.4K +469 +3%
GPA
3638
Guerra Pan Advisors
New Jersey
$2.93M -$1.65M -9,611 -36%
WWP
3639
Waypoint Wealth Partners
California
$2.93M +$1.2M +7,022 +70%
PMG
3640
Private Management Group
California
$2.93M -$76.5K -446 -3%
EHWM
3641
Eads & Heald Wealth Management
Georgia
$2.93M -$196K -1,141 -6%
NCTC
3642
New Covenant Trust Company
Indiana
$2.93M +$2.93M +17,104 New
HWMA
3643
Heritage Wealth Management (Arizona)
Arizona
$2.92M -$97.1K -566 -3%
CM
3644
Crestline Management
Texas
$2.92M +$2.92M +17,000 New
SM
3645
Sensible Money
Arizona
$2.91M -$98.4K -574 -3%
CIA
3646
Caerus Investment Advisors
Texas
$2.91M -$163K -950 -5%
HHGA
3647
Halbert Hargrove Global Advisors
California
$2.91M -$240K -1,401 -8%
AIA
3648
Affinity Investment Advisors
California
$2.9M -$383K -2,236 -12%
SWM
3649
SilverOak Wealth Management
Minnesota
$2.9M -$46.1K -269 -2%
RSWA
3650
Robinson Smith Wealth Advisors
Maine
$2.9M -$799K -4,657 -22%