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 %
AWM
1051
Avior Wealth Management
Nebraska
$35.6M +$7.02M +40,942 +25%
SSA
1052
Schonfeld Strategic Advisors
New York
$35.5M +$19.8M +115,394 +126%
FFA
1053
Farther Finance Advisors
California
$35.5M +$1.42M +8,350 +4%
GG
1054
Greenwood Gearhart
Arkansas
$35.5M +$289K +1,685 +0.8%
FA
1055
Fagan Associates
New York
$35.5M -$402K -2,343 -1%
OWA
1056
Octavia Wealth Advisors
Ohio
$35.5M -$328K -1,914 -0.9%
VWA
1057
Visionary Wealth Advisors
Illinois
$35.4M -$88.7K -517 -0.3%
CFS
1058
CRA Financial Services
New Jersey
$35.3M -$95K -554 -0.3%
SGK
1059
Steigerwald Gordon & Koch
Virginia
$35.3M -$759K -4,424 -2%
BFC
1060
Blue Fin Capital
Rhode Island
$35.3M -$287K -1,674 -0.8%
GIM
1061
Generate Investment Management
New Zealand
$35.3M +$8.2M +47,818 +30%
GWM
1062
Greenwich Wealth Management
Connecticut
$35.2M -$58.1K -339 -0.2%
EWM
1063
Executive Wealth Management
Michigan
$35.2M -$1.31M -7,715 -4%
PGIM
1064
Pacific Global Investment Management
California
$35.2M -$780K -4,549 -2%
PAG
1065
Private Advisory Group
Washington
$35M +$11.9M +69,143 +51%
MAM
1066
Madison Asset Management
Wisconsin
$34.9M -$2.14M -12,456 -6%
FCP
1067
Fidelis Capital Partners
Florida
$34.9M +$4.86M +28,361 +16%
GAG
1068
GM Advisory Group
New York
$34.9M -$1.17M -6,833 -3%
NRG
1069
Nemes Rush Group
Michigan
$34.9M +$284K +1,657 +0.8%
HPG
1070
Harvest Portfolios Group
Ontario, Canada
$34.9M +$3.71M +21,657 +12%
FAT
1071
First American Trust
California
$34.7M +$640K +3,735 +2%
KFGK
1072
Keystone Financial Group (Kentucky)
Kentucky
$34.7M +$1.54M +8,982 +5%
WAP
1073
Wealthcare Advisory Partners
Pennsylvania
$34.6M +$9.85M +57,456 +40%
PCA
1074
Pallas Capital Advisors
Massachusetts
$34.6M +$1.89M +11,036 +6%
SC
1075
Skylands Capital
Wisconsin
$34.5M -$640K -3,735 -2%