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 %
RIP
3751
RAM Investment Partners
Washington
$2.6M +$556K +3,244 +27%
AL
3752
ADE LLC
Maryland
$2.6M -$10.3K -60 -0.4%
PG
3753
Prostatis Group
Maryland
$2.59M +$198K +1,156 +8%
AR
3754
Apeiron RIA
Texas
$2.59M +$322K +1,877 +14%
BFA
3755
Buttonwood Financial Advisors
Maryland
$2.59M -$132K -767 -5%
UFA
3756
US Financial Advisors
Massachusetts
$2.58M +$39.3K +229 +2%
EA
3757
Echo45 Advisors
California
$2.58M +$826K +4,818 +47%
AGA
3758
Arkos Global Advisors
Texas
$2.58M +$53K +309 +2%
VAG
3759
VisionPoint Advisory Group
Texas
$2.57M +$697K +4,063 +37%
RA
3760
Riverstone Advisors
Texas
$2.57M +$13.7K +80 +0.5%
DWM
3761
Dopkins Wealth Management
New York
$2.57M +$895K +5,219 +54%
SFPG
3762
Stonebridge Financial Planning Group
Florida
$2.56M -$17.3K -101 -0.7%
FWA
3763
FOCUS Wealth Advisors
Texas
$2.56M +$133K +775 +5%
VR
3764
Valued Retirements
Texas
$2.56M +$1.54K +9 +0.1%
PIA
3765
Powell Investment Advisors
Florida
$2.55M +$171 +1 +0%
CFGSD
3766
Compass Financial Group (South Dakota)
South Dakota
$2.55M +$93.1K +543 +4%
SG
3767
Sharper & Granite
California
$2.55M -$230K -1,358 -8%
CWA
3768
CM Wealth Advisors
Ohio
$2.55M +$1.57M +8,603 +160%
YCM
3769
Yost Capital Management
Texas
$2.55M +$166K +970 +7%
CGA
3770
Channing Global Advisors
Florida
$2.55M -$14.4K -84 -0.6%
PCM
3771
Prelude Capital Management
New York
$2.55M +$2.55M +14,855 New
PWM
3772
Prentice Wealth Management
New York
$2.54M +$213K +1,240 +9%
BAM
3773
Blueshift Asset Management
New Jersey
$2.54M +$2.54M +14,811 New
BCP
3774
Berkeley Capital Partners
Georgia
$2.54M -$23.5K -137 -0.9%
SCP
3775
Stamos Capital Partners
California
$2.53M -$105K -610 -4%