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 %
SWMG
4076
Sard Wealth Management Group
Georgia
$1.78M +$174K +1,013 +11%
MSF
4077
Mustard Seed Financial
Arkansas
$1.78M +$68.9K +402 +4%
TCA
4078
Troluce Capital Advisors
Puerto Rico
$1.78M +$1.78M +10,400 New
SIA
4079
Sage Investment Advisers
New York
$1.78M -$34.8K -203 -2%
BPFA
4080
Barnes Pettey Financial Advisors
Mississippi
$1.78M -$266K -1,554 -13%
PP
4081
Prosperity Planning
Missouri
$1.77M
SFC
4082
Sprinkle Financial Consultants
Colorado
$1.77M -$164K -956 -8%
HKIMG
4083
Hutchens & Kramer Investment Management Group
Indiana
$1.77M -$33.3K -196 -2%
AWM
4084
Allen Wealth Management
North Carolina
$1.77M -$154K -900 -8%
SPL
4085
Smart Portfolios LLC
Washington
$1.76M
GFG
4086
GR Financial Group
Arizona
$1.76M +$6.35K +37 +0.4%
CPWM
4087
Cypress Point Wealth Management
Texas
$1.76M +$548K +3,195 +45%
CG
4088
Clifford Group
Massachusetts
$1.76M +$38.9K +227 +2%
SC
4089
Summa Corp
Texas
$1.76M +$55.9K +326 +3%
DCM
4090
Driehaus Capital Management
Illinois
$1.76M -$476K -2,775 -21%
EPP
4091
ETF Portfolio Partners
Kansas
$1.76M
SPI
4092
Santori & Peters Inc
Pennsylvania
$1.76M -$8.4K -49 -0.5%
SWM
4093
Shakespeare Wealth Management
Wisconsin
$1.76M -$119K -695 -6%
MWA
4094
Muirfield Wealth Advisors
North Carolina
$1.75M +$3.77K +22 +0.2%
BAWC
4095
Boyce & Associates Wealth Consulting
Texas
$1.75M -$13.2K -77 -0.8%
CSIA
4096
Conrad Siegel Investment Advisors
Pennsylvania
$1.73M -$60.9K -355 -3%
HFS
4097
HBC Financial Services
Washington
$1.73M +$1.73M +10,227 New
FDDB
4098
Fidelity D&D Bancorp
Pennsylvania
$1.73M +$152K +884 +10%
AFS
4099
Access Financial Services
Minnesota
$1.72M +$77K +449 +5%
EWS
4100
Eagle Wealth Strategies
New Jersey
$1.72M +$34K +200 +2%