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 %
LFG
4576
Leverty Financial Group
Wisconsin
$729K -$30.7K -179 -4%
SAIG
4577
Semper Augustus Investments Group
Colorado
$729K
JWM
4578
JFG Wealth Management
Colorado
$726K -$305K -1,781 -30%
HFS
4579
Horizon Financial Services
North Carolina
$725K +$123K +718 +20%
HPA
4580
High Probability Advisors
New York
$721K +$171 +1 +0%
LL
4581
LPWM LLC
Minnesota
$719K -$150K -896 -17%
FP
4582
Foundry Partners
Minnesota
$719K +$170K +990 +31%
CM
4583
Capital Management
Virginia
$715K -$65.2K -380 -8%
RA
4584
Regis Acquisition
Colorado
$711K
KA
4585
Kure Advisory
Minnesota
$708K -$995K -5,805 -58%
HA
4586
HFG Advisors
Ohio
$706K -$167K -973 -19%
LFA
4587
LifeGuide Financial Advisors
Pennsylvania
$704K -$851K -4,963 -55%
VPI
4588
Value Partners Investments
Manitoba, Canada
$701K +$20.2K +118 +3%
TWA
4589
Trellis Wealth Advisors
California
$701K -$96.7K -564 -12%
FP
4590
FFG Partners
Florida
$701K -$2.5M -14,596 -78%
KGC
4591
Kennon-Green & Company
Ohio
$700K -$17.1K -100 -2%
TLFA
4592
True Link Financial Advisors
California
$699K +$46.1K +269 +7%
UA
4593
Unison Advisors
District of Columbia
$694K +$310K +1,807 +81%
KTA
4594
Keeley-Teton Advisors
Illinois
$693K -$5.14K -30 -0.7%
DPW
4595
DiNuzzo Private Wealth
Pennsylvania
$692K -$1.03K -6 -0.1%
ACM
4596
Ashford Capital Management
Delaware
$691K -$60K -350 -8%
SFP
4597
Strategic Financial Partners
Oregon
$691K -$3.95K -23 -0.6%
OP
4598
ORG Partners
Indiana
$690K -$8.95M -52,608 -93%
FFW
4599
Fusion Family Wealth
New York
$690K
LIA
4600
Luken Investment Analytics
Tennessee
$689K +$51.4K +300 +8%