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 %
FFWA
3901
Forthright Family Wealth Advisory
Texas
$2.21M +$11.8K +69 +0.5%
CCA
3902
Cottonwood Capital Advisors
Utah
$2.21M -$174K -1,009 -7%
OFS
3903
Orrstown Financial Services
Pennsylvania
$2.21M +$60K +350 +3%
PFT
3904
Providence First Trust
Arizona
$2.21M
AA
3905
Acorns Advisers
California
$2.21M +$865K +5,041 +64%
CWA
3906
Consilio Wealth Advisors
Washington
$2.21M +$59.5K +347 +3%
MPCA
3907
Madison Park Capital Advisors
Washington
$2.21M -$135K -788 -6%
OA
3908
Operose Advisors
Wisconsin
$2.2M +$752K +4,385 +52%
PWM
3909
Pinnacle Wealth Management
California
$2.2M -$508K -2,965 -19%
FP
3910
Fiduciary Planning
Florida
$2.2M +$243K +1,419 +12%
DM
3911
Delphi Management
Massachusetts
$2.2M -$38.6K -225 -2%
HIA
3912
HTG Investment Advisors
Connecticut
$2.2M -$497K -2,900 -18%
ONSWM
3913
Old North State Wealth Management
North Carolina
$2.2M +$152K +888 +7%
WFP
3914
Wrenne Financial Planning
Kentucky
$2.19M +$189K +1,101 +9%
CCA
3915
Clarity Capital Advisors
Florida
$2.19M
FPWM
3916
FSB Premier Wealth Management
Iowa
$2.18M -$22.8K -133 -1%
GPW
3917
Gray Private Wealth
Massachusetts
$2.18M +$2.18M +12,730 New
DW
3918
Dodds Wealth
Colorado
$2.18M +$134K +784 +7%
WIM
3919
Waycross Investment Management
Washington
$2.18M +$34.5K +201 +2%
KSWWM
3920
Keyes Stange & Wooten Wealth Management
Florida
$2.18M -$104K -604 -5%
RWMH
3921
Riverpoint Wealth Management Holdings
Illinois
$2.18M -$8.4K -49 -0.4%
MAM
3922
Marquette Asset Management
Minnesota
$2.18M +$13.4K +78 +0.6%
IPW
3923
Intergy Private Wealth
Colorado
$2.18M -$45.6K -266 -2%
AW
3924
Avion Wealth
Texas
$2.18M -$173K -1,009 -7%
BFA
3925
Brendel Financial Advisors
New Hampshire
$2.18M +$20.9K +122 +1%