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 %
HCRE
4651
Hoya Capital Real Estate
Connecticut
$600K
SFO
4652
Standard Family Office
South Dakota
$599K +$599K +3,493 New
OCFG
4653
O'Connor Financial Group
Illinois
$598K +$5.83K +34 +1%
WH
4654
Whitcomb & Hess
Ohio
$597K +$171 +1 +0%
LWA
4655
Lowe Wealth Advisors
Maryland
$596K -$17.1K -100 -3%
RBCM
4656
Raub Brock Capital Management
California
$595K -$262K -1,528 -31%
STCOSD
4657
Sageworth Trust Company of South Dakota
South Dakota
$594K +$594K +3,463 New
DM
4658
Deerfield Management
New York
$591K +$591K +3,449 New
ASI
4659
Advisory Services & Investments
Oregon
$591K
FAG
4660
Financial Architects (Georgia)
Georgia
$588K +$588K +3,430 New
GA
4661
Gordian Advisors
Arizona
$588K -$135K -790 -19%
MLIC
4662
Mandatum Life Insurance Company
Finland
$586K +$135K +787 +30%
SM
4663
Salzhauer Michael
$586K
TPW
4664
TL Private Wealth
Texas
$585K +$8.48K +50 +1%
WC
4665
Wexford Capital
Florida
$585K +$585K +3,410 New
GWAM
4666
Guardian Wealth Advisors (Minnesota)
Minnesota
$584K -$69.8K -407 -11%
VDBMI
4667
Van Den Berg Management I
Texas
$582K +$582K +3,396 New
SWP
4668
Significant Wealth Partners
Illinois
$582K +$15.9K +93 +3%
PVH
4669
Psagot Value Holdings
Israel
$582K -$4.31M -25,174 -88%
MCP
4670
Martin Capital Partners
Oregon
$582K
CCAL
4671
City Center Advisors LLC
Michigan
$582K +$582K +3,392 New
TFG
4672
Team Financial Group
California
$581K +$857 +5 +0.1%
OAM
4673
Oberweis Asset Management
Illinois
$580K
QHA
4674
Quarry Hill Advisors
Minnesota
$578K
WIC
4675
Whitegate Investment Counselors
New Hampshire
$569K -$43.2K -252 -7%