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 %
SMG
4401
Smart Money Group
Texas
$1.07M +$238K +1,400 +29%
PPW
4402
Presilium Private Wealth
Pennsylvania
$1.07M -$104K -604 -9%
RA
4403
Rodgers & Associates
Pennsylvania
$1.07M -$53.3K -311 -5%
GWM
4404
GoalFusion Wealth Management
Texas
$1.07M +$5.83K +34 +0.5%
SHIM
4405
Stone House Investment Management
Pennsylvania
$1.06M +$157K +917 +17%
YAL
4406
Your Advocates Ltd
Texas
$1.06M +$34.3K +200 +3%
FFM
4407
Flagstone Financial Management
Nebraska
$1.06M +$19.4K +113 +2%
SIC
4408
Schwartz Investment Counsel
Michigan
$1.06M
BMCM
4409
Burns Matteson Capital Management
New York
$1.06M +$268K +1,562 +34%
T2I
4410
Turim 21 Investimentos
Brazil
$1.06M +$247K +1,443 +31%
CWR
4411
Chico Wealth RIA
California
$1.06M +$142K +826 +15%
HWMT
4412
Heritage Wealth Management (Texas)
Texas
$1.06M -$9.95K -58 -0.9%
MFG
4413
Monumental Financial Group
Maryland
$1.06M +$24.2K +141 +2%
MGWA
4414
Monument Group Wealth Advisors
Massachusetts
$1.05M -$11.3K -66 -1%
PA
4415
Prism Advisors
California
$1.05M +$119K +693 +13%
BWS
4416
Buck Wealth Strategies
Colorado
$1.05M -$7.2M -41,991 -87%
MWM
4417
MorganRosel Wealth Management
Colorado
$1.05M -$713K -4,156 -40%
SLA
4418
Silver Lake Advisory
Utah
$1.05M +$1.05M +6,107 New
TDC
4419
Thompson Davis & Co
Virginia
$1.05M -$98.1K -572 -9%
GWM
4420
Greenhouse Wealth Management
Connecticut
$1.05M -$33.3K -194 -3%
SP
4421
SWS Partners
Ohio
$1.04M +$433K +2,524 +71%
LSA
4422
Lansing Street Advisors
Pennsylvania
$1.04M +$408K +2,379 +64%
AFTS
4423
American Financial & Tax Strategies
New York
$1.04M
PSB
4424
Passumpsic Savings Bank
Vermont
$1.04M +$1.04M +6,074 New
MAG
4425
Mokosak Advisory Group
Iowa
$1.04M +$38.2K +223 +4%