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 %
AFS
4426
AFG Fiduciary Services
Massachusetts
$1.04M -$272K -1,606 -21%
HB
4427
Horizon Bancorp
Indiana
$1.04M +$22.6K +132 +2%
GCM
4428
Galibier Capital Management
Ontario, Canada
$1.03M -$1.13M -6,612 -52%
CWA
4429
Clearview Wealth Advisors
Oregon
$1.03M -$92.8K -541 -8%
EPWM
4430
Essex Private Wealth Management
Massachusetts
$1.03M +$32.2K +188 +3%
EFG
4431
Ehrlich Financial Group
California
$1.03M +$17.5K +102 +2%
MCM
4432
Mork Capital Management
California
$1.03M
APGC
4433
A.P. Gilfoyle & Co
New York
$1.03M +$991K +5,782 +2,652%
6CM
4434
683 Capital Management
New York
$1.03M +$1.03M +6,000 New
BWA
4435
BlueSky Wealth Advisors
North Carolina
$1.03M +$320K +1,865 +45%
GWA
4436
Gibson Wealth Advisors
Texas
$1.03M +$1.03M +5,994 New
AA
4437
ACT Advisors
North Carolina
$1.03M -$13.2K -77 -1%
BFP
4438
Beacon Financial Planning
Massachusetts
$1.02M +$96K +560 +10%
GA
4439
Greytown Advisors
Florida
$1.02M -$978K -5,703 -49%
HFA
4440
Highland Financial Advisors
New Jersey
$1.02M +$48K +280 +5%
UWS
4441
Unique Wealth Strategies
Illinois
$1.02M -$585K -3,409 -37%
LFS
4442
Lutz Financial Services
Nebraska
$1.01M +$19.4K +113 +2%
SJGA
4443
Stephen J. Garry & Associates
New York
$1.01M +$857 +5 +0.1%
TWM
4444
Trinity Wealth Management
Pennsylvania
$1.01M -$27.4K -160 -3%
EL
4445
Envoi LLC
Minnesota
$1.01M +$1.01M +5,869 New
BIG
4446
Bush Investment Group
Georgia
$1M +$1M +5,846 New
SHJ
4447
Sharkey, Howes & Javer
Colorado
$1M +$94.1K +549 +10%
CAM
4448
Cobblestone Asset Management
Virginia
$1M
VWWMG
4449
Vermillion & White Wealth Management Group
Pennsylvania
$999K -$3.09K -18 -0.3%
PA
4450
Pineridge Advisors
Missouri
$999K -$822K -4,795 -45%