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 %
MWM
4551
MBE Wealth Management
Wisconsin
$799K -$71.7K -418 -8%
PCM
4552
Perkins Capital Management
Minnesota
$797K
PWA
4553
Pillar Wealth Advisors
Pennsylvania
$794K
TWA
4554
Tandem Wealth Advisors
Arizona
$786K +$5.32K +31 +0.7%
PWH
4555
Priebe Wealth Holdings
Minnesota
$785K -$142K -827 -15%
AFS
4556
Axiom Financial Strategies
Indiana
$784K +$29.2K +170 +4%
UWM
4557
USAdvisors Wealth Management
Minnesota
$779K -$25.6K -148 -3%
ACM
4558
Argyle Capital Management
Pennsylvania
$778K
RA
4559
Rise Advisors
New York
$776K +$444K +2,589 +134%
BSWM
4560
Boston Standard Wealth Management
Massachusetts
$775K -$19.9K -116 -3%
SWM
4561
Sanctuary Wealth Management
Idaho
$772K -$24.9K -145 -3%
SC
4562
Shay Capital
New York
$772K +$755K +4,400 +4,400%
SCM
4563
Stordahl Capital Management
Colorado
$771K -$95.9K -559 -11%
KPPF
4564
Klein Pavlis & Peasley Financial
California
$764K -$32.8K -191 -4%
LODC
4565
Lanham O'Dell & Company
West Virginia
$762K -$1.16M -6,777 -60%
SPWM
4566
Straight Path Wealth Management
Michigan
$755K +$11.7K +68 +2%
SWA
4567
ShankerValleau Wealth Advisors
Illinois
$749K +$16.6K +97 +2%
GCM
4568
Gunderson Capital Management
South Carolina
$747K -$73.1K -426 -9%
SA
4569
SRN Advisors
Pennsylvania
$747K +$38.1K +222 +5%
RWM
4570
Reston Wealth Management
Virginia
$743K -$55K -321 -7%
DP
4571
Denver PWM
Colorado
$742K -$99.3K -585 -12%
BWM
4572
Boyd Wealth Management
California
$742K +$2.06K +12 +0.3%
HF
4573
Halpern Financial
Virginia
$736K -$28.2K -166 -4%
CCIA
4574
Campbell & Co Investment Adviser
Maryland
$734K -$4.63K -27 -0.6%
MC
4575
Merlin Capital
Rhode Island
$730K +$14.1K +82 +2%