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 %
FA
4101
FC Advisory
Pennsylvania
$1.72M +$1.03K +6 +0.1%
GC
4102
Giverny Capital
Quebec, Canada
$1.72M -$26.4K -154 -2%
MGIA
4103
Matthew Goff Investment Advisor
Texas
$1.72M -$357K -2,083 -17%
PAG
4104
Powers Advisory Group
Illinois
$1.72M -$163K -953 -9%
TCM
4105
TruNorth Capital Management
Michigan
$1.72M +$1.72M +10,004 New
SWM
4106
Seed Wealth Management
Illinois
$1.71M -$37.9K -223 -2%
SI
4107
SCP Investment
California
$1.71M
AG
4108
Artal Group
Luxembourg
$1.71M +$1.71M +10,000 New
VF
4109
Vawter Financial
Ohio
$1.71M +$71.3K +416 +4%
RSS
4110
Rosenblum Silverman Sutton
California
$1.71M -$28.5K -166 -2%
PSA
4111
Plum Street Advisors
Louisiana
$1.71M +$579K +2,483 +51%
PCM
4112
Presidio Capital Management
California
$1.7M +$147K +857 +9%
LAM
4113
LifePro Asset Management
California
$1.7M -$4.8K -28 -0.3%
CFS
4114
Coordinated Financial Services
Colorado
$1.69M +$1.69M +9,864 New
LFA
4115
Lauterbach Financial Advisors
Texas
$1.69M -$94.8K -553 -5%
NOI
4116
Newton One Investments
Delaware
$1.69M +$2.23K +13 +0.1%
SC
4117
Sinecera Capital
Texas
$1.69M -$24K -140 -1%
PEA
4118
Park Edge Advisors
Ohio
$1.68M -$1.72K -10 -0.1%
WCM
4119
Wealthcare Capital Management
Virginia
$1.67M -$66.4K -387 -4%
WHCFA
4120
William Howard & Co Financial Advisors
Tennessee
$1.67M +$1.67M +9,758 New
PIA
4121
Panoramic Investment Advisors
Colorado
$1.67M +$354K +2,066 +27%
BSG
4122
Black Swift Group
Colorado
$1.67M -$591K -3,449 -26%
CWM
4123
Cherrydale Wealth Management
New Jersey
$1.66M +$116K +675 +7%
DP
4124
Divergent Planning
Maryland
$1.66M -$72.6K -427 -4%
1IA
4125
1620 Investment Advisors
Massachusetts
$1.66M -$18.7K -109 -1%