4,972 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, 2,550 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,972
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
2,550
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 %
KA
4801
Keene & Associates
Texas
$387K -$268K -1,564 -41%
AP
4802
Advisors Preferred
Maryland
$386K -$1.02K -6 -0.3%
LA
4803
LPF Advisors
Florida
$386K -$160K -931 -29%
MFG
4804
Mendota Financial Group
Wisconsin
$386K -$84.5K -493 -18%
RMSCM
4805
R.M. Sincerbeaux Capital Management
New York
$385K
HAS
4806
Horizon Advisory Services
New York
$384K +$384K +2,241 New
TC
4807
TAGStone Capital
North Carolina
$384K +$13.9K +81 +4%
VA
4808
Verdad Advisers
Massachusetts
$382K +$382K +2,230 New
AC
4809
AXQ Capital
New Jersey
$377K -$1.32M -7,700 -78%
BG
4810
Bellevue Group
Switzerland
$377K +$377K +2,200 New
BI
4811
Berkeley Inc
Idaho
$375K -$12K -70 -3%
SFS
4812
Starfox Financial Services
Texas
$372K -$6.04K -35 -2%
NFP
4813
NorthLanding Financial Partners
New York
$372K +$514 +3 +0.1%
MC
4814
McCarthy & Cox
Ohio
$371K +$371K +2,166 New
BRIA
4815
Balanced Rock Investment Advisors
Massachusetts
$370K +$15.4K +90 +4%
HPC
4816
Hobart Private Capital
North Carolina
$369K -$41.5K -242 -10%
OFG
4817
Orcam Financial Group
California
$369K
HWM
4818
Hassell Wealth Management
Louisiana
$368K +$368K +2,206 New
SC
4819
Soundwatch Capital
Connecticut
$367K -$9.28M -54,606 -96%
PCM
4820
Peirce Capital Management
Texas
$365K +$1.72K +10 +0.5%
VFO
4821
Virtus Family Office
Texas
$363K -$108K -631 -23%
GIA
4822
Goodwin Investment Advisory
Georgia
$362K -$31.2K -182 -8%
CWI
4823
Conscious Wealth Investments
Florida
$359K -$37.1K -219 -9%
LFGH
4824
Lee Financial Group Hawaii
Hawaii
$358K -$765 -4 -0.2%
SHF
4825
Stage Harbor Financial
Massachusetts
$357K +$17.8K +104 +5%