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 %
TNAM
4351
Terra Nova Asset Management
New York
$1.19M -$2.22M -12,965 -65%
SSC
4352
Syverson Strege & Co
Iowa
$1.19M +$320K +1,866 +37%
HSWS
4353
Higgins & Schmidt Wealth Strategies
Colorado
$1.18M +$117K +683 +11%
QCM
4354
Qsemble Capital Management
New York
$1.18M +$1.18M +6,877 New
SP
4355
Sequent Planning
Nebraska
$1.18M +$1.18M +6,872 New
CPCP
4356
Cedar Point Capital Partners
Iowa
$1.18M +$14.7K +86 +1%
IWM
4357
Iams Wealth Management
Nebraska
$1.18M +$224K +1,233 +23%
MIAS
4358
Mason Investment Advisory Services
Virginia
$1.17M -$123K -716 -9%
LSC
4359
Lesa Sroufe & Co
Washington
$1.17M +$343 +2 +0%
ST
4360
Sageworth Trust
Pennsylvania
$1.17M
DSN
4361
D. Scott Neal
Kentucky
$1.17M
NWMG
4362
National Wealth Management Group
Ohio
$1.16M -$579K -3,377 -33%
DLHL
4363
Donald L. Hagan LLC
Florida
$1.16M -$9.43K -55 -0.8%
EBWM
4364
Eagle Bluffs Wealth Management
Missouri
$1.16M
SA
4365
SRH Advisors
Kansas
$1.16M +$171 +1 +0%
BWA
4366
Boulder Wealth Advisors
Colorado
$1.16M +$1.16M +6,745 New
OLA
4367
Oliver Luxxe Assets
New Jersey
$1.16M -$25.9K -151 -2%
MFC
4368
Morris Financial Concepts
South Carolina
$1.16M -$1.37K -8 -0.1%
MPM
4369
MBB Public Markets
Illinois
$1.15M
PGWM
4370
Pitti Group Wealth Management
New York
$1.15M -$63.4K -362 -5%
LEFP
4371
Leading Edge Financial Planning
Tennessee
$1.14M -$74.9K -437 -6%
AC
4372
Aristides Capital
Kentucky
$1.13M +$1.13M +6,600 New
KDA
4373
Kraft Davis & Associates
Missouri
$1.13M -$80.9K -433 -7%
CFS
4374
Cannon Financial Strategists
Georgia
$1.13M +$137K +801 +14%
FA
4375
Financial Alternatives
California
$1.13M +$171 +1 +0%