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 %
BCM
4176
BCK Capital Management
Connecticut
$1.55M +$1.55M +9,061 New
CWA
4177
Cornerstone Wealth Advisors
Minnesota
$1.55M
HKAM
4178
Horizon Kinetics Asset Management
New York
$1.55M -$78.9K -460 -5%
SMFG
4179
Sumitomo Mitsui Financial Group
Japan
$1.55M +$1.53M +8,930 +7,320%
MIM
4180
Macroview Investment Management
Maryland
$1.55M +$140K +817 +10%
A
4181
AlphaQuest
New York
$1.55M +$1.27M +7,415 +463%
TIM
4182
Thornburg Investment Management
New Mexico
$1.54M +$736K +4,294 +91%
OPWM
4183
Oakwell Private Wealth Management
Texas
$1.54M +$2.57K +15 +0.2%
CCM
4184
Chiron Capital Management
Florida
$1.53M -$1.03K -6 -0.1%
RFN
4185
Redwood Financial Network
Ohio
$1.53M +$59.3K +346 +4%
MBFW
4186
Morton Brown Family Wealth
Pennsylvania
$1.53M -$490K -2,860 -24%
VFIC
4187
Valley Forge Investment Consultants
Pennsylvania
$1.53M +$1.03K +6 +0.1%
PP
4188
PFS Partners
New Jersey
$1.52M -$27.1K -158 -2%
TWD
4189
True Wealth Design
Ohio
$1.52M +$19K +111 +1%
GWP
4190
Gen-Wealth Partners
Michigan
$1.52M +$1.52M +8,869 New
DK
4191
David Kennon
Florida
$1.52M +$50.1K +292 +3%
DI
4192
Disciplined Investments
Oklahoma
$1.52M -$191K -1,111 -11%
IWP
4193
Innova Wealth Partners
Pennsylvania
$1.52M +$121K +705 +9%
PIM
4194
Parker Investment Management
California
$1.52M -$1.22M -7,094 -44%
DB
4195
Dravo Bay
Delaware
$1.52M -$71.3K -416 -4%
LFA
4196
Level Financial Advisors
New York
$1.52M -$34.3K -200 -2%
MFA
4197
Millington Financial Advisors
Illinois
$1.52M -$21.1K -123 -1%
KNFPWM
4198
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.51M +$141K +825 +10%
FI
4199
FWG Investments
Kentucky
$1.51M -$28.1K -164 -2%
SC
4200
Stephenson & Company
California
$1.51M -$20.9K -122 -1%