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 %
CCM
3826
Cinctive Capital Management
New York
$2.4M +$2.4M +14,013 New
GIM
3827
Groesbeck Investment Management
New Jersey
$2.4M
MAG
3828
M3 Advisory Group
Massachusetts
$2.4M +$319K +1,860 +15%
PWM
3829
Power Wealth Management
Georgia
$2.4M -$65.2K -380 -3%
SWM
3830
SFG Wealth Management
Maryland
$2.4M -$233K -1,360 -9%
LFDLE
3831
La Financiere de L'Echiquier
France
$2.39M +$501K +2,920 +27%
CWM
3832
Chicago Wealth Management
Illinois
$2.39M +$27.8K +162 +1%
BWM
3833
BlackDiamond Wealth Management
New York
$2.39M -$126K -734 -5%
BFS
3834
Burkett Financial Services
South Carolina
$2.38M -$39.8K -232 -2%
MWM
3835
Mosley Wealth Management
California
$2.38M -$105K -610 -4%
AWA
3836
Alaska Wealth Advisors
Alaska
$2.38M -$82.5K -481 -3%
WCM
3837
Weik Capital Management
Pennsylvania
$2.38M -$1.3M -7,595 -35%
BCM
3838
Barden Capital Management
Texas
$2.37M -$3.22M -18,788 -58%
SW
3839
SMART Wealth
Nebraska
$2.37M +$350K +2,039 +17%
MWM
3840
MinichMacGregor Wealth Management
New York
$2.37M -$153K -901 -6%
ADBIC
3841
A.D. Beadell Investment Counsel
Wisconsin
$2.37M -$112K -655 -5%
CFO
3842
Capitol Family Office
Oregon
$2.37M -$79.9K -466 -3%
HIC
3843
Harvey Investment Company
Kentucky
$2.36M +$857 +5 +0%
F4L
3844
Fortune 45 LLC
Louisiana
$2.36M -$8.23K -48 -0.3%
SFS
3845
Solitude Financial Services
Virginia
$2.36M -$4.31M -25,126 -65%
WIA
3846
Wetzel Investment Advisors
Indiana
$2.36M -$65.8K -394 -3%
MFT
3847
Moisand Fitzgerald Tamayo
Florida
$2.35M -$514 -3 -0%
GSWM
3848
Greenup Street Wealth Management
Michigan
$2.35M -$1.66M -9,696 -41%
ADIM
3849
Alpha DNA Investment Management
Maryland
$2.35M -$75.6K -441 -3%
PFA
3850
Professional Financial Advisors
Nebraska
$2.35M +$1.37K +8 +0.1%