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 %
GOCP
4526
Great Oak Capital Partners
Massachusetts
$840K -$3.26K -19 -0.4%
PWM
4527
Partnership Wealth Management
Maryland
$835K +$171 +1 +0%
HWM
4528
HighMark Wealth Management
Minnesota
$834K +$20.7K +118 +3%
SFS
4529
Sharp Financial Services
Pennsylvania
$834K -$114K -667 -12%
SCI
4530
Silver Coast Investments
United States
$831K -$79.2K -462 -9%
EWM
4531
Endowment Wealth Management
Wisconsin
$831K -$143K -836 -15%
TCFP
4532
Treasure Coast Financial Planning
Florida
$830K -$115K -673 -12%
TA
4533
TKG Advisors
Indiana
$826K +$298K +1,737 +56%
MAS
4534
Madden Advisory Services
Florida
$824K -$21.4K -125 -3%
CP
4535
Camelot Portfolios
Ohio
$823K -$338K -1,971 -29%
WHRC
4536
W.H. Reaves & Co
New Jersey
$823K
DC
4537
Defender Capital
North Carolina
$822K -$27.3K -159 -3%
THL
4538
Tillman Hartley LLC
Colorado
$822K -$3.77K -22 -0.5%
PM
4539
Penbrook Management
New York
$818K
CCG
4540
Capital CS Group
California
$817K -$184K -1,071 -18%
UI
4541
Unconventional Investor
New Hampshire
$811K +$41K +239 +5%
BC
4542
Barnett & Company
Tennessee
$809K
FG
4543
Fairman Group
Pennsylvania
$809K -$104K -605 -11%
AFG
4544
Arkansas Financial Group
Arkansas
$808K
FL
4545
Fort LP
Maryland
$807K -$105K -610 -11%
PWP
4546
Phillips Wealth Planners
Mississippi
$805K +$69.3K +409 +9%
WFC
4547
Western Financial Corp
California
$804K -$171 -1 -0%
RP
4548
Riverwater Partners
Wisconsin
$804K -$19K -111 -2%
PPWP
4549
Proquility Private Wealth Partners
Nevada
$803K +$12.5K +73 +2%
HWM
4550
Horizons Wealth Management
North Carolina
$802K