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 %
WFO
3726
Wealthgate Family Office
Colorado
$2.67M
CFG
3727
CKW Financial Group
Hawaii
$2.67M +$17.5K +103 +0.7%
AHL
3728
Abel Hall LLC
Louisiana
$2.67M -$267K -1,555 -9%
PCM
3729
Pointe Capital Management
Michigan
$2.66M +$1.54K +9 +0.1%
SA
3730
Scarborough Advisors
Maryland
$2.66M -$293K -1,708 -10%
BG
3731
Bollard Group
Massachusetts
$2.66M +$3.6K +21 +0.1%
LWM
3732
Lionsbridge Wealth Management
Florida
$2.65M -$3.09K -18 -0.1%
ACP
3733
Arcus Capital Partners
Georgia
$2.64M -$58.3K -340 -2%
WAM
3734
Werlinich Asset Management
Connecticut
$2.64M -$32.9K -190 -1%
RB
3735
Renasant Bank
Mississippi
$2.64M -$36.9K -215 -1%
PWP
3736
Precedent Wealth Partners
Texas
$2.64M -$51.4K -300 -2%
KLI
3737
Kelman-Lazarov Inc
Tennessee
$2.64M -$83.9K -489 -3%
VBWMG
3738
Von Berge Wealth Management Group
California
$2.63M -$70K -408 -3%
M
3739
MYeCFO
California
$2.63M +$64.5K +376 +3%
KHCM
3740
Kirtland Hills Capital Management
Ohio
$2.63M +$2.63M +14,393 New
FA
3741
FDx Advisors
Illinois
$2.63M -$5.62M -32,753 -68%
2L
3742
25 LLC
Missouri
$2.63M +$514 +3 +0%
OS
3743
Objectivity Squared
South Carolina
$2.62M -$15.3K -91 -0.6%
RFP
3744
RCS Financial Planning
Maryland
$2.62M +$86.3K +503 +3%
GSAM
3745
Grant Street Asset Management
Pennsylvania
$2.61M -$3.09K -18 -0.1%
BF
3746
Brogan Financial
Tennessee
$2.61M +$139K +809 +6%
SFP
3747
Sterling Financial Planning
New Jersey
$2.61M -$48K -280 -2%
WFPG
3748
Waller Financial Planning Group
Ohio
$2.61M -$132K -767 -5%
SCM
3749
Saxony Capital Management
Missouri
$2.6M -$90.9K -530 -3%
HSG
3750
Helen Stephens Group
Texas
$2.6M +$23.3K +136 +0.9%