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 %
RWA
3976
Rooted Wealth Advisors
Illinois
$2.01M +$45.1K +267 +2%
WFL
3977
Wealth Forward LLC
North Dakota
$2.01M -$19.2K -112 -0.9%
FS
3978
Financial Symmetry
North Carolina
$2.01M +$49.4K +288 +3%
SLFPAM
3979
St. Louis Financial Planners Asset Management
Missouri
$2.01M +$185K +1,089 +10%
FPIS
3980
Financial Planning & Information Services
Wisconsin
$2.01M -$27.1K -158 -1%
FFL
3981
Financial Freedom LLC
Ohio
$2.01M +$2.06K +12 +0.1%
LA
3982
Lakeside Advisors
Washington
$2.01M -$8.75K -51 -0.4%
HA
3983
HHLR Advisors
Cayman Islands
$2.01M +$2.01M +11,700 New
VWM
3984
VCI Wealth Management
Missouri
$2M +$21.4K +125 +1%
BFS
3985
Burr Financial Services
California
$2M +$63.8K +350 +3%
AIM
3986
AMI Investment Management
Indiana
$1.99M -$76.5K -446 -4%
WWM
3987
Whalen Wealth Management
Nevada
$1.99M +$902K +5,260 +83%
MA
3988
MKT Advisors
California
$1.98M +$7.72K +46 +0.4%
SWM
3989
Sterling Wealth Management
Illinois
$1.98M +$5.83K +34 +0.3%
RFP
3990
Roth Financial Partners
Texas
$1.98M
AAIM
3991
Asset Advisors Investment Management
Georgia
$1.98M +$5.14K +30 +0.3%
WN
3992
Williams & Novak
California
$1.98M
LAI
3993
Legal Advantage Investments
California
$1.98M
CCM
3994
Cohen Capital Management
California
$1.98M +$290K +1,692 +17%
IDBONY
3995
Israel Discount Bank of New York
New York
$1.97M -$768K -4,481 -28%
MFG
3996
Monte Financial Group
Connecticut
$1.97M -$8.4K -49 -0.4%
BIG
3997
Builder Investment Group
Georgia
$1.97M -$11.8K -69 -0.6%
DWAM
3998
Duncan Williams Asset Management
Tennessee
$1.96M +$1.96M +11,439 New
CFA
3999
Camarda Financial Advisors
Florida
$1.96M -$108K -628 -5%
PTCG
4000
Pring Turner Capital Group
California
$1.96M