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 %
SC
3926
Steph & Co
Wisconsin
$2.17M +$78.5K +458 +4%
VCS
3927
Vaughan & Co Securities
New Jersey
$2.16M -$14.4K -84 -0.7%
WFA
3928
West Financial Advisors
Iowa
$2.16M
SAMC
3929
Spectrum Asset Management (California)
California
$2.16M -$1.25M -7,315 -37%
B
3930
Birchbrook
Maine
$2.16M +$7.89K +46 +0.4%
TA
3931
TrueWealth Advisors
Alabama
$2.16M +$115K +670 +6%
RS
3932
Retirement Solution
Washington
$2.16M -$188K -1,095 -8%
VFG
3933
Victory Financial Group
Texas
$2.15M -$282K -1,643 -12%
PWM
3934
Provident Wealth Management
Tennessee
$2.15M -$123K -717 -5%
AFO
3935
Arrowroot Family Office
California
$2.15M +$47K +274 +2%
FFA
3936
Frazier Financial Advisors
Ohio
$2.15M -$35.7K -208 -2%
VBFP
3937
Valtinson Bruner Financial Planning
Minnesota
$2.15M -$74.1K -432 -3%
GCP
3938
Gill Capital Partners
Colorado
$2.15M -$23.8K -140 -1%
NPI
3939
New Perspectives Inc
Mississippi
$2.14M +$2.14M +12,500 New
MAA
3940
Mraz Amerine & Associates
California
$2.14M -$74.8K -436 -3%
MWM
3941
Mittelman Wealth Management
Massachusetts
$2.14M +$2.14M +12,481 New
WCM
3942
Wallace Capital Management
Texas
$2.14M -$51.4K -300 -2%
RAM
3943
Readystate Asset Management
Illinois
$2.13M +$2.13M +12,441 New
HC
3944
Hara Capital
Washington
$2.12M -$686 -4 -0%
UCB
3945
United Community Bank
South Carolina
$2.12M -$1.73M -10,095 -45%
SFM
3946
Systematic Financial Management
New Jersey
$2.12M
AIA
3947
Angeles Investment Advisors
California
$2.11M -$2.82M -16,425 -57%
AWM
3948
Arista Wealth Management
Nevada
$2.11M -$2.65M -15,476 -56%
AA
3949
AlphaMark Advisors
Kentucky
$2.11M -$28.1K -164 -1%
BWA
3950
Beam Wealth Advisors
Louisiana
$2.1M +$104K +605 +5%