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 %
CWM
4726
Cadence Wealth Management
Massachusetts
$494K +$514 +3 +0.1%
HFS
4727
Hoge Financial Services
Pennsylvania
$490K +$29.5K +172 +6%
GCWM
4728
Graham Capital Wealth Management
District of Columbia
$489K +$5.83K +34 +1%
OA
4729
Oceanside Advisors
South Carolina
$489K -$5.49K -32 -1%
RWM
4730
Rezny Wealth Management
Florida
$486K
WFS
4731
Walker Financial Services
Kentucky
$485K +$13.4K +78 +3%
LBWM
4732
Left Brain Wealth Management
Illinois
$483K -$6.22M -36,276 -93%
OC
4733
OxenFree Capital
Florida
$482K -$3.77K -22 -0.8%
AAG
4734
Avalon Advisory Group
Pennsylvania
$482K +$482K +2,813 New
TF
4735
Tenon Financial
New Jersey
$482K +$482K +2,813 New
LW
4736
Lauer Wealth
Indiana
$480K -$20.1K -115 -4%
GP
4737
Geneva Partners
Wisconsin
$480K -$362K -2,109 -43%
OKSA
4738
O'Keefe Stevens Advisory
New York
$478K +$8.57K +50 +2%
VCG
4739
Vantage Consulting Group
Virginia
$478K +$67.2K +392 +16%
PCM
4740
Passive Capital Management
Maryland
$477K
SCA
4741
Stuart Chaussee & Associates
California
$473K +$31K +181 +7%
MA
4742
MAS Advisors
Florida
$473K +$1.03K +6 +0.2%
HAFS
4743
Hapanowicz & Associates Financial Services
Pennsylvania
$472K +$61.2K +357 +15%
CJ
4744
Caitlin John
Michigan
$472K -$13.7K -80 -3%
JF
4745
Joule Financial
Kentucky
$471K -$40.1K -234 -8%
LCM
4746
Lunt Capital Management
Utah
$471K -$206K -1,200 -30%
CCM
4747
Cambridge Capital Management
Illinois
$469K -$120K -697 -20%
OA
4748
Oracle Alpha
Ontario, Canada
$469K -$88.1K -514 -16%
ACM
4749
Anfield Capital Management
California
$464K +$15.3K +89 +3%
CPG
4750
Custom Portfolio Group
Colorado
$464K