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 %
AFA
4301
AllGen Financial Advisors
Florida
$1.28M
TIA
4302
Tandem Investment Advisors
South Carolina
$1.28M -$481K -2,807 -27%
LFA
4303
LGT Financial Advisors
Texas
$1.28M -$108K -629 -8%
AA
4304
Aufman Associates
Pennsylvania
$1.28M -$18.7K -109 -1%
FWM
4305
Foguth Wealth Management
Michigan
$1.28M +$1.28M +7,449 New
VAMG
4306
Voisard Asset Management Group
Michigan
$1.28M -$68.9K -402 -5%
SCA
4307
Sippican Capital Advisors
Massachusetts
$1.28M -$88.1K -514 -6%
NF
4308
Norwood Financial
Pennsylvania
$1.27M +$63.4K +370 +5%
BWM
4309
Brown Wealth Management
Illinois
$1.27M +$1.37K +8 +0.1%
BMMM
4310
Boston Mountain Money Management
Arkansas
$1.27M +$1.27M +7,386 New
FSA
4311
Financial Sense Advisors
California
$1.27M +$3.26K +19 +0.3%
BAM
4312
Bayshore Asset Management
Florida
$1.27M
EBSAM
4313
Eubel Brady & Suttman Asset Management
Ohio
$1.27M +$67.1K +391 +6%
PJWM
4314
Philip James Wealth Mangement
Georgia
$1.26M -$56.8K -331 -4%
CSIA
4315
Charles Schwab Investment Advisory
California
$1.26M -$1.89K -11 -0.1%
PPWM
4316
PFG Private Wealth Management
Florida
$1.26M +$47.7K +278 +4%
KFA
4317
Krane Funds Advisors
New York
$1.26M +$102K +602 +9%
DWM
4318
Dogwood Wealth Management
Kansas
$1.25M +$178K +1,038 +17%
ACA
4319
Ascension Capital Advisors
Texas
$1.25M -$61K -356 -5%
VFA
4320
Virtus Fund Advisers
Connecticut
$1.25M +$1.25M +7,265 New
AAS
4321
Asset Allocation Strategies
Michigan
$1.24M +$89.2K +520 +8%
MFGP
4322
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.24M -$14.1K -82 -1%
PIM
4323
Provident Investment Management
Michigan
$1.24M -$162K -946 -12%
WI
4324
WBI Investments
New Jersey
$1.24M -$3.94M -22,975 -76%
SWMG
4325
Sanchez Wealth Management Group
Florida
$1.23M -$7.03K -41 -0.6%