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 %
DA
3876
Drake & Associates
Wisconsin
$2.28M -$16.1K -94 -0.7%
TC
3877
Trilogy Capital
California
$2.27M +$482K +2,813 +27%
CWM
3878
CarsonAllaria Wealth Management
Illinois
$2.27M +$591K +3,449 +35%
ACMA
3879
Arbor Capital Management (Alaska)
Alaska
$2.27M -$149K -822 -6%
CKAIS
3880
Christensen King & Associates Investment Services
Washington
$2.26M -$78.9K -460 -3%
WF
3881
Warner Financial
Maryland
$2.26M +$1.72K +10 +0.1%
HIS
3882
Harvest Investment Services
Illinois
$2.26M -$400K -2,335 -15%
PCM
3883
Palouse Capital Management
Washington
$2.25M +$370K +2,159 +20%
NCMW
3884
Northern Capital Management (Washington)
Washington
$2.25M +$99.1K +578 +5%
EE
3885
EWG Elevate
California
$2.25M -$4.63K -27 -0.2%
CAM
3886
Concorde Asset Management
Michigan
$2.25M -$139K -811 -6%
SC
3887
Stephens Consulting
Michigan
$2.24M -$265K -1,545 -11%
BCM
3888
BluePath Capital Management
Georgia
$2.24M -$747K -4,356 -25%
FWM
3889
Fortress Wealth Management
California
$2.24M -$12.7K -74 -0.6%
CWA
3890
Core Wealth Advisors
Florida
$2.24M -$3.77K -22 -0.2%
CAM
3891
Cubic Asset Management
Massachusetts
$2.24M
BPGAM
3892
BTG Pactual Global Asset Management
Bermuda
$2.23M +$1.24M +7,252 +126%
S4W
3893
Solutions 4 Wealth
Texas
$2.23M -$130K -761 -6%
USWIA
3894
UP Strategic Wealth Investment Advisors
Pennsylvania
$2.23M -$21.4K -125 -1%
W
3895
WealthCollab
Washington
$2.23M +$1.22M +7,143 +122%
CPW
3896
Catalyst Private Wealth
California
$2.22M -$7.89K -46 -0.4%
SCP
3897
Sender Company & Partners
New York
$2.22M +$2.22M +12,934 New
CRA
3898
Clear Rock Advisors
Texas
$2.22M +$71.5K +417 +3%
CAG
3899
Curtis Advisory Group
California
$2.22M -$5.62M -32,751 -72%
C1AG
3900
Client 1st Advisory Group
Florida
$2.22M +$34.3K +200 +2%