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 %
FWP
901
Falcon Wealth Planning
California
$46.2M +$944K +5,507 +2%
CAM
902
Columbia Asset Management
Michigan
$46M -$44.3K -230 -0.1%
AC
903
Avestar Capital
New York
$46M +$2.6M +15,177 +6%
WWM
904
Western Wealth Management
Colorado
$45.9M -$11.5M -67,308 -20%
NEI
905
Northwest & Ethical Investments
Ontario, Canada
$45.9M -$1.95M -11,369 -4%
AAM
906
AR Asset Management
California
$45.8M -$103K -600 -0.2%
WAS
907
Wesleyan Assurance Society
United Kingdom
$45.8M +$1.37M +8,000 +3%
BFG
908
Bouchey Financial Group
New York
$45.8M -$291K -1,697 -0.6%
MCM
909
Manchester Capital Management
Vermont
$45.7M +$763K +4,450 +2%
HJGA
910
Hardman Johnston Global Advisors
Connecticut
$45.4M +$41.3K +241 +0.1%
NSIM
911
North Star Investment Management
Illinois
$45.2M +$219K +1,275 +0.5%
ACP
912
Aviance Capital Partners
Florida
$45.2M +$2.01M +11,730 +5%
BC
913
Blackhill Capital
New Jersey
$44.8M
FC
914
Forte Capital
New York
$44.8M -$1.11M -6,478 -2%
TBA
915
Tower Bridge Advisors
Pennsylvania
$44.6M -$8.04M -46,878 -15%
CMI
916
Clare Market Investments
Texas
$44.4M -$152K -888 -0.3%
SCA
917
Stillwater Capital Advisors
Pennsylvania
$44.2M -$447K -2,605 -1%
PVI
918
Pine Valley Investments
New Jersey
$44.1M -$3.43M -20,029 -7%
AWA
919
Arkadios Wealth Advisors
Georgia
$44M -$761K -4,440 -2%
LWCA
920
Locust Wood Capital Advisers
New York
$43.9M -$613K -3,574 -1%
MCM
921
Mengis Capital Management
Oregon
$43.9M +$605K +3,529 +1%
CRB
922
Chad R. Baker
$43.8M -$1.72K -10 -0%
AP
923
Archon Partners
New Jersey
$43.7M
FM
924
Foster & Motley
Ohio
$43.7M +$1.25M +7,266 +3%
SWA
925
SOA Wealth Advisors
New York
$43.6M -$384K -2,241 -0.9%