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 %
KWM
4051
Kaydan Wealth Management
Michigan
$1.84M -$43.6K -254 -2%
EW
4052
Element Wealth
Mississippi
$1.84M -$119K -695 -6%
MFG
4053
Menard Financial Group
Texas
$1.84M -$406K -2,368 -18%
TWP
4054
Tower Wealth Partners
Pennsylvania
$1.84M +$252K +1,469 +16%
HP
4055
HT Partners
Connecticut
$1.83M -$51.6K -301 -3%
GG
4056
GenWealth Group
New Jersey
$1.83M +$20.6K +120 +1%
SF
4057
Safeguard Financial
Wisconsin
$1.83M -$177K -1,032 -9%
AAG
4058
Accordant Advisory Group
Maryland
$1.83M +$1.83M +10,648 New
KL
4059
KWMG LLC
Kansas
$1.82M +$10.3K +60 +0.6%
LRIA
4060
Leonard Rickey Investment Advisors
Washington
$1.82M -$31.6K -184 -2%
UCI
4061
Uncommon Cents Investing
Wisconsin
$1.82M -$51.4K -300 -3%
BGDI
4062
BW Gestao de Investimentos
Brazil
$1.82M
WHC
4063
Wulff, Hansen & Co
California
$1.82M -$107K -625 -6%
WCWM
4064
Wooster Corthell Wealth Management
Connecticut
$1.81M -$11.5K -67 -0.6%
FWM
4065
FMA Wealth Management
Massachusetts
$1.81M +$15.3K +90 +0.9%
DFA
4066
DHJJ Financial Advisors
Illinois
$1.81M -$857 -5 -0%
PBC
4067
Pavion Blue Capital
California
$1.8M -$30.2K -176 -2%
FNWA
4068
Financial Network Wealth Advisors
Utah
$1.8M -$1.81M -10,554 -50%
DF
4069
DecisionPoint Financial
Arizona
$1.8M
BA
4070
Brightwater Advisory
Florida
$1.8M +$133K +775 +8%
EC
4071
Eaton-Cambridge
Arizona
$1.79M -$536K -3,126 -23%
DWM
4072
Defined Wealth Management
Oregon
$1.79M -$6.17K -36 -0.3%
VC
4073
Veery Capital
Delaware
$1.79M -$343 -2 -0%
HIA
4074
Harvest Investment Advisors
Florida
$1.79M +$9.43K +55 +0.5%
EGWAG
4075
Elwood & Goetz Wealth Advisory Group
Georgia
$1.79M -$95.7K -558 -5%