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 %
CWMU
3651
Caliber Wealth Management (Utah)
Utah
$2.9M +$35.5K +207 +1%
VFP
3652
Verus Financial Partners
Virginia
$2.89M -$190K -1,110 -6%
R
3653
Rebalance
California
$2.89M -$77.2K -450 -3%
PS
3654
Planned Solutions
California
$2.89M +$16.8K +98 +0.6%
OCG
3655
Opus Capital Group
Ohio
$2.89M +$1.03K +6 +0%
SWA
3656
Strata Wealth Advisors
Texas
$2.89M +$689K +4,018 +31%
CMANY
3657
Capital Management Associates (New York)
New York
$2.88M -$274K -1,595 -9%
IAMOG
3658
Investors Asset Management of Georgia
Georgia
$2.88M -$61.2K -357 -2%
AWM
3659
AllSquare Wealth Management
New York
$2.88M -$34.3K -200 -1%
TAM
3660
Tucker Asset Management
Colorado
$2.88M +$148K +865 +5%
JTWM
3661
Jackson Thornton Wealth Management
Alabama
$2.88M -$84.5K -493 -3%
ICP
3662
Interchange Capital Partners
Pennsylvania
$2.88M +$179K +1,086 +7%
DFS
3663
Dixon Fnancial Services
California
$2.87M -$34.3K -200 -1%
TCMP
3664
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.87M -$834K -4,866 -23%
JIC
3665
JRM Investment Counsel
Nebraska
$2.87M +$34.5K +201 +1%
NMM
3666
Naples Money Management
Florida
$2.87M -$215K -1,255 -7%
CFC
3667
Coyle Financial Counsel
Illinois
$2.87M +$10.6K +62 +0.4%
GIM
3668
Greylin Investment Management
Virginia
$2.87M +$10.5K +61 +0.4%
CNB
3669
Camden National Bank
Maine
$2.86M -$227K -1,321 -7%
IRC
3670
Investors Research Corp
Georgia
$2.86M -$108K -627 -4%
VFG
3671
V2 Financial group
Illinois
$2.85M +$275K +1,601 +11%
CA
3672
Crane Advisory
California
$2.85M +$36.8K +218 +1%
WAM
3673
WealthTrust Asset Management
Florida
$2.85M -$164K -958 -5%
BFA
3674
Bright Financial Advisors
Michigan
$2.84M +$2.84M +16,541 New
AWS
3675
Aspen Wealth Strategies
Colorado
$2.84M -$122K -710 -4%