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 %
RWM
3951
Refined Wealth Management
Utah
$2.1M -$44.4K -259 -2%
M1FG
3952
Mach-1 Financial Group
Arkansas
$2.09M -$831K -4,843 -28%
PWAC
3953
Private Wealth Advisors (California)
California
$2.09M
HIM
3954
Hanlon Investment Management
New Jersey
$2.09M -$419K -2,442 -17%
GFL
3955
Granite FO LLC
New Hampshire
$2.09M
TWA
3956
Talisman Wealth Advisors
New Jersey
$2.09M +$27.6K +161 +1%
HFF
3957
Halter Ferguson Financial
Indiana
$2.09M -$292K -1,703 -12%
SC
3958
Swan Capital
Florida
$2.08M -$58.3K -340 -3%
NCFG
3959
New Century Financial Group
New Jersey
$2.07M -$592K -3,455 -22%
AA
3960
AJ Advisors
Tennessee
$2.07M -$14.2K -83 -0.7%
WIP
3961
WealthCare Investment Partners
Rhode Island
$2.07M +$102K +596 +5%
B
3962
Barings
North Carolina
$2.06M -$204K -1,191 -9%
RI
3963
RWWM Inc
California
$2.06M +$235K +1,368 +13%
SPIO
3964
Seven Post Investment Office
California
$2.05M -$163K -950 -7%
HEIP
3965
Hudson Edge Investment Partners
New Jersey
$2.05M -$155K -904 -7%
RCIM
3966
Red Cedar Investment Management
Michigan
$2.04M -$2.56M -14,935 -56%
OFP
3967
OLIO Financial Planning
Virginia
$2.04M
XSC
3968
X-Square Capital
Puerto Rico
$2.03M +$18.6K +109 +0.9%
CPA
3969
Clear Point Advisors
New York
$2.03M +$3.77K +22 +0.2%
RIA
3970
Richwood Investment Advisors
Ohio
$2.03M
MSWMA
3971
Market Street Wealth Management Advisors
Indiana
$2.03M -$172K -1,002 -8%
EWM
3972
Evergreen Wealth Management
Michigan
$2.03M
BWM
3973
Blossom Wealth Management
California
$2.03M +$49K +286 +2%
MTC
3974
Matrix Trust Company
Colorado
$2.02M -$10.5K -61 -0.5%
MSWM
3975
Mowery & Schoenfeld Wealth Management
Illinois
$2.01M -$32.6K -190 -2%