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 %
CC
4251
Copperleaf Capital
North Carolina
$1.4M +$104K +608 +8%
BWM
4252
Biltmore Wealth Management
Arizona
$1.4M
WCP
4253
Wick Capital Partners
Pennsylvania
$1.4M -$42.9K -250 -3%
ICM
4254
Intrepid Capital Management
Florida
$1.4M +$15.3K +89 +1%
OWM
4255
Orgel Wealth Management
Wisconsin
$1.4M -$299K -1,741 -18%
TPWM
4256
Twelve Points Wealth Management
Massachusetts
$1.39M -$141K -825 -9%
IFA
4257
Interactive Financial Advisors
Illinois
$1.39M -$414K -2,412 -23%
LFPWM
4258
Leicht Financial Planning & Wealth Management
New Jersey
$1.39M
EFIC
4259
Eliot Finkel Investment Counsel
California
$1.38M
MWM
4260
McNaughton Wealth Management
California
$1.38M +$8.4K +49 +0.6%
TWP
4261
Triad Wealth Partners
Kansas
$1.38M +$1.38M +8,036 New
FTA
4262
Financial & Tax Architects
Missouri
$1.38M +$280K +1,635 +26%
JCIA
4263
Jackson Creek Investment Advisors
Colorado
$1.37M
Aristotle Capital Management
4264
Aristotle Capital Management
California
$1.37M
CHM
4265
Collaborative Holdings Management
New York
$1.37M +$1.37M +8,000 New
SCM
4266
Sollinda Capital Management
Florida
$1.37M -$664K -3,875 -33%
AFIA
4267
America First Investment Advisors
Nebraska
$1.37M -$63.1K -368 -4%
OGF
4268
Orin Green Financial
California
$1.37M -$695K -4,053 -34%
PWC
4269
PYA Waltman Capital
Tennessee
$1.37M +$2.23K +13 +0.2%
GRQ
4270
Gardner Russo & Quinn
Pennsylvania
$1.37M -$223K -1,300 -14%
GRA
4271
Golden Road Advisors
Florida
$1.36M -$40K -233 -3%
CFP
4272
Cypress Financial Planning
New Jersey
$1.36M +$173K +1,006 +14%
CW
4273
Cook Wealth
North Carolina
$1.35M -$59.3K -343 -4%
WWWM
4274
White Wing Wealth Management
Texas
$1.35M +$4.08K +24 +0.3%
RCM
4275
RMR Capital Management
California
$1.34M