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 %
FEM
4501
Fulcrum Equity Management
Texas
$896K +$617K +3,599 +221%
KI
4502
Kapitalo Investimentos
Brazil
$895K +$394K +2,300 +79%
AIA
4503
Alternative Investment Advisors
Florida
$895K -$1.8M -10,606 -67%
TFP
4504
TrueWealth Financial Partners
Washington
$893K
AFP
4505
Alpha Financial Partners
Kentucky
$892K +$51.8K +302 +6%
GC
4506
Gruss & Co
Florida
$892K +$514K +3,000 +136%
TBC
4507
Ted Buchan & Co
California
$891K -$72.7K -424 -8%
MLRA
4508
Main Line Retirement Advisors
Montana
$891K +$314K +1,832 +55%
JC
4509
Jentner Corp
Ohio
$880K +$1.89K +11 +0.2%
MFG
4510
Mainsail Financial Group
Washington
$877K +$32.9K +192 +4%
CCA
4511
Conestoga Capital Advisors
Pennsylvania
$876K -$103K -600 -11%
BWL
4512
Beacon Wealthcare LLC
North Carolina
$874K +$13.5K +79 +2%
PFC
4513
Poplar Forest Capital
California
$869K
AWA
4514
Adapt Wealth Advisors
Georgia
$868K +$868K +5,061 New
SCM
4515
Sheridan Capital Management
California
$865K +$160K +933 +23%
BA
4516
Bellwether Advisors
Nebraska
$857K -$26.1K -152 -3%
LG
4517
Lane Generational
Massachusetts
$855K
AHIA
4518
Andrew Hill Investment Advisors
Florida
$854K -$2.19M -12,762 -72%
S
4519
ShariaPortfolio
Florida
$851K +$117K +681 +16%
MWM
4520
Maltin Wealth Management
New Jersey
$850K -$135K -785 -14%
CFG
4521
Compton Financial Group
Maryland
$848K -$137K -800 -14%
NEPPG
4522
New England Professional Planning Group
Rhode Island
$848K +$165K +960 +24%
PFA
4523
Petra Financial Advisors
Colorado
$846K -$72.5K -398 -8%
MC
4524
Machina Capital
France
$844K +$425K +2,479 +101%
VH
4525
Visionary Horizons
Tennessee
$844K +$11.7K +66 +1%