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 %
AWA
4901
Arbor Wealth Advisors
Michigan
$250K +$171 +1 +0.1%
KAM
4902
Kraft Asset Management
Tennessee
$248K +$41.5K +242 +20%
WFS
4903
Weitzel Financial Services
Iowa
$248K -$90.4K -532 -27%
MIM
4904
Meixler Investment Management
Arizona
$247K -$135K -786 -35%
LWM
4905
Luminvest Wealth Management
Arizona
$242K
APSI
4906
Asset Planning Services Inc
Louisiana
$241K +$171 +1 +0.1%
ETS
4907
ESL Trust Services
New York
$238K
MCM
4908
MontVue Capital Management
Virginia
$238K -$54.5K -318 -19%
CCM
4909
Ciovacco Capital Management
Georgia
$238K +$7.71K +45 +3%
APW
4910
Atlantic Private Wealth
North Carolina
$235K
WCM
4911
Windham Capital Management
Massachusetts
$227K
CCMIC
4912
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$227K
CM
4913
Cornerstone Management
Georgia
$227K +$3.77K +22 +2%
ACM
4914
American Capital Management
New York
$226K
BFA
4915
Brown Financial Advisory
Alabama
$225K +$13.2K +77 +6%
TC
4916
Touchstone Capital
Pennsylvania
$223K
WCM
4917
Westend Capital Management
California
$222K +$222K +1,295 New
MAG
4918
Members Advisory Group
New York
$220K +$220K +1,285 New
EFP
4919
Envision Financial Planning
Tennessee
$220K -$25.5K -149 -10%
SM
4920
Samjo Management
New York
$219K
FLA
4921
Financial Life Advisors
Texas
$217K +$28.1K +164 +15%
APW
4922
Axim Planning & Wealth
Ohio
$216K +$9.6K +56 +5%
BHWM
4923
Bay Harbor Wealth Management
Maryland
$215K +$15.8K +92 +8%
TPCM
4924
Templeton & Phillips Capital Management
Tennessee
$215K +$215K +1,256 New
AG
4925
Algert Global
California
$214K -$81.6K -476 -28%