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 %
OCM
3801
Olstein Capital Management
New York
$2.49M
PWMG
3802
Pinnacle Wealth Management Group
Michigan
$2.49M -$20.9K -122 -0.8%
GAM
3803
Garrison Asset Management
Arkansas
$2.48M -$36.5K -213 -1%
RPCA
3804
Running Point Capital Advisors
California
$2.48M -$689K -4,018 -22%
WWM
3805
WJ Wealth Management
Arizona
$2.48M +$91.9K +536 +4%
PIA
3806
Pinion Investment Advisors
Kansas
$2.48M -$1.89K -11 -0.1%
WAG
3807
Wallace Advisory Group
California
$2.48M -$313K -1,628 -11%
AFGAS
3808
Allegiance Financial Group Advisory Services
Virginia
$2.46M -$56.6K -330 -2%
NC
3809
Napatree Capital
Rhode Island
$2.45M -$12.6K -74 -0.5%
CAGAS
3810
Capital Advisory Group Advisory Services
Minnesota
$2.45M -$100K -585 -4%
ODA
3811
One Degree Advisors
California
$2.45M -$19.9K -116 -0.8%
SAI
3812
Savvy Advisors Inc
New York
$2.44M +$873K +5,093 +56%
KIA
3813
KLR Investment Advisors
Rhode Island
$2.44M -$24.4K -147 -1%
SSWG
3814
Seven Springs Wealth Group
Tennessee
$2.44M +$1.03K +6 +0%
TLA
3815
Tanglewood Legacy Advisors
Texas
$2.44M +$214K +1,249 +10%
MWA
3816
MN Wealth Advisors
Kansas
$2.44M +$4.63K +27 +0.2%
MAWAG
3817
Mid-American Wealth Advisory Group
Missouri
$2.43M +$509K +2,967 +26%
PFG
3818
PAX Financial Group
Texas
$2.43M +$135K +786 +6%
GIM
3819
Greenwich Investment Management
Connecticut
$2.43M -$4.12K -24 -0.2%
HP
3820
Holistic Planning
Texas
$2.43M -$109K -638 -4%
MPW
3821
MA Private Wealth
California
$2.42M +$4.8K +28 +0.2%
WMWM
3822
Whitaker-Myers Wealth Managers
Ohio
$2.42M +$411K +2,399 +21%
KWA
3823
Kellett Wealth Advisors
Ohio
$2.42M -$31.4K -183 -1%
CSWG
3824
Cardinal Strategic Wealth Guidance
Kentucky
$2.41M -$789K -4,604 -25%
LC
3825
Longitude (Cayman)
Cayman Islands
$2.41M +$514K +3,000 +27%