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 %
SFG
4026
Socha Financial Group
New York
$1.89M +$957K +5,581 +103%
OWM
4027
OneAscent Wealth Management
Alabama
$1.89M -$669K -3,902 -26%
A
4028
AJOVista
Massachusetts
$1.89M +$20.1K +117 +1%
GWSA
4029
Global Wealth Strategies & Associates
Colorado
$1.88M +$137K +796 +8%
SC
4030
Saiph Capital
New Jersey
$1.88M +$1.71M +89,116 +992%
TF
4031
Threadgill Financial
Texas
$1.88M +$249K +1,452 +15%
RAM
4032
Rempart Asset Management
Canada
$1.88M +$486K +2,835 +35%
KHC
4033
Koesten Hirschmann & Crabtree
Kansas
$1.88M +$35.3K +206 +2%
AWM
4034
Able Wealth Management
New Jersey
$1.88M +$13.7K +80 +0.7%
CAM
4035
Crestone Asset Management
Colorado
$1.88M +$21.9K +128 +1%
FWM
4036
ForthRight Wealth Management
Georgia
$1.88M -$24K -140 -1%
CWMGP
4037
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.88M -$784K -4,571 -29%
LHWM
4038
Lake Hills Wealth Management
Texas
$1.88M -$985K -5,742 -34%
FCM
4039
Fairbanks Capital Management
California
$1.88M
GCL
4040
Gouws Capital LLC
North Carolina
$1.88M -$111K -650 -6%
PCC
4041
Park Circle Company
Maryland
$1.87M
TAM
4042
Tealwood Asset Management
Minnesota
$1.86M -$116K -674 -6%
LWMNY
4043
Landmark Wealth Management (New York)
New York
$1.86M +$243K +1,416 +15%
GA
4044
GoalVest Advisory
New York
$1.86M +$644K +3,757 +53%
AA
4045
AlphaQ Advisors
Florida
$1.86M -$279K -1,626 -13%
FPTW
4046
Franklin, Parlapiano, Turner & Welch
Texas
$1.85M
Legacy Financial Group (Iowa)
4047
Legacy Financial Group (Iowa)
Iowa
$1.85M +$1.85M +10,788 New
SCP
4048
Stevens Capital Partners
Nebraska
$1.85M +$397K +2,317 +27%
NNPTE
4049
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$1.85M -$827K -4,821 -31%
CM
4050
Columbus Macro
Pennsylvania
$1.84M -$80.8K -471 -4%