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 %
VF
4476
VitalStone Financial
Texas
$941K +$146K +851 +18%
DW
4477
Durante & Waters
New York
$939K -$4.12K -24 -0.4%
AR
4478
Advisory Research
Illinois
$937K -$8.88M -51,795 -90%
BFP
4479
Briaud Financial Planning
Texas
$936K +$936K +5,457 New
RTL
4480
Red Tortoise LLC
Georgia
$931K +$13.5K +79 +1%
AWA
4481
Aquire Wealth Advisors
Utah
$928K -$18.5K -108 -2%
RFS
4482
Retirement Financial Solutions
Tennessee
$928K -$211K -1,233 -19%
AC
4483
AWM Capital
Arizona
$927K -$576K -3,360 -38%
CPC
4484
Cookson Peirce & Co
Pennsylvania
$927K -$528K -3,082 -36%
FFIC
4485
First Fiduciary Investment Counsel
Ohio
$927K
JFG
4486
JMG Financial Group
Illinois
$927K -$42K -245 -4%
CAAM
4487
Cornerstone Advisors Asset Management
Pennsylvania
$927K -$164K -954 -15%
GWM
4488
Guardian Wealth Management
Illinois
$918K -$3.26K -19 -0.4%
VST
4489
Van Strum & Towne
California
$918K
WFA
4490
Websterrogers Financial Advisors
South Carolina
$916K -$152K -886 -14%
TWP
4491
Total Wealth Planning
Ohio
$915K +$20.7K +121 +2%
FSWA
4492
Financial Synergies Wealth Advisors
Texas
$914K -$363K -2,114 -28%
SWM
4493
Seaside Wealth Management
California
$914K -$6.69K -39 -0.7%
CAP
4494
Columbia Advisory Partners
Washington
$912K -$46.3K -270 -5%
T
4495
TrueFG
Texas
$907K -$17.1K -100 -2%
ELM
4496
Elite Life Management
Florida
$907K +$49.6K +289 +6%
IF
4497
Insight Folios
North Carolina
$905K +$198K +1,157 +28%
HPCM
4498
Hunter Perkins Capital Management
Illinois
$902K +$902K +5,261 New
PF
4499
Parker Financial
Washington
$901K -$12.2K -71 -1%
NPPM
4500
North Point Portfolio Managers
Ohio
$898K +$73.1K +426 +9%