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 %
CMBA
4276
C.M. Bidwell & Associates
Hawaii
$1.34M -$23.3K -136 -2%
AA
4277
Axiom Advisory
California
$1.34M +$66.2K +386 +5%
HAS
4278
Holland Advisory Services
Florida
$1.33M -$44.4K -259 -3%
WWM
4279
Waterway Wealth Management
Texas
$1.33M -$549K -3,204 -29%
OFG
4280
Omega Financial Group
California
$1.33M +$39.8K +232 +3%
PF
4281
Penney Financial
Texas
$1.32M +$514 +3 +0%
PA
4282
Probity Advisors
Texas
$1.32M -$13.9K -81 -1%
TWM
4283
Tolleson Wealth Management
Texas
$1.32M -$554K -3,230 -30%
NECFA
4284
New England Capital Financial Advisors
Connecticut
$1.32M -$11.3K -66 -0.8%
PIN
4285
Prudent Investors Network
California
$1.32M +$1.32M +7,678 New
BA
4286
Ballew Advisors
Mississippi
$1.32M +$32K +191 +2%
ATI
4287
ARK & TLK Investments
Oklahoma
$1.31M -$94.8K -553 -7%
SWM
4288
Shelton Wealth Management
Texas
$1.31M +$44.9K +262 +4%
EW
4289
Enzi Wealth
Texas
$1.31M -$23.8K -138 -2%
AGA
4290
Accuvest Global Advisors
Utah
$1.3M -$1.36M -7,909 -51%
HSWM
4291
Hubbell Strickland Wealth Management
Louisiana
$1.3M +$17.1K +100 +1%
PIFP
4292
Partners in Financial Planning
Virginia
$1.3M -$17.7K -103 -1%
WMR
4293
Wealth Management Resources
Rhode Island
$1.3M +$3.09K +18 +0.2%
IW
4294
Instrumental Wealth
Florida
$1.3M +$126K +662 +11%
LTL
4295
Lowery Thomas LLC
California
$1.3M -$44.1K -257 -3%
RCA
4296
Reitz Capital Advisors
Michigan
$1.29M
RH
4297
RFG Holdings
Texas
$1.29M +$314K +1,832 +32%
FW
4298
FirstPurpose Wealth
Utah
$1.29M +$168K +1,000 +15%
EMFAT
4299
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.29M -$120K -702 -9%
GC
4300
Gibson Capital
Pennsylvania
$1.29M -$17.1K -100 -1%