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 %
MA
826
Montag & Associates
Georgia
$52.4M -$1.23M -7,157 -2%
MLFP
827
MPS Loria Financial Planners
Illinois
$52M -$275K -1,602 -0.5%
BWM
828
Brickley Wealth Management
California
$51.8M +$47.2K +275 +0.1%
WDA
829
Wendell David Associates
New Hampshire
$51.8M -$463K -2,701 -0.9%
SAA
830
Southeast Asset Advisors
Georgia
$51.7M -$104K -609 -0.2%
CWP
831
CFM Wealth Partners
Texas
$51.7M -$879K -5,125 -2%
CG
832
Caprock Group
Idaho
$51.4M +$931K +5,431 +2%
NL
833
NWAM LLC
Washington
$51.2M -$6.66M -36,868 -12%
SCI
834
S&CO Inc
Massachusetts
$51.1M -$5.06M -29,534 -9%
CC
835
Courier Capital
New York
$51.1M -$5.97M -34,793 -10%
SWA
836
Stratos Wealth Advisors
Ohio
$51.1M -$4.44M -25,904 -8%
IGGA
837
Iron Gate Global Advisors
Utah
$51M +$180K +1,060 +0.4%
BFA
838
Beaumont Financial Advisors
Massachusetts
$50.9M -$465K -2,709 -0.9%
FFO
839
Fiduciary Family Office
Florida
$50.9M -$1.55M -9,031 -3%
HI
840
Harbour Investments
Wisconsin
$50.8M +$3.86M +22,537 +8%
AIM
841
Allen Investment Management
New York
$50.7M -$3.16M -18,403 -6%
AIM
842
Artemis Investment Management
United Kingdom
$50.7M -$20.8M -121,442 -29%
FIA
843
Foundations Investment Advisors
Arizona
$50.6M -$1.73M -10,078 -3%
BFA
844
Bragg Financial Advisors
North Carolina
$50.6M +$480K +2,797 +1%
SAM
845
Shikiar Asset Management
New York
$50.4M -$2.76M -16,100 -5%
ATPW
846
Ashton Thomas Private Wealth
Arizona
$50.4M +$2.25M +13,118 +5%
OCBCO
847
Oversea-Chinese Banking Corp (OCBC)
Singapore
$50.4M +$18.9M +110,449 +60%
GCM
848
GuideStone Capital Management
Texas
$50.3M
TNB
849
Thomasville National Bank
Georgia
$50.3M +$231K +1,346 +0.5%
O
850
Ossiam
France
$50.3M -$76.3M -445,189 -60%