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 %
WAG
4376
Wheelhouse Advisory Group
Missouri
$1.12M -$37.9K -221 -3%
AFWM
4377
AMJ Financial Wealth Management
Virginia
$1.12M -$46.8K -273 -4%
IWP
4378
IAG Wealth Partners
Wisconsin
$1.12M +$57.8K +337 +5%
ASFA
4379
All Season Financial Advisors
Colorado
$1.12M +$4.29K +25 +0.4%
IFO
4380
Independent Family Office
New York
$1.12M +$41.8K +244 +4%
AFG
4381
Altiora Financial Group
Ohio
$1.12M
PRI
4382
Prepared Retirement Institute
Pennsylvania
$1.11M -$41K -239 -4%
CC
4383
Corton Capital
Ontario, Canada
$1.11M -$161K -939 -13%
JHP
4384
James Hambro & Partners
United Kingdom
$1.11M -$292K -1,703 -21%
SWM
4385
Solano Wealth Management
California
$1.11M -$44.9K -262 -4%
CCM
4386
Cullen Capital Management
New York
$1.11M -$34.3K -200 -3%
PGF
4387
Plan Group Financial
Oklahoma
$1.1M +$357K +2,081 +48%
VFG
4388
Valley Financial Group
Pennsylvania
$1.1M -$28K -163 -2%
FAM
4389
Forte Asset Management
New York
$1.1M -$103K -600 -9%
CCP
4390
Cassia Capital Partners
North Carolina
$1.1M +$202K +1,178 +23%
HHWM
4391
Hiley Hunt Wealth Management
Nebraska
$1.1M +$33.3K +194 +3%
MI
4392
Motiv8 Investments
Florida
$1.09M +$343 +2 +0%
GCC
4393
Game Creek Capital
Massachusetts
$1.09M -$111K -650 -9%
AFS
4394
Annapolis Financial Services
Maryland
$1.09M -$1.1M -6,433 -50%
RW
4395
Rockport Wealth
Ohio
$1.09M +$1.09M +6,360 New
FWC
4396
First Washington Corp
Washington
$1.08M -$1.9M -11,108 -64%
KFG
4397
Kingdom Financial Group
Arizona
$1.08M -$873K -5,091 -45%
AMIM
4398
Aull & Monroe Investment Management
Alabama
$1.08M
RFG
4399
Range Financial Group
Oregon
$1.08M +$474K +2,763 +78%
HCA
4400
Hyperion Capital Advisors
New York
$1.08M +$42.2K +246 +4%