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 %
OFS
3851
Oldfather Financial Services
Nebraska
$2.34M -$747K -4,359 -24%
RCYC
3852
Richard C. Young & Co
Rhode Island
$2.34M +$2.34M +13,660 New
FWM
3853
Forza Wealth Management
Florida
$2.34M -$68.6K -400 -3%
AFG
3854
AFS Financial Group
Maryland
$2.34M -$7.08M -41,299 -75%
SCM
3855
Stonehearth Capital Management
Massachusetts
$2.34M -$28.3K -165 -1%
TCM
3856
Triumph Capital Management
Colorado
$2.34M +$1.05M +6,195 +82%
GFP
3857
Guardian Financial Partners
California
$2.34M -$62.1K -362 -3%
KAM
3858
KEB Asset Management
Illinois
$2.33M +$181K +1,058 +8%
AGP
3859
Autumn Glory Partners
Texas
$2.32M
SI
3860
Shaker Investments
Ohio
$2.32M +$1.91M +11,119 +463%
MWA
3861
Motive Wealth Advisors
Michigan
$2.32M +$927K +5,407 +67%
PWM
3862
Penobscot Wealth Management
Maine
$2.31M -$1.84M -10,712 -44%
IA
3863
Inspire Advisors
Idaho
$2.31M -$91.1K -531 -4%
FAM
3864
Fenimore Asset Management
New York
$2.31M
CWM
3865
Compass Wealth Management
Connecticut
$2.31M +$597K +3,484 +35%
SHWM
3866
Smith & Howard Wealth Management
Georgia
$2.3M -$195K -1,140 -8%
LK
3867
Lumbard & Kellner
New Hampshire
$2.3M -$3.43K -20 -0.1%
VIA
3868
Virtus Investment Advisers
Connecticut
$2.3M +$469K +2,733 +26%
CWA
3869
Capital Wealth Alliance
Arizona
$2.29M -$113K -660 -5%
EP
3870
Elkhorn Partners
Nebraska
$2.29M -$284K -1,655 -11%
HWA
3871
Heartwood Wealth Advisors
Virginia
$2.29M +$2.06K +12 +0.1%
AWM
3872
Avondale Wealth Management
Texas
$2.29M +$433K +2,526 +23%
FWA
3873
FSC Wealth Advisors
New York
$2.29M -$1.54K -9 -0.1%
DM
3874
Diker Management
New York
$2.28M
MWC
3875
MBM Wealth Consultants
Missouri
$2.28M +$98.6K +575 +5%