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 %
TDWM
4601
Topel & Distasi Wealth Management
California
$689K -$113K -657 -14%
LIWM
4602
Long Island Wealth Management
New York
$687K -$686 -4 -0.1%
PWS
4603
Precision Wealth Strategies
Missouri
$687K -$7.03K -41 -1%
HWA
4604
Hilltop Wealth Advisors
North Carolina
$686K +$686K +4,000 New
LWP
4605
Laurel Wealth Planning
Minnesota
$685K -$25.7K -150 -4%
ACH
4606
ArrowMark Colorado Holdings
Colorado
$685K -$326K -1,900 -32%
WAG
4607
Windsor Advisory Group
Ohio
$684K +$90.5K +528 +15%
EMAM
4608
Encompass More Asset Management
California
$684K +$480K +2,796 +235%
GG
4609
Gleason Group
Kentucky
$682K -$144K -838 -17%
TWM
4610
TSA Wealth Management
Texas
$679K +$1.89K +11 +0.3%
RAG
4611
RIA Advisory Group
Iowa
$674K -$25.5K -149 -4%
IHWM
4612
Iron Horse Wealth Management
Iowa
$673K +$30.5K +178 +5%
GCGDR
4613
Geo Capital Gestora de Recursos
Brazil
$670K +$619K +3,608 +1,203%
LFASL
4614
Lugano Financial Advisors SA (LFA)
Switzerland
$668K +$248K +1,448 +59%
VEA
4615
Virtus ETF Advisers
New York
$666K +$85.9K +501 +15%
BPCA
4616
Bank Pictet & Cie (Asia)
Singapore
$665K -$1.61M -9,405 -71%
CIC
4617
Chase Investment Counsel
Virginia
$664K -$5.01M -29,256 -88%
TFP
4618
Traction Financial Partners
Wyoming
$663K -$41.6K -227 -6%
KFSC
4619
Keystone Financial Services (Colorado)
Colorado
$662K
HPFG
4620
Hart & Patterson Financial Group
Massachusetts
$657K -$15.6K -91 -2%
BP
4621
BCK Partners
New York
$656K +$19.5K +114 +3%
PWG
4622
Private Wealth Group
Florida
$649K -$4.63K -27 -0.7%
ACM
4623
Altrius Capital Management
North Carolina
$649K -$74.6K -435 -10%
SCA
4624
Scott Capital Advisors
Oregon
$647K +$4.75K +28 +0.7%
RBC
4625
Roble Belko & Company
Pennsylvania
$646K +$60.7K +354 +10%