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 %
USGIU
4001
U.S. Global Investors (USGI)
Texas
$1.95M +$1.95M +11,400 New
VIM
4002
Vista Investment Management
Pennsylvania
$1.95M -$38.2K -223 -2%
5SA
4003
5th Street Advisors
Connecticut
$1.95M -$11.3K -66 -0.6%
SWM
4004
Soundmark Wealth Management
Washington
$1.95M +$686 +4 +0%
SHFP
4005
Second Half Financial Partners
Florida
$1.95M +$36.9K +215 +2%
RWG
4006
Ratio Wealth Group
Colorado
$1.94M -$56.8K -331 -3%
CWM
4007
Cranbrook Wealth Management
Michigan
$1.94M +$2.92K +17 +0.2%
CAG
4008
Compass Advisory Group
New York
$1.94M -$12K -70 -0.6%
FFWM
4009
Future Financial Wealth Management
Ohio
$1.94M +$31K +181 +2%
CWM
4010
CCG Wealth Management
California
$1.94M +$163K +949 +9%
HFP
4011
Holistic Financial Partners
Indiana
$1.93M +$9.6K +56 +0.5%
VIM
4012
VELA Investment Management
Ohio
$1.93M +$36K +210 +2%
RFA
4013
RTD Financial Advisors
Pennsylvania
$1.92M +$218K +1,272 +13%
MFWM
4014
Motley Fool Wealth Management
Virginia
$1.92M -$40K -233 -2%
Cohen & Steers
4015
Cohen & Steers
New York
$1.91M -$152K -886 -7%
GKIM
4016
GW&K Investment Management
Massachusetts
$1.91M +$113K +660 +6%
PFG
4017
Pinnacle Financial Group
Illinois
$1.9M -$21.4K -125 -1%
MHR
4018
Matthew Hamilton Rosenberg
$1.9M -$96.9K -570 -5%
SPWG
4019
Sage Private Wealth Group
Illinois
$1.9M +$541K +3,154 +40%
SL
4020
Stevard LLC
Illinois
$1.89M
APS
4021
American Planning Services
Florida
$1.89M +$96K +560 +5%
PWA
4022
Peterson Wealth Advisors
Utah
$1.89M -$6.52K -38 -0.3%
SJL
4023
Shayne & Jacobs LLC
Tennessee
$1.89M +$343 +2 +0%
FCC
4024
Flower City Capital
New York
$1.89M -$330K -1,923 -15%
CCP
4025
Carmel Capital Partners
California
$1.89M +$334K +1,945 +21%